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Duo managing $380 million at Wells Fargo Advisors joins Commonwealth

commonwealth $380 million

Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies join the firm’s network of independent advisers.

A two-adviser team with more than $380 million in assets under management has switched affiliation from Wells Fargo Advisors to Commonwealth Financial Network’s network of independent financial advisers.

Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies bring more than 40 years of combined experience in financial services and wealth management, Commonwealth said in a press release Tuesday.

Lumitas offers goals-based value planning for individuals, families and executives.

[MORE: Fee revenue surged at the largest IBDs last year]

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