Bialke Financial Partners, which managed $150 million at Lincoln Financial Advisors in Virginia, Minnesota, has affiliated with LPL Financial’s broker-dealer and will use LPL as its custodian.
The firm will operate as the investment arm of the American Bank of the North and use Financial Resources Group Investment Services as its office of supervisory jurisdiction.
Founded in 1947, the Bialke team includes advisors Christopher Bialke, Dan Rabideaux, Jeremy Bateman and Alyssa Droste, and office manager Mercedeez Samson.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
