LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Steve Boeckmann and David Wyzgowski have joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.
Boeckmann and Wyzgowski reported having served approximately $350 million in advisory, brokerage and retirement plan assets, and join LPL from VALIC Financial Advisors, the broker-dealer for AIG Retirement Services.
In connection with the move, the pair launches BW Wealth Management, an independent financial practice based in Scottsdale, Arizona. With more than four decades of wealth management experience between them, the advisors focus on assisting their clients by creating personalized financial plans designed for retirement. The team also includes operations manager Natalie Wyzgowski who is Wyzgowski’s wife.
“Steve and I play an integral role in the lives of our clients because they trust us with the result of their life’s work,” Wyzgowski said. “No two clients are alike, which is why we take the time to understand their unique financial situations, as well as their goals and objectives, to help put them on the right path to a more confident fiscal future.”
LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent registered investment advisor firms nationwide.