A former Northwestern Mutual team that handled $380 million in advisory, retirement plan and brokerage assets has joined LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, according to a news release.
Based in Anaheim, Calif., Vande Bossche Financial Planning and Wealth Management is led by financial advisor John Vande Bossche, who had been with Northwestern Mutual for 16 years. He is joined by his wife, Mary Vande Bossche, director of operations; by his daughter, financial advisor Kristen Marie Nielsen; by his son Patrick Vande Bossche, an analyst and marketing director; by Timothy Mitchell, director of investments; and by longtime assistant Jennifer Moses.
The family team provides a wide range of services, including individual investment and portfolio management, comprehensive financial planning and the creation of retirement plans for business owners, the release said.
“Watching Patrick and Kristen develop their interests in my line of work and grow into their roles today is a dream come true,” Vande Bossche said in a statement. “Their work has helped us enrich our offerings and break into a younger client demographic. We position ourselves on the market as an intergenerational team that caters to multiple generations of families. We have a clear succession plan for our firm, so clients can rest assured that we will take care of their investments and help manage their financial future for generations to come.”
The team began looking for a long-term partner five years ago, and after extensive research chose LPL for its integrated technology, financial planning offerings and investment platforms, the release noted.
Nielsen said the team’s key focus areas were creating a differentiated client experience and ensuring continuity for businesses. “LPL’s sophisticated capabilities and platforms will enable us to transform the client experience and broaden investment options. We are excited for our clients to have a frictionless online experience and receive the highest level of customer service. Most importantly, we can see ourselves having a long-term partnership with LPL, which strives to evolve with the industry and innovate its technology,” she said.