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FUNDRAISING NEWS | January 09, 2025

LPL Recruits $320M Oregon Team from Osaic

Tags: Personnel, Financial Advisor Move

LPL Financial announced that the Medford, OR-based father-son team of Lewellyn Financial Management has joined its broker-dealer, RIA, and custodial platforms, transitioning from Osaic where they reportedly managed $320M in assets.

Established in 1995 by Bart Lewellyn, Lewellyn Financial provides investment services, retirement planning, and insurance strategies to a broad range of clients. Bart’s son Alex joined the firm in 2012 and serves as its chief financial officer.

Upon joining LPL, Lewellyn Financial underwent a rebranding and will operate as Lewellyn Wealth.

Written By: Dakota

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