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FUNDRAISING NEWS | March 15, 2024

LPL Lures Haul of FAs From Osaic

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LPL Financial has added seven advisors from Osaic, bringing with them a total of $700 million in assets. The advisors, including Michael Matheson, Susan Anderson, Marie Henrichs, Amy Holewa, Jeff Schuler, Paul Lyon, and Dan Pias, were all previously associated with Financial Dimensions Group, an Osaic firm.

These advisors are based in Maple Grove, Minnesota, where they operate distinct practices such as M2 Financial Group, Holewa Financial, and Schuler Financial Advisor Group but often collaborate on business strategies and service models. Veterans in the financial industry, Matheson, Schuler, Pias, and Lyon, have been active since the late '80s and early '90s, initially registering with Ameriprise Financial and its predecessors. They joined Osaic in 2005 after starting their careers with companies like IDS Life Insurance Co. and American Express Financial Advisors. 

Amy Holewa entered the finance sector in 1996 with IDS Life Insurance and has worked with various firms including Ameriprise and ING Financial Partners before moving to Osaic. Marie Henrichs began her career in 2006 with Royal Alliance Associates, a precursor to Osaic, and has also been associated with SagePoint Financial. Susan Anderson started in the financial industry in 2009 directly with Osaic. 

LPL continues to be an attractive platform for advisors.

To view the press release, click here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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