Meyers Wealth Management Group Launches Independent Firm with Osaic, Bringing $285 Million in Client Assets [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
SCOTTSDALE, Ariz., February 04, 2026 BUSINESS WIRE Osaic, Inc. ("Osaic") , one of the nation's largest providers of wealth management strategies, today announced that Tim and Mitch Meyers have launched Meyers Wealth Management Group ("Meyers Wealth") , a new independent advisory firm based in Wenatchee, Washington. The firm transitions with approximately $285 million in client assets from LPL Financial. A family-led business, Meyers Wealth serves primarily high-net-worth clients through a predominantly fee-based model. The launch reflects the Meyers team's commitment to building an independent firm identity while maintaining deep-rooted relationships within their local community. "Creating Meyers Wealth Management Group allows us to define our own path while continuing to put our clients first," said Tim Meyers , co-owner of Meyers Wealth Management Group. "Osaic stood out for its technology, transition support as well as the guidance we know they provide to advisors building ind
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LPLA
News
- Anthropic's new AI tool sends shudders through software stocks [Yahoo! Finance]Yahoo! Finance
- Anthropic's new AI tool sends shudders through software stocks [CNN]CNN
- Anthropic's new AI tool sends shudders through software stocks [CNN]CNN
- LPL Financial Welcomes Wealth InnovationsGlobeNewswire
- LPL Financial (NASDAQ:LPLA) was given a new $500.00 price target on by analysts at UBS Group AG.MarketBeat
LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 1/29/26 - Form 8-K
- 1/14/26 - Form 3
- 1/8/26 - Form 8-K
- LPLA's page on the SEC website