Team move
ClearHaven Wealth Management
RBC Wealth Management → LPL Financial
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
WealthManagement.com ↗Sep 4, 2026 · Reporting
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.
Oct 2, 2026Source evidence reconciled