Home News LPL Financial Recruits $550 Million Team

LPL Financial Recruits $550 Million Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Gatewood Wealth Solutions to its broker-dealer and corporate registered investment advisor platforms.

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Gatewood Wealth Solutions to its broker-dealer and corporate registered investment advisor platforms. The team joins from Northwestern Mutual and serves approximately $550 million in brokerage and advisory assets.

Based in St. Louis, Gatewood Wealth Solutions serves high-net-worth clients, executives, business owners and emerging affluent families. Founder John Gatewood launched the practice in 1981, and his 13-member team includes five financial advisors as well as portfolio managers, financial planners and office support staff.

“We are on a mission to share our experience with families, helping them become and remain financially self-reliant so they can give purpose to their money,” said Gatewood. “The hallmark of our culture is our commitment to not simply answer questions, but to find clear solutions that lead to better outcomes for our clients.”

With the new affiliation with LPL Financial, advisors Daniel Goeddel, Brian McGeehon, Christina Shockley and Aaron Tuttle received ownership in the business.

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