Press release
LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal
SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm Strategic Wealth Group. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management. Based just outside of Minneapolis in Lino Lakes, Minn., Trudeau, Merrick and Ollila began collaborating in 2009 and bring a combined three decades of financial industry experience to the practice. Prchal, who entered the financial industry in 2021, completes the team. Together, they take a take a holistic approach to helping their clients — most of whom are nearing or in retirement — plan for the next phase of their fiscal futures. “We approach financial planning like it’s a jigsaw puzzle to solve,” Merrick said. “Each piece of our clients’ financial puzzle — like retirement, Social Security investments, assets and estate planning — must be placed correctly to complete their fiscal picture.” Why they chose LPL and Strategic Wealth Group Looking for a strategic partner to help them provide an elevated client experience, free from corporate mandates and proprietary investments, Trudeau, Merrick, Ollila and Prchal turned to Strategic Wealth Group and LPL for the next chapter of their business. “By going independent with Strategic Wealth Group and LPL, we will be able to provide a holistic and tailored experience for each client, using products and services that make sense for their long- and short-term goals,” Trudeau said. “A tremendous plus is that Strategic Wealth Group’s services are backed by LPL’s innovative technology and integrated capabilities, allowing us to provide a next-level experience.” Prchal added, “By partnering with Strategic Wealth Group, we now have access to Strategic Tax Group, an in-house team of tax professionals, which will allow us to bundle financial planning, accounting and estate planning under one roof. By making this move, we will have the opportunity to serve our clients our way and build the business we envision.” Scott Posner, LPL Managing Director, Business Development, said, “We welcome Mike, Ben, Matt and Ben to LPL and cong...