Cashman Consulting has joined LPL Financial’s broker-dealer and corporate registered investment adviser (RIA) platforms, leveraging LPL as custodian. The firm reported having served approximately $670 million in advisory, brokerage and retirement plan assets.
The advisors join from Kestra Investment Services.
The Redmond, Wash., firm was founded in 1998 when Jeff and Judy Cashman shifted from their prior third-party record-keeping business to retirement plan consulting and individual wealth management. The firm has since grown into a 10-member ensemble group that includes their daughter, Megan Baumgartner, partner and client relationship manager, and her husband, Ryan Baumgartner, partner and chief investment officer.
The team provides long-term investment strategies to their client base of business owners, families and individuals.
