What changed

Joined LPL's Linsco channel as part of ClearHaven Wealth Management; team oversees $395 million in advisory, brokerage and retirement plan assets.

Reported / discovered

Sep 4, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

Oakdale, MN

Reported book

$395M

Reported team size

3 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.