LPL Financial announced that financial advisers Todd Stabler and Dave Mantell, have joined LPL Financial’s broker-dealer and corporate registered investment adviser platforms, leveraging LPL as custodian.
The advisers reported having served approximately $300 million in brokerage and advisory assets.
They join from KMS Financial Services, part of the Advisor Group network of broker-dealers.
Stabler founded the firm in 1989 in his hometown of Bellevue, Washington. Mantell partnered with Stabler, a longtime family friend, in 2017, providing long-term continuity to their clients. Mantell joined from BlackRock, where he was a vice president of a portfolio management team. They are a family-oriented firm supported by a long-tenured team of four staff members. Using a team approach, the group specializes in helping clients thrive in retirement by providing full-service, personalized financial planning with an emphasis on tax and estate planning strategies.
