People Moves

Commonwealth Financial Network Adds Wealth Management Firm From LPL

Eliane Chavagnon Editor - Family Wealth Report February 4, 2014

Commonwealth Financial Network Adds Wealth Management Firm From LPL

Commonwealth Financial Network has added UICCU Wealth Management of Iowa City, IA, and Cedar Rapids, IA, to its network of independent financial advisors.

Commonwealth Financial Network has added UICCU Wealth Management of Iowa City, IA, and Cedar Rapids, IA, to its network of independent financial advisors.

Formerly affiliated with LPL Financial, Mark Law, managing director and chief investment officer, along with his team of 14 advisors, bring with them more than $500 million in total client assets.

UICCU Wealth Management focuses on fee-based investment management services, as well as retirement, college savings, wealth transfer, and life and long-term care insurance planning, plus brokerage services.

Founded in 1979, Commonwealth Financial Network is a privately-held independent broker/dealer–RIA, with headquarters in Waltham, MA, and San Diego, CA.

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