Tennant Financial, a team serving $1.3 billion in advisory, brokerage and retirement plan assets, has joined LPL Financial's broker-dealer and RIA platform from Northwestern Mutual.
Based in Ballston Lake, New York, the team — led by Steven Tennant, Jeremy Berry and Ryan Wade — provides financial services to clients throughout New England and nationwide.
Clients include high-net-worth families, corporate executives, business owners and medical professionals, as well as individuals navigating life transitions.
In a statement, Scott Posner, managing director of business development for LPL, extended "a warm welcome to Tennant Financial. We look forward to supporting the team as they start this new chapter of their business.”
Advanced Tech
The team jumped to LPL for greater independence, flexibility and access to advanced technology for their clients.
“Our research and planning process, combined with and LPL’s technology and integration capabilities, were key factors in our decision," Berry said in the statement. "The technological landscape has advanced so quickly in the last five years, and we’re excited to bring that to bear for our clients and team. We are on the cusp of significant change fueled by AI and the impact it will have on our abilities as advisors to provide the best service possible for our clients. By making this change today, it puts us in a position to continue to meet the needs of our clients as well as better support our team, both of which are critical to our current and future success.”
Credit: Justin Moore Scott
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