Products
Who We Serve
Data Sets
Integrations
Services
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.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
Biotech, Value-Based Care, and Digital Health Drive September 2025 Healthcare Transactions
October 14, 2025
AI, LBOs, and Quantum Computing | September 2025 Tech & Software Transactions
October 09, 2025
October 6, 2025 Investor News: Blackstone Asia Fund Nears $12.9B Cap, and more...
October 06, 2025
September Capital Flows Driven by $40B Allocator Activity and Mega-Fund Closures
October 06, 2025
Distribution, Manufacturing, and Defense Drive August 2025 Industrials Transactions
September 24, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy