Summit Street Wealth Management, the wealth management program at Bank Five Nine in Oconomowoc, Wis., has joined LPL Financial’s Institution Services platform, the companies announced today in a news release.
Formerly with MML Investors Services at Massachusetts Mutual Life Insurance Company, the Summit Street team of Tim Schlosser, vice president and director of wealth management operations; Micah Schroeder; Luke Novak; Lauren Knop; and Jeremy Wenzlow manage approximately $200 million in brokerage, advisory and retirement plan assets.
Summit Street Wealth Management began as an independent office before joining Bank Five Nine in 2014.
LPL Financial, headquartered in Fort Mill, S.C., San Diego and Boston, is the nation’s largest broker-dealer.