LPL Financial (LPLA) announced that the partners of Tennant Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor platform. They reported serving approximately $1.3B in advisory, brokerage and retirement plan assets and join LPL from Northwestern Mutual. Based in Ballston Lake, near Saratoga Springs, N.Y., the team led by Steven Tennant, Jeremy Berry, CPA and Ryan Wade, MBA, provides financial services to clients throughout New England and nationwide. The three have collaborated since 2000 and together have 75 years of financial services and investment planning experience.
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