Eight advisers managing $260 million in brokerage and advisory assets, and working though Paradigm Wealth Partners, a Des Moines, Ia.-based office of supervisory jurisdiction run by Mike Sisco, have affiliated with LPL Financial.
Seven of the advisers — Sandra Larson, Steven Larson, Casey Larson, David Scott, Michael Lynch, Timothy Frey and Rick Yoder — were supervised by Mr. Sisco at Sagepoint Financial.
Another adviser, who was formerly affiliated with Ameriprise Financial, also joined the team.
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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.
