Nebraska bank program managing $300 million switches to LPL

Sandstone Wealth Management, the investment program of Geneva, Nebraska-based Heartland Bank, has joined LPL’s Institution Services platform. The program’s two advisers and two assistants, who oversee $300 million in assets, had been affiliated with Raymond James and Royal Alliance.

Sandstone, the new name of the bank program, affiliated with LPL through JFC Advisor Network, a large office of supervisory jurisdiction based in Lincoln, Nebraska.

The two advisers are Tyler Daly, who runs Sandstone, and Mike Theis.

[More: What’s LPL’s recruiting deal for employee advisers?]

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Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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