John Vande Bossche and his team at Vande Bossche Financial Planning and Wealth Management, who oversaw $380 million at Northwestern Mutual, have affiliated with LPL Financial and will use the firm’s corporate registered investment adviser and custodial platforms.
Vande Bossche had been with Northwestern Mutual since 2005. His practice, based in Anaheim, California, includes his wife, Mary Vande Bossche, who serves as director of operations, their daughter, adviser Kristen Marie Nielsen, and son Patrick Vande Bossche, who serves as an analyst and marketing director.
Rounding out the team is Timothy Mitchell, director of investments, and longtime assistant Jennifer Moses.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
