LPL Financial Adds Cebert Wealth Team with $1B Assets, 1,700 Clients
LPL Financial LLC has onboarded Cebert Wealth Advisors’ team—with approximately $1 billion in advisory, brokerage and retirement assets and 1,700 predominantly retired clients—transitioning from Ameriprise to its broker-dealer and RIA platform. The Florida-based practice selected LPL for its independence, research capabilities and technology to bolster personalized retirement and multigenerational wealth planning.
1. Cebert Wealth Advisors Joins LPL Platform
Cebert Wealth Advisors, led by Dale Cebert, has joined LPL Financial’s broker-dealer and Registered Investment Advisor platform, bringing approximately $1 billion in assets under management and serving over 1,700 clients. The team transitioned from Ameriprise to leverage LPL’s scale and support.
2. Client Focus on Retirement Community
Based in Central Florida, Cebert Wealth Advisors serves individuals and families in The Villages, one of the nation’s largest retirement communities. The practice offers wealth preservation, retirement income sustainability and legacy planning for retirees, pre-retirees and their multigenerational families.
3. Strategic Rationale for Partnership
The advisory team selected LPL for its independence, robust research and broad investment tools and technology. Access to these resources aims to enhance advisor efficiency and client outcomes, supporting Cebert’s collaborative, team-based approach to long-term financial planning.