Financial advisers James Larsen, CFP; Lucas Decker, CFP; Kevin Lewis, CFP, CEPA; and Seth Miller, CFP, CEPA, have joined LPL Financial’s broker-dealer, registered investment adviser and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisers reported serving a total of approximately $475 million in advisory, brokerage, and retirement assets. Larsen joins LPL from Wells Fargo Advisors. Decker, Lewis, and Miller join from Edward Jones.
Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth Services, as previously reported by AltsWire, and has been on an upward growth trajectory ever since. They leveraged LPL’s business strategists, marketing resources and a dedicated CFO partner to help bring on like-minded advisors, which they found in Larsen, Decker, Lewis and Miller — all family-oriented advisors who share a deep commitment to going above and beyond for clients.
“We welcome James, Lucas, Kevin and Seth to the LPL community and congratulate Carnegie on strategically growing its team of client-centric advisers,” said Scott Posner, LPL’s executive vice president, business development. “We are committed to supporting them with innovative technology, differentiated business solutions, and robust wealth management platforms designed to create enhanced client experiences and help advisors thrive.”
Larsen spent 18 years in international business management prior to becoming an adviser in 2001. According to LPL, his objective is to provide a sense of serenity while helping clients manage and preserve their wealth. He chose to join LPL and Carnegie to help ensure business continuity.
“I’ve known many of the professionals at Carnegie Private Wealth for years and have always respected their expertise, client-first approach and values,” Larsen said. “Joining this team allows me to collaborate with advisers who share my commitment to creating meaningful financial strategies for clients.”
After a decade as a financial adviser, Decker has built a practice around providing clear, strategic financial solutions for business owners, corporate executives, and pre-retirees. He said his approach as a certified financial planner combines formal education with real-world experience, helping ensure clients receive practical, well-informed guidance at every stage of life.
“Carnegie Private Wealth offers what I’ve been searching for; advanced planning resources, collaborative expertise, and innovative technology that allows me to create customized solutions for my clients,” Decker said.
Lewis has been a financial adviser for 10 years. He said he takes great pride in understanding his clients’ unique stories, passions and goals, working primarily with business owners, sales executives, young professionals, families and individuals preparing for retirement.
Lewis said: “I chose to join Carnegie Private Wealth because of its robust resources, collaborative team and commitment to exceptional client service. With the additional support from LPL, this transition enables me to adopt a team-based approach and deliver more comprehensive, strategic financial planning for my clients.”
Miller, who started working in financial services in college, became an adviser in 2011. His primary focus is helping successful young professionals and business owners with wealth preservation and intergenerational wealth planning. He said the move to Carnegie Private Wealth and LPL became an “obvious choice” after his due diligence process.
“The team approach allows for comprehensive expertise from tax planning to investment research,” Miller said. “By going independent with Carnegie Private Wealth and LPL, I have more freedom to make decisions at a local level that are truly in my clients’ best interests.”
Jordan Raniszeski, Senior Managing Partner and Founder of Carnegie Private Wealth, welcomed the advisers to Carnegie.
“This strategic expansion reflects our commitment to serving clients with excellence and expertise. Each of these professionals brings specialized skills and a shared understanding that success in wealth management comes from putting clients first,” said Raniszeski.
LPL Financial Holdings Inc. serves nearly 29,000 financial advisers nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled $1.7 trillion as of Dec. 31, 2024.
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