Preferred Financial Group

What changed

Practice serving Battle Creek and Kalamazoo, Mich., left Harbour Investments for LPL.

Reported / discovered

Aug 25, 2026

Effective

Not reported

New role

wealth management practice

Previous role

Not reported

Market

Battle Creek, MI

Reported book

$230M

Reported team size

Not disclosed

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

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.