LPL Lures Former Lincoln Team Who Brings $615 Million in Assets
Financial advisers Jason Walker, Vladimir Nikitenko, CFP, H. Scott Braswell, Rosty Tkachenko, and John Hydrick, CFP, have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms – aligned with existing LPL firm Integrated Financial Group.
They reported serving approximately $615 million in advisory, brokerage, and retirement plan assets and join LPL from Lincoln Financial, whose wealth management business was acquired by Osaic earlier this year.
The Atlanta-based advisers are longtime colleagues who branched off to create a new practice, Wealthstead Financial Advisors. Led by managing partner Jason Walker, an Army veteran and graduate of the U.S. Military Academy at West Point, the Wealthstead team offers comprehensive financial planning services and investment advice, with a focus on retirement income planning and portfolio management.
Wealthstead’s business primarily grew out of the nonprofit market and has a strong track record of helping clients on their path to financial success. Now, their diverse client base includes mass affluent families, executives, and business owners. After learning their former firm would be acquired, Wealthstead surveyed the marketplace to find the ideal partner for the future of their business.
“After a thorough due diligence process, we felt the move to LPL was a natural fit for our team,” said Walker. “We were looking for a partner that would allow us to collaborate more effectively and use each other’s different backgrounds and specialties to better serve our clients. We believe LPL’s integrated technology and strategic business resources give us more choices and robust tools to deliver exceptional experiences to our esteemed clients.”
The Wealthstead team also appreciates the localized support, resources and culture found at Integrated Financial Group, or IFG. They look forward to building connectivity with other like-minded advisers and having access to IFG study groups to help them grow.
“Integrated Financial Group is thrilled to partner with Wealthstead as they embark upon this new journey with LPL and IFG,” said Land Bridgers, chief executive officer of Integrated Financial Group. “IFG’s comprehensive mutual selection process attracts amazing financial professionals like the Wealthstead team, and we are excited to provide services and support to them as they positively influence and serve their clients and community.”
“We welcome the Wealthstead team to LPL and congratulate IFG on growing its community of advisers. At LPL, we are steadfast in our commitment to deliver a sophisticated wealth management platform and robust business tools designed to help advisers differentiate their practices and be successful serving the needs of their clients,” said Scott Posner, LPL executive vice president of business development.
“We are a partner for the long haul and look forward to supporting Wealthstead Financial Advisors as they continue to grow, evolve and build their ideal practice,” Posner added.
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