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Diamond Podcast: $1B+ Breakaway Team Gets Re-Energized at LPL

Angie Ostendarp and Jordan Raniszeski share their journey of why they left Wells Fargo and joined LPL's Strategic Wealth Services model.

Mitch mayfieldJeff vandiverLouis diamondAngie ostendarpStrategic wealth servicesWells fargoJordan raniszeskiMary wareWealth servicesPrivate wealth

LPL s Strategic Wealth Services Lures $1 45B Team From Wells Fargo

With $1.45 billion in total client assets, Carnegie Private Wealth represents the largest team to join LPL’s SWS division.

Thom maherJeff vandiverMitch mayfieldAngie ostendarpMerrill lynchWells fargoStrategic wealth servicesWells fargo advisorsCarnegie private wealthWealth servicesMaher wealth managementJordan raniszeskiMary sherrill

Ex-Wells Fargo team forms Carnegie at LPL Strategic Wealth

Five financial advisors with $1.45 billion in client assets and seven support staff members moved to the independent brokerage's breakaway channel.

Jeff vandiverMitch mayfieldAngie ostendarpSamantha sferasWachovia bankCommonwealth financial network business consulting servicesTerrana groupWells fargoStrategic wealth servicesJordan raniszeskiMary sherrill wareWells fargo advisorsNorth carolina based carnegie private wealthStrategic wealthFinancial networkBusiness consulting services

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