San Diego-based LPL Monetary introduced at the moment that Blake Mier, a Bloomington, Sick.-based monetary advisor serving $230 million in belongings, is becoming a member of the agency’s broker-dealer, RIA and custodial platforms.
“My objective is to assist my purchasers meet their monetary targets and targets, and I imagine that by partnering with LPL I might be higher in a position to do exactly that,” Mier stated in feedback launched by LPL. “LPL doesn’t imagine in a one-size-fits-all method, however as an alternative presents an enormous number of services and products that I can select from to finest serve my purchasers’ wants. I’m assured that making this transfer to LPL was the proper resolution for my purchasers and for my enterprise.”
Mier, whose enterprise operates as Mier Monetary, beforehand labored as a monetary advisor inside the Wells Fargo Advisors community, in accordance with the announcement. He might be joined at LPL by shopper relationship supervisor Katie Simpson.
Mier has been an advisor for 25 years, in accordance with the announcement.
“We welcome Blake and Katie to the LPL neighborhood and applaud their dedication to forging long-term relationships with their purchasers,” stated Scott Posner, LPL government vice chairman of enterprise technique and progress, in launched feedback. “At LPL, we’re dedicated to supporting advisors with modern enterprise merchandise and options that present flexibility and autonomy in how they serve their purchasers and develop their enterprise. We sit up for a protracted and profitable partnership with Mier Monetary.”