Harvest Wealth Management, an independent practice based in Menomonee, Wis., has joined Charlotte, N.C.-based Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, the companies announced.
Led by founder and financial advisor Robert “Bob” Dolnik, the Harvest Wealth team also includes financial advisors Tanner Leister and Peter Wagner, and Client Relationship Specialist Erika Schilke. They join IAA from Cambridge Investment Research, headquartered in Fairfield, Iowa, where the team reported managing more than $128 million in advisory, brokerage, and retirement plan assets for clients located in 23 states.
"Our clients believe in us and rely on us to help them achieve their financial goals," Dolnik said in a news release. "Through our partnership with Independent Advisor Alliance, we have access to the technology and services we need to support us so we can deliver on our promise and continue to elevate and enhance our clients’ experience."
Founded in 2013, Independent Advisor Alliance (IAA) serves 150 partner firms servicing more than $15 billion of client assets, with $11 billion in assets under management.
Headquartered in Fort Mill, S.C., San Diego and Boston, LPL Financial supports more than 19,000 financial advisors, 800 institution-based investment programs, and 450 independent registered investment advisor (RIA) firms nationwide.