Advisers on the Move

Team managing $180 million switches from LPL to Commonwealth

Three-adviser TL Financial Group is based in Southgate, Mich.

May 15, 2018 @ 5:47 pm

By InvestmentNews

TL Financial Group, which manages $180 million in assets, has changed affiliation from LPL Financial to Commonwealth Financial Network.

The hybrid advisory firm, based in Southgate, Mich., is headed by Tony LaJeunesse and includes advisers Michelle LaFuente and Erin Wozniak.

Mr. LaJeunesse began his securities career in 2002 at SunAmerica Securities and worked at two firms before affiliating with LPL in 2012.

Ms. LaFuente, who began her career at National Planning in 2011, joined Mr. LaJeunesse at LPL in 2012. Ms. Wozniak also began her career at National Planning, in 2012, and moved with the team to LPL in 2012.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

INTV

What it took to win an Excellence in Diversity & Inclusion Award

Editor Fred Gabriel and special projects editor Liz Skinner explain how InvestmentNews chose the winners of our inaugural Excellence in Diversity & Inclusion Awards.

Latest news & opinion

Tax-credit investigation may trip up Wells Fargo

Justice Department is investigating bank's dealings in tax credits for low-income housing, sources say.

10 biggest boomtowns in America

These metro areas are seeing the biggest influx of people, work opportunities and business growth.

SEC ponders creating video to help investors decide between investment adviser and broker

Chairman Jay Clayton has suggested the host on the video would deliver similar information as conveyed on disclosure Form CRS.

Genworth raises long-term-care insurance costs an average 58%

The cost increases, approved by regulators in the second quarter, affect roughly $160 million of in-force premiums.

Registered reps, firms in brokerage industry decline: new Finra report

Regulator publishes first-ever snapshot of sector it oversees.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print