LPL Financial has added another team to its sprawling platform. The firm announced Aero Capital, led by financial advisors Brice Lowe and Bradley Moser, as the latest practice to join its broker-dealer, RIA and custodial platforms, in alignment with Mariner Advisor Network, which supports advisors affiliated with LPL.
Moser has been registered in the investment industry for 37 years, according to his Brokercheck profile. Lowe, his stepson, has been in the industry for more than a dozen years.
The two are joining LPL from Stifel Financial, where they reported overseeing $150 million in assets for clients across advisory, brokerage, and retirement plan channels. Their services range from wealth planning and asset management to strategies for tax-advantaged investing and philanthropy.
“The next logical step for our business was to launch our new firm, Aero Capital, by partnering with LPL," Lowe said.
By moving to LPL, the Aero team have gained additional flexibility to serve their clients’ financial needs with a more boutique service that goes beyond investments, according to a statement from the firm.
Both Lowe and Moser hail from Wichita, known as the "Air Capital of the World," and have deep roots in Kansas.
Moser, who comes from a line of farmers, and Lowe have leveraged their understanding of local community needs and wealth management to carve out a niche in serving affluent families, business owners, and private family foundations.
“By leveraging the thought leadership and diverse resources of an experienced team, advisors can have more time to focus on helping their clients build their wealth,” said Jen Hanau, national managing director of Mariner Advisor Network.
Earlier this year, Stifel Financial welcomed a $650 million practice from LPL as the Stofan Agazzi Investments team joined its broker-dealer subsidiary, Stifel Independent Advisors.
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