LPL Financial: Somnio Wealth joins broker-dealer, RIA, custodial platforms

LPL Financial announced that financial advisors Greg Mullaney, Colleen Kelly Abate, and Peter Pagano have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets, and join LPL from Ameriprise Financial. With the move they launch Somnio Wealth, an independent financial practice based in Louisville, Ky. The name of the firm – a nod to the Latin word “to dream” – paired with the company colors of red, white and blue, highlights the team’s desire to help their clients achieve the “American Dream” for themselves and the ones they love and care for. Mullaney says helping clients realize their financial goals starts with meeting their clients where they are and guiding them every step of the way.