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wealth team

Prince Financial Services

$1BBook of businessas reported in coverage
5Advisors
Seattle, WAMarket
1Moves on our record
The lineage
until Oct 15, 2026PRIORNorthwestern Mutual
Oct 15, 2026PRIORLPL Financial
Oct 15, 2026PRIORLPL Financial LLC
Oct 15, 2026CURRENTLPL Financial
Oct 14, 2026team liftoutNorthwestern Mutual → LPL Financial

No published coverage yet.

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.