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June 06, 2019 at 10:15 AM
RBC Wealth Management added two teams from Wells Fargo Advisors with a total of $225 million in Bend, Oregon: Riemer Wealth Management Group, a father-daughter team working with about $150 million in assets, and Vlach Wealth Management Group, a father-son team managing $75 million in assets.
Reimer includes George Riemer, who joins with 36 years of industry experience, and Brooke Riemer, who has eight. “After conducting a thorough search, we decided to join RBC Wealth Management because of the firm’s core values and culture of acting in the best interests of clients,” the group said in a statement.
Vlach Wealth is comprised of Roger Vlach, who has 39 years of experience, and Jeremy Vlach, with 19. “What attracted us to RBC Wealth management was the smaller firm culture, coupled with the global resources of one of North America’s most successful, diversified financial services companies, RBC,” this team explained in a press release.
The Bend branch director is Pamela Carty.
LPL Recruits
Meanwhile, LPL Financial says financial advisors Jake Murray, Mike Canavan and Jill Phillips of Teton Wealth Management are now part of its broker-dealer and corporate registered investment advisor (RIA) platforms. The Idaho Falls, Idaho-based group works with $185 million of client assets and join from Waddell & Reed.
“LPL offers robust technology and a tremendous amount of resources and support that gives our team the ability to deliver advice and service catered to the needs of our clients,” acccording to Murray.
Last week, LPL said that advisors Brian Davis and Brian Remson of Waco, Texas, affiliated with Credent Wealth Management, which uses LPL’s hybrid platform. The independent reps, both of whom are CFPs, work with $110 million of assets and formerly were with Raymond James Financial Services.
“We found true kindred spirits in Credent Wealth and LPL Financial. It was important to us that our new partners place as much emphasis on integrity and putting clients first as we do,” according to Remson.
Davis said in a statement, “Credent Wealth takes a strategic team-based approach to providing clients personalized investment strategies. With their partnership and access to LPL’s tools and resources, we can improve our service model by spending less time on office work and more time deepening relationships with our clients, boosting our ability to serve our clients’ financial needs.”
