$200 million unit at Wisconsin bank moves to LPL from MassMutual
Summit Street operates in 14 branches of Oconomowoc’s Bank Five Nine
Summit Street Wealth Management, a six-person brokerage and advisory unit at Oconomowoc, Wis.-based Bank Five Nine, has moved to LPL’s Institution Services platform from MML Investors Services, a unit of MassMutual.
The unit, which began as an independent firm before joining the bank in 2014, serves clients with approximately $200 million in assets through 14 branch offices in southeastern Wisconsin.
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