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Wealth Advisor Daily
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Thursday, October 1, 2026The Morning Brief →Sign in
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Charles Dobben

In PWD coverage since September 30, 2026 · 3 stories
PWD coverage
move

Lakewood Wealth's $170 million Ann Arbor team moves from Cambridge to LPL

The three-adviser book spans advisory, brokerage and retirement plan assets; the announcement does not disclose transition terms.
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Moves · Sep 30LPL recruits Lakewood Wealth Management's three advisors from Cambridge
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