Hybrid firm managing $700 million at MML Investors switches to LPL

Hybrid firm managing $700 million at MML Investors switches to LPL
Six-partner Intermountain Financial Partners is based in Salt Lake City
AUG 29, 2019
A hybrid firm of six advisers managing $700 million has switched its broker-dealer and registered investment adviser affiliations to LPL Financial from MML Investors Services. [More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.] Intermountain Financial Partners' financial advisers — Brian Kasteler, Joseph Taylor, Nathan Woodward, Jorge Becerra, Michael Donaldson and Patrick Latimer — are assisted by five support staff members at their Salt Lake City offices. Mr. Kasteler, who began his securities career in 1992 at First Western Advisors, affiliated with MML Investors Services in 2003. [Recommended video:​ Is it time to sell your RIA? One industry expert says yes]

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