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LPLA

LPLA
302.4701.64%( -5.030 )

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LPL Welcomes ClearHaven Wealth Management to Linsco

Unusual Whales
Sep 1, 2026 at 12:57 PM
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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