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Former Sagepoint Advisor Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Jeff Hedberg and the team at Hedberg Wealth Management has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

Hedberg reported having served approximately $150 million in advisory, brokerage and retirement plan assets, and joins LPL from SagePoint, part of the Advisor Group network of broker-dealers.

With registered offices in Fort Myers, Florida, and Newington, Connecticut, Jeff Hedberg opened Hedberg Wealth Management in 1996 and has more than three decades of wealth management experience. Hedberg Wealth Management also includes longtime branch operations manager Michelle Doffek and additional support from Devin Moore and Giuseppe (Joe) Terranova, who are working towards becoming licensed advisors.

“As our business grows, we want to ensure we are able provide each of our clients with the high level of service they have come to expect,” Hedberg said. “After reviewing LPL’s extensive suite of resources and capabilities, this new partnership felt like a natural fit. I’ve always been an entrepreneur and we appreciate that LPL supports the entrepreneurial spirit. From the firm’s integrated technology platform to the ability to provide clients with differentiated experiences, we are confident this move will help ensure Hedberg Wealth Management has the tools necessary to exceed our clients’ expectations.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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