Hybrid firm managing $1 billion switches to Commonwealth from Securian

Pennsylvania-based Legacy Planning Partners has four partners and 30 advisers and staff
OCT 31, 2019
Legacy Planning Partners, which manages $1 billion in assets, has moved its broker-dealer and registered investment adviser affiliations to Commonwealth Financial Network from Securian Financial Services. [More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.] The firm, which has offices in Allentown, Plymouth Meeting and West Chester, Pa., is led by partners Jan Graybill, Robert Wermuth, Matthew Kulp and Kevin Donohue. It has 30 advisers and support staff. Investing in profitability, performance and people: Register for our Top Advisory Firm Summit.

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