Business UpdateJul 21, 2026, 09:03 AM

LPL Financial Welcomes Bizjack Team with $145M in Assets

AI Summary

LPL Financial LLC announced that financial advisors John Bizjack and Brian Bizjack have joined its broker-dealer and Registered Investment Advisor (RIA) platform. The team, operating a family-owned practice in Tulsa, Okla., reported serving approximately $145 million in advisory, brokerage, and retirement plan assets. They join LPL from Morgan Stanley and are aligned with Ascendus Financial Advisors, citing LPL's platform capabilities and client-first approach as key reasons for their move.

Key Highlights

Financial advisors John Bizjack and Brian Bizjack joined LPL Financial's platform.
They reported serving approximately $145 million in advisory, brokerage, and retirement plan assets.
The team joins LPL from Morgan Stanley.
They are aligned with Ascendus Financial Advisors, an existing LPL-affiliated firm.
The family-owned practice is based in Tulsa, Okla., serving families and individuals.

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LPLA

Investment Bankers/Brokers/Service

LPL Financial Holdings Inc.

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