LPL nabs MassMutual advisers managing $550 million

Planify Group, a six-adviser team in St. Louis that manages $550 million, has switched its affiliation from MassMutual to LPL Financial.

The advisers — Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks — are affiliating through Cornerstone Wealth Management, a large office of supervisory jurisdiction on the LPL platform.

The post LPL nabs MassMutual advisers managing $550 million appeared first on InvestmentNews.

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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