LPL Financial Scores $1B FA Team from Ameriprise Financial

LPL Financial has nabbed a financial advisory firm from Ameriprise Financial, where they managed about $1 billion in advisory, brokerage, and retirement plan assets. 

Central Florida-based Cebert Wealth Advisors, which is led by founder and president Dale Cebert, offers wealth management services to high-net-worth clients, including retirees, pre-retirees, and multigenerational families. 

Cebert Wealth Advisors also includes advisors Alec Thomas, Catherine Harris, Tom Romanac, Stephen Peterson, David DeSantis, and Mark Dickerson. 

The team is supported by Amanda Christensen, Briana Scovack, Martha Moss, Heather Widmann, Justin Rosasco, Julie Thomas, Amanda Griffor, Angela Blansett, Shelby Cebert, Debbie Jordan, and Tori Thomas. 

The team also focuses on serving over 1,700 clients, who are residing in The Villages, one of the nation’s largest retirement communities, LPL said. 

Cebert Wealth Advisors chose LPL because of its technology, investment tools, research capabilities, and “independence,” the firm said. 

“The Villages is a community filled with people who have worked hard, built meaningful careers and are now focused on enjoying retirement while protecting what they’ve built,” said Cebert. “Our role is to help clients navigate that transition with confidence by providing thoughtful, personalized strategies that support sustainable income, long-term financial freedom and legacy planning.” 

Earlier this month, LPL added a breakaway team to its W-2 channel, from UBS Wealth Management, where they oversaw $330 million in advisory, brokerage, and retirement plan assets. 

LPL serves over 32,000 advisors, including advisors at approximately 1,100 institutions, and custodies roughly $2.3 trillion in brokerage and advisory assets, the firm said.

Pictured: Cebert Wealth Advisors