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FUNDRAISING NEWS | November 25, 2024

LPL Adds $250M Utah Team from Northwestern Mutual

Tags: Personnel, Financial Advisor Move

LPL Financial announced the launch of Pleasant Grove, UT-based independent practice Happier Wealth, adding $250M to the firm’s assets under management.

Happier was founded by former Northwestern Mutual advisors Will Beck, Mike Macfarlane, Tyler Vongsawad, and Sam Rosen, who collectively bring over 70 years of industry experience. The new team will provide comprehensive financial planning services, including investment management, tax planning, retirement planning, and estate planning.

Sources:

https://www.lpl.com/news-media/press-releases/lpl-financial-welcomes-happier-wealth.html

https://www.globenewswire.com/news-release/2024/11/25/2986706/29579/en/LPL-Financial-Welcomes-Happier-Wealth.html

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