LPL Financial Adds Arizona Advisory Duo with $350M in Assets 

LPL Financial announced that financial advisors Steve Boeckmann and David Wyzgowski, who manage $350 million in advisory, brokerage and retirement plan assets, have joined its broker-dealer, registered investment advisory and custodial platforms to launch BW Wealth Management, a Scottsdale, AZ independent practice. 

With more than four decades of wealth management experience between them, Boeckmann and Wyzgowski have joined LPL from VALIC Financial Advisors, the broker-dealer for AIG Retirement Services. The duo will be joined by operations manager and Wyzgowski’s wife Natalie Wyzgowski. 

According to their website, they will focus on providing wealth management, retirement planning and estate planning services to largely older clients. 

Boeckmann began his career in 1995 with Olde Discount Corporation and worked briefly at several companies, including Merrill Lynch, before joining Valic in 2017. Wyzgowski began his career with Ameriprise Financial in 2005 before joining Valic in 2007, according to BrokerCheck records. 

“With access to innovative and streamlined technology, integrated capabilities and strategic support, LPL makes it easy for us to focus on our clients and provide them with the information necessary to help them make educated and strategic financial decisions,” Boeckmann said. 

LPL announced earlier this week that Prudential Financial was transferring its brokerage and advisory assets to LPL’s custodial platform. As a result, more than 2,600 Prudential advisors, who manage a total of $50 billion in client assets, will move their brokerage registrations to the business next year.