LPL Financial has announced that the financial advisers of Sound Foundation Wealth Advisors have joined LPL Financial’s broker/dealer and registered investment adviser platforms. The team reported serving approximately $700 million in advisory, brokerage and retirement plan assets and joins LPL from Cambridge Investment Research Advisors.
Founded by financial advisers Nathan Downs and Cory Thomas, Sound Foundation Wealth Advisors has grown into a nationwide team with its headquarters in Boise, Idaho. The practice also includes wealth advisers Seth Church, Cameron Church, Caleb Whalen, Kason Wedel, Dustin Olson and Cory McLeaf. The team is supported by Jenny Louvier, Stephanie Boetjer, Courtney Garrett, Cathy Nonemaker, Madi Sandvik and Deanna Koehler.
Sound Foundation Wealth Advisors traces its beginnings to 2018, when Downs and Thomas came together with the goal of creating a more intentional structure for serving clients and supporting advisers. As additional advis