OSJ managing $260 million switches to LPL from Sagepoint

OSJ managing $260 million switches to LPL from Sagepoint
Mike Sisco forms Paradigm Wealth Partners, based in Des Moines, Iowa
JAN 16, 2020

Eight advisers managing $260 million in brokerage and advisory assets, and working though Paradigm Wealth Partners, a Des Moines, Ia.-based office of supervisory jurisdiction run by Mike Sisco, have affiliated with LPL Financial.

Seven of the advisers — Sandra Larson, Steven Larson, Casey Larson, David Scott, Michael Lynch, Timothy Frey and Rick Yoder — were supervised by Mr. Sisco at Sagepoint Financial.

Another adviser, who was formerly affiliated with Ameriprise Financial, also joined the team.

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