Tim Vanderloo, who managed $200 million at Wells Fargo Advisors in Omaha, Nebraska, has moved to Silverleaf Wealth Management, an affiliate of LPL Financial.
Working though Silverleaf, Vanderloo will use LPL’s broker-dealer, hybrid registered investment adviser and custodial platforms.
Vanderloo has 21 years of experience, according to his BrokerCheck record, starting at Merrill Lynch in 2000.
New integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.
They settled the same day the SEC sued - but the penalty is still unset.
The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.
The tribally owned investment arm of the Eastern Band of Cherokee Indians clams it has not recovered any money from a $2.5 million loan to Smith's real estate firm.
The Lynnfield RIA enters the Midwest a second time, adding a specialist Milwaukee equity team to its investing platform.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
