DealsJul 30, 2026, 09:00 AM
LPL Financial Welcomes PacK Financial with $150M in Assets
AI Summary
LPL Financial announced that financial advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group, an LPL-aligned firm. They bring approximately $150 million in advisory, brokerage, and retirement plan assets from Cetera. The move provides PacK Financial with enhanced technology and resources to support their growth and client service, while LPL expands its network and assets under management.
Key Highlights
- Frank Patton and Kimberlee Mott of PacK Financial joined LPL Financial through Balmville Wealth Group.
- They bring approximately $150 million in advisory, brokerage, and retirement plan assets.
- The advisors have a combined 45 years of industry experience.
- PacK Financial moved from Cetera to an LPL-aligned firm.
- LPL Financial supports over 32,000 financial advisors.
- LPL Financial custodies approximately $2.3 trillion in assets.
Price Impact
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