LPL Financial has attracted an advisor with around $230 million in advisory, brokerage and retirement plan assets to its broker-dealer, RIA, and custodial platforms.
Blake Mier of Mier Financial, based in Bloomington, Illinois, was previously with Wells Fargo Advisors Financial Network but decided to make the switch to gain greater autonomy and he was also impressed with the selection of products and services offered.
With 25 years of experience in the financial services industry, Mier says relationships with clients and their families is an important part of a successful advisory practice.
“The best part of my job is getting to know my clients and their financial hopes, goals and fears, and then working with them to put together a financial plan that addresses all of those things,” Mier said. “Most of my clients have been with me for years, and many of them are multi-generational. I am very proud of the relationships I have built during my career and am honored that my clients trust me with this extremely important part of their lives.”
He is joined in his move by client relationship manager Katie Simpson. For LPL, adding Mier to its growing list of affiliates follows a strong start to November, with a $225 million team in Georgia joining from United Planners and a $550 million team who jumped from Ameriprise.
Global survey reveals tailwinds for active ETFs and alternative strategies, plus a turning point in cost-conscious investing.
The top-ranked IBD giant is looking to bolster its workforce with thousands of new independent advisors, representatives, and interns.
The restrictions on certain money-market products mark the latest development in the ongoing turf war between ETFs and mutual funds.
Up to 700 employees have reportedly accepted the Trump administration's $50,000 incentive, raising questions about the agency's ability to function in the future.
The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
