CHARLOTTE, N.C. – March 8, 2022 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, announced today that Harvest Wealth Management has joined its network of independent advisors. They join from Cambridge and report managing more than $128 million in advisory, brokerage, and retirement plan assets, serving clients in 23 states.
Based in Menomonee Falls, WI, the Harvest Wealth Management team is comprised of Founder and Financial Advisor Robert “Bob” Dolnik, Financial Advisors Tanner Leister and Peter Wagner, and Client Relationship Specialist Erica Schilke. Together, the team’s mission is to build long-term relationships with their clients, providing them with supportive resources and technology combined with comprehensive and customized planning solutions to help them achieve their current needs and future financial goals.
With client service their top priority, Bob and his team determined they needed a partner with scale and innovation, combined with a flexible business model and pricing structure.
“Our clients believe in us and rely on us to help them achieve their financial goals,” said Bob Dolnik. “Through our partnership with Independent Advisor Alliance, we have access to the technology and services we need to support us so we can deliver on our promise and continue to elevate and enhance our clients’ experience.”
“We are excited to welcome Harvest Wealth Management to our growing community of independent advisors across the country,” added Robert Russo, IAA’s Founder and CEO. “We value the trust they have put in us and look forward to providing comprehensive resources, business solutions, and innovative capabilities through the personal and customized service that have become our signature.”
Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves 150 partner firms, servicing more than $15 billion of client assets of which $11 billion are assets under management as of January 2022. For more information, visit www.independentadvisoralliance.com.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
**Based on total revenues, Financial Planning magazine June 1996-2020
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA, Harvest Wealth Management, and LPL are separate entities.