LPL Financial Adds $500 Million Clearview Wealth Partners
LPL Financial LLC, the nation’s largest independent broker-dealer, has added the newly rebranded Clearview Wealth Partners to its broker-dealer, corporate registered investment advisor, and custodial platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added the newly rebranded Clearview Wealth Partners to its broker-dealer, corporate registered investment advisor, and custodial platforms.
The Clearview team joins from Lincoln Financial Advisors and serves approximately $500 million in advisory, brokerage and retirement plan assets. They are aligned with The Financial Services Network, an existing LPL large enterprise.
Clearview Wealth Partners is a full-service wealth management firm that primarily serves business owners, corporate executives and professional athletes. The team is led by managing partners and cofounders Bill Roland and Jim Westermeyer, who are joined by fellow financial advisors Ashley Sawyer and Mike Lemas and a four member office support staff. They operate out of three offices based in Petaluma and Pleasanton, California, and Scottsdale, Ariz.
“We are excited to launch our new name and brand, with the Clearview name denoting transparency,” said Westermeyer. “This move ensures our clients will have innovative tools and resources available to them. We look forward to growing our practice and helping clients make good decisions around their financial health, investment management, estate planning, overall risk management, business continuity planning, employee benefits and corporate retirement plans.”
LPL Financial provides service to approximately $1.13 trillion in brokerage and advisory assets as of September 30, 2021. The company supports more than 19,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide.
