LPL Financial Welcomes Salient Wealth Planning Group
LPL Financial(LPLA) Newsfilter·2025-01-29 14:00SAN DIEGO, Jan. 29, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John P. Schlatter, CFP®, Robert Rojano, Alec Hoag, CFP®, and Michael Madden, CFA®, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Manhattan Beach, Calif., Schlatter founded Salient Wealth Planning Group to provide clients with customized investment str ...