$200 million team from Valic signs on with LPL
From left: Whitney Colton, Nicole Wilbert, Rodney Van Buren and Karen Savage
Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.
Two advisors who managed $200 million in client assets at Valic Financial Advisors, a unit of AIG Retirement Services, have affiliated with LPL Financial, the firm announced Monday.
Rodney Van Buren and Whitney Colton have launched a practice, Van Buren Wealth Management, in Melbourne, Florida, along with two staff members, Karen Savage and Nicole Wilbert.
Van Buren had been affiliated with Valic since 2009, according to his BrokerCheck report, and Colton has been with Valic since 2015.
According to a statement, the team were drawn to LPL by the freedom the independent model would afford the firm, as well as LPL’s technology.
“With more tools and flexibility, LPL gives us access to an elevated trading platform, as well as some of the best financial planning software and investments options available,” Van Buren said in the statement.
Learn more about reprints and licensing for this article.
