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FUNDRAISING NEWS | April 17, 2024

Ameriprise FAs Join LPL Financial to Launch New Firm

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LPL Financial has added a trio of financial advisors Greg Mullaney, Colleen Kelly Abate, and Peter Pagano to its platform. The team, previously with Ameriprise Financial, reported managing approximately $300 million in assets. With their transition, they have launched Somnio Wealth, an independent financial practice located in Louisville, Kentucky.

The name "Somnio Wealth" derives from the Latin word for "to dream," reflecting the firm's mission to aid clients in achieving the American Dream. The firm's colors, red, white, and blue, further emphasize this focus. 

Greg Mullaney serves as the Chief Executive Officer and a Private Wealth Advisor. Mullaney has over 15 years in the financial services industry and obtains a CFP designation. Colleen Kelly works as a financial advisor for Somnio Wealth. Before joining LPL Financial, she served as a financial advisor at ARGI Financial Group and worked in various roles within foreign services. During this time, she learned Spanish and studied French and Chinese. Similar to Mullaney, she also holds a CFP designation. 

To view the press release, click here. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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