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LPL Nabs $420M FA Team from Northwestern Mutual

By Rita Raagas De Ramos June 11, 2021

LPL Financial says a team of advisors has joined its broker-dealer, hybrid registered investment advisor and custodial platforms from Northwestern Mutual.

John Patterson, Steve Owings, Joe Patterson and McKee Nunnally have aligned with LPL network firm Bleakley Financial Group, an existing large enterprise serving LPL-affiliated advisors.

The advisors, who will establish a new Bleakley office in Atlanta, specialize in legacy and philanthropic planning for ultra-affluent families. They have around $420 million in advisory, brokerage and retirement plan assets, according to LPL.

"Aligning with a group where the focus is on planning, while providing broader access to financial solutions available in the marketplace, may allow us to better optimize outcomes for our clients,” John Patterson says in a statement. He has been in the industry since 2005, when he registered with Northwestern Mutual Investment Services.

“The vision of Bleakley, along with the advisor support model they have built, align perfectly with how we want to engage with our clients and run our practice going forward,” he adds.

Owings says the team’s goal is to engage with and help clients in whatever manner is best for them. He has been in the industry since 1998, when he registered with Northwestern Mutual Investment Services.

“As our practice has evolved, so have the needs of our clients. Ultimately, we are confident that this transition will enable us to improve our ability to serve our clients and offer greater customization for the unique needs of every family we support,” he says in a statement.

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Tags:  Finding and winning new clients , Client retention , Staffing and recruiting , LPL Financial , Northwestern Mutual

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