Leawood, Kansas-based Total Wealth Management has seven staffers.
Omaha-based Pat Ricketts and Mindy Helfrich were previously affiliated with Principal Securities
The five advisors will operate as Meyer Rotolo Wealth Management.
The advisor was with Schwab for 14 years following a military career.
The diverse practice in Albuquerque, New Mexico, is led by financial advisor Angelo Burns.
Three advisors boost the firm's reach in the Pacific Northwest.
Marin County, California-based Brian Wells has 25 years of experience.
The Seattle-based advisor will focus on retirement plans.
Aaron Cizon is launching Cizon Group Wealth Management in Greenville, South Carolina.
New addition is an employee-owned firm based in Chicago.
The California-based father-son team cite LPL’s resources for serving high-net-worth clients.
Waukesha, Wisconsin-based R&R Wealth aims to reach $1 billion in assets in next four years.
Anne Crabbe was formerly with firm in 2021.
The advisor will serve clients in Winchester, Virginia.
We'll miss his leadership and passion for profession, says RIA
Michael and Wes Climer join Linsco by LPL Financial from Wells Fargo.
The firm's new office is in Roseville, Minnesota.
A new firm is born in Houston with Linsco by LPL Financial.
Labor Day weekend is a traditional time for financial advisors to leave one firm and be recruited by another.
North Carolina advisor team was previously affiliated with Securities America.
