The latest moves in the North American wealth management sector.

Kestra
Kestra Private Wealth Services, a registered investment advisor subsidiary of Kestra Financial, has added advisors of Mundi Financial from Middletown, New York.

Led by CEO and Founder Bill Krivicich, the team offer wealth management and financial planning to retirees on a discretionary, customized basis.

Krivicich is a CFA® charterholder and has over 20 years of experience in the industry. In his previous role, he oversaw nearly $1 billion in assets as chief investment officer.

The professionals of Mundi Financial collectively oversee $200 million in assets.

LPL Financial
LPL Financial has welcomed Mark Sudol, Gary Sudol and Jeffery Lavin of The Sudol Group to its broker-dealer and corporate registered investment advisor platforms. The firm’s advisors reported having served about $300 million of client brokerage, advisory and retirement plan assets. They join from Ameriprise Financial Services.

Mark Sudol founded the Las Vegas-based firm in 2003, adding a second location in Gardenia, California, in 2010 when Lavin joined the firm. Along with Gary Sudol, Mark’s brother, the advisors work together to serve clients throughout greater Las Vegas and Southern California. They have office support of Courtney Sudol and Sarah Ahlheim.