LPL Financial: Seven advisors join broker-dealer, RIA, custodial platforms

LPL Financial LLC announced that seven financial advisors from five firms have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They collectively reported serving approximately $700 million in advisory, brokerage and retirement plan assets, and join LPL from Osaic. Headquartered in the Minneapolis suburb of Maple Grove, the teams, who share a combined 170 years of experience, have operated independently in the same building for more than a decade. They are: Michael Matheson of M Financial Group; Amy R. Holewa of Holewa Financial; Jeff Schuler, of Schuler Financial Advisor Group; Paul Lyon; Dan Pias. While each practice has its own focus, client base and support staff, they regularly collaborate on business and service best practices.