The advisers of HighWater Wealth have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform, aligned with Quotient Advisor Partners, an existing firm supporting LPL-affiliated advisers. The team reported serving approximately $2.4 billion in advisory assets and joins LPL from U.S. Bank.
Based in San Diego, HighWater Wealth provides multi-generational office services for high-net-worth individuals and families. The team consists of Kristian Forster, Mike Rookus, Falko Hörnicke, Tim Davidson and Brian Rissman.
“With LPL and the support of Quotient Advisor Partners, we have the flexibility, tools and infrastructure to deliver a more comprehensive, multi-generational approach,” said Forster, president and CEO. “The platform’s open architecture, research capabilities and scale — along with the ability to move quickly — allow us to provide a high-touch, ‘white glove’ experience backed by a robust platform. This enables us t
