---
title: "LPL Welcomes ClearHaven Wealth Management to Linsco"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/297658749.md"
description: "Today, LPL Financial LLC revealed that Ryan Lewis, Dan Hocking, and Steve Braatz have teamed up to establish ClearHaven Wealth Management under Linsco by LPL Financial. Together, they bring around $395 million in advisory, brokerage, and retirement plan assets. Ryan Lewis transitioned from Morgan Stanley, while Dan Hocking and Steve Braatz made the move from RBC Wealth Management."
datetime: "2026-09-01T12:57:14.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/297658749.md)
  - [en](https://longbridge.com/en/news/297658749.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/297658749.md)
generator: "portal-rs"
---

# LPL Welcomes ClearHaven Wealth Management to Linsco

Today, LPL Financial LLC revealed that Ryan Lewis, Dan Hocking, and Steve Braatz have teamed up to establish ClearHaven Wealth Management under Linsco by LPL Financial. Together, they bring around $395 million in advisory, brokerage, and retirement plan assets. Ryan Lewis transitioned from Morgan Stanley, while Dan Hocking and Steve Braatz made the move from RBC Wealth Management.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**