LPL Financial has hired father and son advisers Bruce and Duncan Kelm of the newly minted ArrowPoint Wealth Management to its broker-dealer, corporate registered investment adviser (RIA) and custodial platforms, aligning with Gladstone Financial Resources Group, a large enterprise on LPL’s corporate RIA platform.
The advisers reported having served approximately $135 million in brokerage and advisory assets. They join from Morgan Stanley.
After running one of America’s earliest brew pubs in the 1980s, Bruce Kelm sold his business in 1992 to launch a new career as a financial adviser. He grew the practice by forming relationships with other small-business owners around his community, guiding clients through changing markets and helping them pursue the purposeful goals they have for their financial lives.
Duncan Kelm, a former member of the national USA Sevens Rugby team, had not planned to follow his father’s footsteps. But after an injury in 2012, he stepp