Team move
Lakewood Wealth Management
Cambridge → LPL Financial
What changed
Joined LPL Financial's broker/dealer and RIA platforms with Lakewood Wealth Management from Cambridge, serving about $170 million as of year-end 2025.
- Reported / discovered
- Oct 1, 2026
- Effective
- Not reported
- New role
- Financial Adviser
- Previous role
- Not reported
- Market
- Ann Arbor, MI
- Reported book
- $170M
- Reported team size
- 3 people
- Named people
- 3
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
PLANADVISER ↗Oct 1, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
3 observations consolidated into one event.
Oct 5, 2026Source evidence reconciled