SCHAUMBURG, Ill., June 28, 2022 /PRNewswire/ -- Puzzle Wealth Solutions (Puzzle), an independently owned and operated wealth management company headquartered in Schaumburg, celebrates their one-year anniversary on June 11, 2022. By partnering with powerhouse...
Ten members of a former UBS team have left the wirehouse to go independent, affiliating with LPL Financial and Gladstone Wealth Partners. Led by CEO John Klaas and COO David Millington, the group has established a new firm called Puzzle Wealth Solutions that is...
Puzzle Wealth Solutions, a 10-person, six-adviser team that managed $1.2 billion at UBS Financial Services, has gone independent and affiliated with LPL Financial through Gladstone Wealth Partners, an LPL office of supervisory jurisdiction. Puzzle, which is led by...
A newly independent team has left UBS Financial Services and joined one of LPL Financial’s offices of supervisory jurisdiction, Gladstone Wealth Partners. The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David...
CHARLOTTE, N.C., June 15, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that the team at the newly-minted Puzzle Wealth Solutions has joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial...
Puzzle Wealth Solutions has set up shop in Schaumburg, Illinois with the LPL affiliate's assistance. Hybrid RIA Gladstone Wealth Partners has brought over a $1bn team from UBS.Ten staffers have exited the wirehouse to set up a new practice branded as Puzzle Wealth...
