LPL Financial has added financial advisors Mike Trudeau, Matt Merrick, Ben Ollila, and Ben Prchal to the firm’s broker-dealer, registered investment advisor, and custodial platforms from Thrivent Investment Management. 

The four-person team joins Minnesota-based Strategic Wealth Group, and oversees about $220 million in advisory, brokerage, and retirement plan assets. 

Trudeau, Merrick, and Ollila, who bring more than 50 years of combined industry experience, wanted a strategic partner to help them provide a unique client experience, “free from corporate mandates and proprietary investments,” LPL said. Meanwhile, Prchal entered the industry in 2021. 

“By going independent with Strategic Wealth Group and LPL, we will be able to provide a holistic and tailored experience for each client, using products and services that make sense for their long- and short-term goals,” Trudeau said. “A tremendous plus is that Strategic Wealth Group’s services are backed by LPL’s innovative technology and integrated capabilities, allowing us to provide a next-level experience.”

Strategic Wealth Group offers investment management, succession planning, estate planning, and financial and retirement planning, according to the firm’s website.

LPL Financial, last week, added EverMark Investment Partners, a San Diego, California-based advisory that oversees more than $425 million in client assets.