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FUNDRAISING NEWS | March 08, 2024

Former $150M Stifel Team Departs to LPL Financial

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LPL Financial has acquired advisors Brice Lowe and Bradley Moser from Stifel Financial, who managed approximately $150 million in assets. The duo will operate under the name Aero Capital and align with the Mariner Advisor Network, which provides support for advisors on LPL's platform.

Based in Wichita, Kansas, Aero Capital offers a wide range of wealth management services. Their offerings include wealth planning, asset management, tax-advantaged investment strategies, and estate planning review services. Additionally, they specialize in providing charitable giving strategies to their clientele, which consists of affluent families, business owners, and private family foundations. This new partnership highlights LPL's ongoing efforts to enhance its platform and service offerings by incorporating experienced advisors and their teams.

Prior to launching Aero Capital with his stepson, Brice Lowe, Brad Moser spent more than 35 years in the financial services industry, having started in 1986 with Merrill Lynch. Moser spent a substantial duration with Stifel from 1998 until transitioning to LPL. Brice Lowe began his career in the financial industry in 2009, starting with Stifel. He has also obtained CFP and CPWA designations. 

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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