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FUNDRAISING NEWS | March 14, 2024

Brian Pflaum Joins LPL

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Brian Pflaum, a financial advisor in Alabama, has shifted his business to LPL Financial after learning that his previous firm, Lincoln Financial Advisors, would be acquired by Osaic. 

Pflaum, who has been with Lincoln Financial Advisors since 1998, specializes in offering planning and wealth management services. He manages approximately $345 million in assets. 

Through the transaction, Pflaum has rebranded his practice as TPG Private Wealth.

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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