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January 23, 2020 at 10:18 AM
(Image: Shutterstock)
LPL Financial says advisor William “Bill” Matesich Sr. is now on its platforms after leaving Wells Fargo Advisors Financial Network, where he worked with $140 million in assets.
Matesich joined the industry in the late 1980s, after losing his wife and experiencing a series of other hardships. He worked at a bank and earned his licenses, later moving to a larger firm and founding Matesich Financial Services in Grove City, Pennsylvania, in 2009.
“The goals and dreams that I set for myself in 1987 came true when I was able to run my own financial services company,” he said in a statement. “It is so rewarding and humbling to watch my clients’ lives play out every day; watching their children succeed and helping them work toward their retirement goals.”
In addition, LPL says a group of eight advisors have joined it from Advisor Group’s SagePoint Financial and Ameriprise Financial. They are aligned with Office of Supervisory Jurisdiction manager and advisor Mike Sisco and work with about $260 million in assets.
The new group is doing business as Paradigm Wealth Partners in Des Moines, Iowa. It includes Sandra Larson, Steven Larson, Casey Larson, David Scott, Michael Lynch, Timothy Frey and Rick Yoder, all based in the Midwest and Texas.
“We’ve created a really wonderful collection of financial advisors who share a common goal of helping others accomplish their financial goals in an ethical, honest and empathetic way,” Sisco said in a statement.
Earlier in January, LPL recruited advisors Paul Meyers and Brady Brunsvold, a certified financial planner, of Legacy Wealth Management. They work with $140 million in assets and formerly worked with Advisor Group’s Woodbury Financial Services.
Meyers has about 30 years in the business, founded Legacy Wealth in Fargo, North Dakota, and was associated with LPL about a decade ago. Brunsvold, who has been with several brokerages, joined the practice in 2016. It’s “nice to come back home to LPL,” according to Meyers.
