Edward Jones quartet in Wisconsin jumps to LPL
From left: Matthew L. Malvitz, Sam Asani, Isaac J. Hart and Robert Entwistle Jr.
The four advisors control $400 million in client assets and their Elkhorn-based firm is called Omnia Wealth Group.
A quartet of Edward Jones financial advisors based in southern Wisconsin last week joined LPL Financial to launch a new independent office, the firm announced Monday.
The four advisors — Isaac J. Hart, Robert Entwistle Jr., Matthew L Malvitz and Sam Asani — are based in Elkhorn, Wisconsin and their practice is called Omnia Wealth Group. They control $400 million in client assets.
“We all run similar practices, share the same client-centric values and appreciate the family-oriented Midwestern culture, so it made sense for us to come together under one umbrella,” Entwistle said in a statement.
A spokesperson for Edward Jones on Monday morning did not immediately return a call to comment about the four advisors leaving.
According to their BrokerCheck profiles, each was registered with LPL starting last Tuesday.
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