Another Ameriprise Team With $275 Million in Assets Heads to LPL Financial
Financial advisers Larry Hubbard, APMA; Craig Conner, CFP, APMA, ChFC, BFA; and Jade Maasch, CFP, BFA, APMA, have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets and join LPL from Ameriprise Financial Inc.
The advisers are longtime colleagues who teamed up to create a full-service wealth management firm dedicated to helping motivated clients understand their entire financial picture. Formerly Alliance Financial Partners, the team has rebranded as Legacy Premier Wealth Management with the move to LPL. They are based out of Greeley, Colo., and Cheyenne, Wyo., and are supported by Rob Timme, chief operating officer.
“We’re passionate about helping create a lasting legacy for our clients and their families,” Hubbard said. “Our mission is to educate and empower our clients, helping them navigate financial decisions with confidence.”
This activity is yet another example of wealth managers switching between Ameriprise and LPL. Just last month, a $345 million asset team called Jackson/Roskelley Wealth Advisors joined LPL from Ameriprise. And more recently, Tennessee-based Highland Wealth Management hopped to LPL from Ameriprise.
As Hubbard and team continued to evolve, the advisers sought a new firm that would best support their vision for the future. Their due diligence process led them to LPL.
“By making this move, we have the flexibility to grow the practice in a way that will be seamless and non-disruptive for clients and our staff,” Hubbard said. “LPL does not offer proprietary investment products, which allows us to provide the products and services our clients need. Additionally, we appreciate LPL’s size and scale, along with its integrated, open architecture platform where we can access everything we need with a single sign-on.”
The team is committed to building long-term relationships with both clients and their communities. They actively volunteer with such groups as United Way of Weld County and the American Cancer Society.
“We welcome Larry, Craig, and Jade to the LPL community and congratulate them on the launch of Legacy Premier Wealth Management. Advisers who join LPL have access to dedicated support teams and integrated capabilities that allow them to run high-performing practices, maintain operational efficiency and focus on their clients,” said Scott Posner, LPL executive vice president, business development.
LPL Financial Holdings Inc. serves nearly 29,000 financial advisers nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled $1.7 trillion as of Dec. 31, 2024.
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