LPL nabs MassMutual advisers managing $550 million
The six-adviser team in St. Louis, Planify Group, is affiliating through super OSJ Cornerstone Wealth Management.
Planify Group, a six-adviser team in St. Louis that manages $550 million, has switched its affiliation from MassMutual to LPL Financial.
The advisers — Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks — are affiliating through Cornerstone Wealth Management, a large office of supervisory jurisdiction on the LPL platform.
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