Subscribe

Morgan Stanley duo managing $380 million goes indie with LPL

lpl $380 million

Chad Keeler, Brock Rouch set up Platte River Private Wealth in Casper, Wyoming.

Chad Keeler and Brock Rouch, brothers-in-law who managed $380 million at Morgan Stanley in Casper, Wyoming, have created Platte River Private Wealth and affiliated with LPL Financial through its platform for breakaway brokers.

Keeler, who began his career at Wells Fargo Advisors in 2008, had been with Morgan Stanley since 2011. Rouch joined Morgan Stanley in 2015.

[MORE: Morgan Stanley rep managing $260 million goes to Linsco]

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print