LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal
LPL Financial (NASDAQ:LPLA) announced that financial advisors Mike Trudeau, Matt Merrick, Ben Ollila, and Ben Prchal have joined LPL Financial's broker-dealer and RIA platforms, partnering with Strategic Wealth Group. The team, which previously served at Thrivent Investment Management, manages approximately $220 million in advisory, brokerage and retirement plan assets.
Based near Minneapolis, the team specializes in retirement planning and brings three decades of combined industry experience. The move to LPL and Strategic Wealth Group enables them to operate independently, free from corporate mandates and proprietary investments, while gaining access to LPL's technology and integrated capabilities, including Strategic Tax Group's in-house tax professionals.
LPL Financial (NASDAQ:LPLA) ha annunciato che i consulenti finanziari Mike Trudeau, Matt Merrick, Ben Ollila e Ben Prchal si sono uniti alle piattaforme broker-dealer e RIA di LPL Financial, collaborando con Strategic Wealth Group. Il team, che in precedenza operava presso Thrivent Investment Management, gestisce circa 220 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Con base vicino a Minneapolis, il team è specializzato in pianificazione pensionistica e vanta tre decenni di esperienza combinata nel settore. Il passaggio a LPL e Strategic Wealth Group consente loro di operare in modo indipendente, senza vincoli aziendali o investimenti proprietari, beneficiando al contempo della tecnologia e delle capacità integrate di LPL, inclusi i professionisti fiscali interni di Strategic Tax Group.
LPL Financial (NASDAQ:LPLA) anunció que los asesores financieros Mike Trudeau, Matt Merrick, Ben Ollila y Ben Prchal se han unido a las plataformas broker-dealer y RIA de LPL Financial, en colaboración con Strategic Wealth Group. El equipo, que anteriormente trabajaba en Thrivent Investment Management, administra aproximadamente 220 millones de dólares en activos de asesoría, corretaje y planes de jubilación.
Con sede cerca de Minneapolis, el equipo se especializa en planificación de jubilación y cuenta con tres décadas de experiencia combinada en la industria. La transición a LPL y Strategic Wealth Group les permite operar de manera independiente, libres de mandatos corporativos e inversiones propietarias, al tiempo que acceden a la tecnología y capacidades integradas de LPL, incluyendo a los profesionales fiscales internos de Strategic Tax Group.
LPL Financial (NASDAQ:LPLA)는 금융 자문가 Mike Trudeau, Matt Merrick, Ben Ollila, Ben Prchal이 LPL Financial의 중개인 및 RIA 플랫폼에 합류하여 Strategic Wealth Group과 협력하게 되었다고 발표했습니다. 이전에 Thrivent Investment Management에서 근무했던 이 팀은 약 2억 2천만 달러 규모의 자문, 중개 및 은퇴 계획 자산을 관리하고 있습니다.
미니애폴리스 인근에 기반을 둔 이 팀은 은퇴 계획을 전문으로 하며, 총 30년에 달하는 업계 경험을 보유하고 있습니다. LPL과 Strategic Wealth Group으로의 이동은 이들이 기업의 지시나 독점 투자에서 벗어나 독립적으로 운영할 수 있게 하며, LPL의 기술과 통합 역량, 그리고 Strategic Tax Group의 내부 세무 전문가에 접근할 수 있게 합니다.
LPL Financial (NASDAQ:LPLA) a annoncé que les conseillers financiers Mike Trudeau, Matt Merrick, Ben Ollila et Ben Prchal ont rejoint les plateformes de courtage et RIA de LPL Financial, en partenariat avec Strategic Wealth Group. L'équipe, qui travaillait auparavant chez Thrivent Investment Management, gère environ 220 millions de dollars d'actifs en conseil, courtage et plans de retraite.
Basée près de Minneapolis, l'équipe est spécialisée dans la planification de la retraite et cumule trois décennies d'expérience dans le secteur. Leur passage à LPL et Strategic Wealth Group leur permet d'opérer de manière indépendante, sans contraintes d'entreprise ni investissements propriétaires, tout en bénéficiant des technologies et capacités intégrées de LPL, incluant les professionnels fiscaux internes de Strategic Tax Group.
LPL Financial (NASDAQ:LPLA) gab bekannt, dass die Finanzberater Mike Trudeau, Matt Merrick, Ben Ollila und Ben Prchal den Broker-Dealer- und RIA-Plattformen von LPL Financial beigetreten sind und mit Strategic Wealth Group zusammenarbeiten. Das Team, das zuvor bei Thrivent Investment Management tätig war, verwaltet etwa 220 Millionen US-Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen.
Das in der Nähe von Minneapolis ansässige Team ist auf Altersvorsorgeplanung spezialisiert und bringt drei Jahrzehnte gebündelte Branchenerfahrung mit. Der Wechsel zu LPL und Strategic Wealth Group ermöglicht es ihnen, unabhängig zu arbeiten, frei von Unternehmensvorgaben und proprietären Investitionen, während sie Zugang zu LPLs Technologie und integrierten Fähigkeiten erhalten, einschließlich der internen Steuerexperten der Strategic Tax Group.
- Team managing $220 million in assets joins LPL's platform
- Addition strengthens LPL's presence in the Minneapolis market
- Partnership provides access to integrated tax services through Strategic Tax Group
- None.
SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm Strategic Wealth Group. They reported serving approximately
Based just outside of Minneapolis in Lino Lakes, Minn., Trudeau, Merrick and Ollila began collaborating in 2009 and bring a combined three decades of financial industry experience to the practice. Prchal, who entered the financial industry in 2021, completes the team. Together, they take a take a holistic approach to helping their clients — most of whom are nearing or in retirement — plan for the next phase of their fiscal futures.
“We approach financial planning like it’s a jigsaw puzzle to solve,” Merrick said. “Each piece of our clients’ financial puzzle — like retirement, Social Security investments, assets and estate planning — must be placed correctly to complete their fiscal picture.”
Why they chose LPL and Strategic Wealth Group
Looking for a strategic partner to help them provide an elevated client experience, free from corporate mandates and proprietary investments, Trudeau, Merrick, Ollila and Prchal turned to Strategic Wealth Group and LPL for the next chapter of their business.
“By going independent with Strategic Wealth Group and LPL, we will be able to provide a holistic and tailored experience for each client, using products and services that make sense for their long- and short-term goals,” Trudeau said. “A tremendous plus is that Strategic Wealth Group’s services are backed by LPL’s innovative technology and integrated capabilities, allowing us to provide a next-level experience.”
Prchal added, “By partnering with Strategic Wealth Group, we now have access to Strategic Tax Group, an in-house team of tax professionals, which will allow us to bundle financial planning, accounting and estate planning under one roof. By making this move, we will have the opportunity to serve our clients our way and build the business we envision.”
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Mike, Ben, Matt and Ben to LPL and congratulate them on their move to independence with Strategic Wealth Group. With more freedom and flexibility, financial advisors who choose LPL can work more effectively, run thriving practices and create value for their clients. We look forward to supporting Strategic Wealth Group for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Strategic Wealth Group and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated as reported to LPL
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