LPL has broadened its footprint yet again in Idaho as an independent planning firm strengthens its presence in Illinois.
LPL Financial announced that Patrick and Jack Trimp, a father-son duo operating as Trimp Wealth Management in Idaho Falls, Idaho, have joined the firm’s broker-dealer, RIA and custodial platforms. The team brings approximately $220 million in advisory, brokerage and retirement plan assets, transitioning from Nations Financial Group.
Patrick Trimp entered the financial industry in 1999 after a 10-year career in the US Navy, where he completed nuclear power training and served aboard the USS Hammerhead. He founded the firm in 2008 with a goal of aligning education and strategy in client service. His son Jack joined in 2019.
“We spent more than three years looking for a new partner, so you could say we really did our due diligence,” Jack Trimp said in a statement, citing LPL’s open architecture platform and advisor-focused resources.
Trimp Wealth Management's move builds on LPL's continuing recruitment streak for 2025, which includes a $450 million Kansas-based team from Osaic and a three-person Tennessee team from UBS.
Meanwhile, NorthRock Partners has expanded its Chicago presence through the acquisition of Tony Pondel’s long-running advisory practice. He joins NorthRock’s team of advisors serving executives, business owners and high-net-worth clients across the region.
Prior to NorthRock Partners, Pondel was affiliated with LPL, according to his BrokerCheck profile.
"Tony’s dedication to building meaningful relationships with his clients aligns perfectly with our mission of delivering deeply integrated, personalized advice,” Sean Baenen, managing partner at NorthRock Partners, said in a statement.
A 32-year veteran of the industry, Pondel lauded NorthRock’s model offering comprehensive financial and lifestyle solutions, as well as the opportunity to "expand the resources and services I can provide to my clients."
NorthRock, which oversees more than $6.7 billion in assets for over 2,400 clients, has been growing through strategic expansions in key markets and the development of its Personal Office model – a combination of financial and lifestyle planning services.
The firm also offers specialized services for specific clientele including entertainers and athletes, a dedicated unit for hockey players, and philanthropists.
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