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19.08.25 - 14:57
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LPL Financial Welcomes Zarra Wealth Management (GlobeNewswire EN)
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SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $270 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise....
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18.08.25 - 16:30
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Ameriprise Financial Welcomes Two Advisors with Over $150 Million in Assets From Commonwealth Financial (Business Wire)
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Advisors cite personalized support and growth-focused resources at Ameriprise as key factors in their decisions to joinMINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) recently welcomed two financial advisors to its independent channel with more than $150 million in combined client assets from Commonwealth Financial Network. Chris Theis, CKA®, FPQP®, based in Millsboro, Delaware, and Michael Thomas, based in Hamilton, Montana, separately made the decision to join Ameriprise following Commonwealth's acquisition by LPL Financial. The additions underscore Ameriprise's continued momentum in attracting talented advisors amid industry transitions.
Theis joins Ameriprise for greater support and boutique feel
Theis, who manages over $100 million in client assets, was looking for a firm that offered strong support and a personalized experience. He found Ameriprise to be the best fit.
“I chose Ameriprise because it offers the boutique feel I was looking for, backed by the depth of resource...
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13.08.25 - 18:24
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Jeremy Caza Launches Carta Wealth Planning on Stratos′ Platform (PR Newswire)
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New practice brings personalized financial planning to clients in Upstate New York and beyond SYRACUSE, N.Y., Aug. 13, 2025 /PRNewswire/ -- Stratos Wealth Management, the LPL Financial Corporate RIA channel of Stratos Wealth Partners, is pleased to announce that Financial Advisor Jeremy......
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05.08.25 - 15:03
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Bowman Financial Solutions Joins Osaic′s Advisor Network (Business Wire)
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Former LPL North Carolina-based team partners with Osaic OSJ Alpha Omega Wealth Partners to enhance client service and operational supportSCOTTSDALE, Ariz.--(BUSINESS WIRE)--#TeamOsaic--Osaic, Inc. (“Osaic”), one of the nation's largest providers of wealth management strategies, today announced Bowman Financial Solutions has joined its growing advisor network. Led by Chief Executive Officer Brent Bowman, a 20-year industry veteran, the North Carolina-based firm joins Osaic from LPL Financial, bringing $73 million in assets under administration (AUA) to the platform.
The Bowman Financial Solutions team includes Operations Manager Jared Bowman and Assistant Glenda Swank. The team will work closely with Russell Hadley, managing partner at Alpha Omega Wealth Partners. The affiliation marks a return to a trusted working relationship, as Brent Bowman and Hadley previously collaborated at Woodbury Financial.
“Our highest priority and greatest privilege is helping our clients meet their financial goals,”...
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30.07.25 - 14:57
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LPL Financial Welcomes ProsperLane Financial (GlobeNewswire EN)
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SAN DIEGO, July 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that mother and son team, Sheri Johnston, CFP® and Jason Hotzler, from ProsperLane Financial have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $250 million in advisory, brokerage and retirement plan assets.* Johnston joins LPL from Edward Jones and Hotzler from Thrivent Investment Management....
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