LPL Financial LLC, the nation’s largest independent broker-dealer, has added Northern Lakes Financial Group to its broker-dealer, hybrid registered investment advisor, and custodial platforms. The team joins from Thrivent Investment Management and reportedly serves approximately $120 million in advisory, brokerage and retirement plan assets.
Based in Burlington, Wisconsin, Northern Lakes Financial Group is comprised of father-daughter team Robert Viau and Liz Mengo, who have approximately 35 years of combined experience as financial consultants. They are joined by client support specialist Kamryn Nardini. The team offers a variety of products and services, including retirement planning, life insurance, mutual funds and charitable giving.
“Over the years, I’ve made a lot of commitments to my clients, and I’m dedicated to upholding those promises,” Viau said. “We’re proud of the trust our clients place in us, and we always want to ensure that we’re providing them with the tools that can help them not only reach, but also make the most out of their goals.”
LPL Financial provides service to approximately $1.21 trillion in brokerage and advisory assets as of December 31, 2021. The company supports more than 20,000 financial advisors, 800 institution-based investment programs, and 500 independent RIA firms nationwide.