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Thursday, October 15, 2026The Morning Brief →Sign in
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Wells Fargo Advisors Financial Network

ST. LOUIS, MO
CRD: 11025
In network coverage since September 30, 2026 · 16+ stories
$252BRegulatory AUMSEC Form ADV · Oct 10
4,047EmployeesForm ADV
-3Talent net · 12 months1 in · 4 out
Regulatory AUM · Aug 22 – Oct 10
Observed recruiting events · 12 monthsOn the wire →
Net -3 · 1 incoming events · 4 outgoing events
Arrivals
Orchard Financial Group
Oct 8 · from Ameriprise
Departures
Not disclosed
Aug 20 · to Carson Group
Horizon Wealth Management Group
Sep 15 · to LPL Financial
Rowland Sullivan Wealth Management
Sep 24 · to &Partners
Doyle and Loughman Wealth Management
Oct 13 · to Carson Group
Network coverage
move

LPL adds $1 billion Seattle team from Northwestern Mutual

Prince Financial Services founders Julie Prince and Dave Burnett each spent about 20 years at Northwestern Mutual.
Moves · Oct 14LPL adds Prince Financial Services, Seattle team with $1B from Northwestern Mutual
Data · Oct 14UBS logs 91 events in past 30 days; LPL second with 83
Features · Oct 14UBS loses 34 advisors in early October; two executives will join &Partners
Moves · Oct 9Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL
Moves · Oct 8Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice
Moves · Oct 7Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet
move · Oct 6LPL adds $1.1 billion Praxis team from Wells Fargo Advisors Financial Network
Moves · Oct 6LPL lands $1.1 billion Georgia team from Wells Fargo's FiNet
Moves · Oct 5LPL recruits $1.1 billion Praxis team from Wells Fargo's FiNet
the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
the_wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million
the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
move · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
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