U.S. Investors International in Portland, Ore., and Krpalek Financial Services in Albany, Ore., have joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms with $330 million in combined client assets, according to a news release.

Craig Lewelling, president of U.S. Investors International, manages approximately $225 million in client assets, while Greg Krpalek, president of Krpalek Financial Services, manages $105 million. The two advisors join LPL from SagePoint Financial, part of the Advisor Group network of broker-dealers.

Krpalek became a financial advisor following a brief NFL career as a center for the Dallas Cowboys and Green Bay Packers.

Lewelling worked in corporate America before purchasing U.S. Investors International from a retiring advisor in 1999.

“We created a succession plan back when no one else was doing it,” he said.

While for years Lewelling and Krpalek led separate companies, that is about to change. With the move to LPL, the two advisors will begin working closely together as part of Krpalek’s business continuity and succession plan.

“We’ll continue to keep our practices independent of each other, but we are excited about this opportunity to work together to provide the best care to our clients,” Krpalek said.

Lewelling said in the news release that their pairing was a perfect cultural fit.

“Greg and I think the same way and share the same approach to clients, with a focus on comprehensive wealth management and full financial planning,” he said.

Both struck up a friendship over the years while attending the same industry conferences. Receiving much of the same training, it seemed natural to partner as each takes the next steps to grow his own business, according to Lewelling.

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