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$3.7 billion LPL practice picks up Chicago firm

from Financial Planning

A big LPL practice with $3.7 billion in assets under management is picking up a $300 million Chicago-area firm. The merger with Summit Wealth Advisors gives Minneapolis-based Wealth Enhancement Group, which already serves client in 40 states, a retail presence in Itasca, Ill., and by extension a bigger footprint in Chicago's high-net-worth market. Summit's five advisors join 40 advisors at Wealth Enhancement Group, and take on the larger firm's brand. Summit's founder, Kevin Meehan, will become regional president for Chicago. more


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