Team move
Clear Pointe Wealth Management
Northwestern Mutual → LPL Financial
What changed
Co-leads Clear Pointe Wealth Management, which left Northwestern Mutual for LPL on Sept. 22 as part of two Utah practices reporting ~$1B combined.
- Reported / discovered
- Sep 24, 2026
- Effective
- Not reported
- New role
- Co-Leader, Clear Pointe Wealth Management
- Previous role
- Not reported
- Market
- Salt Lake City, UT
- Reported book
- Not disclosed
- Reported team size
- Not disclosed
- Named people
- 2
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
The DI Wire ↗Sep 24, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled