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Third Oak Investment joins LPL Financial


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Third Oak Investment joins LPL Financial

Third Oak Investment Services, the investment program offered at Baraboo, Wis.-based Baraboo State Bank, has joined LPL Financial LLC's broker/dealer and corporate registered investment adviser platforms.

Third Oak has served about $200 million of client brokerage and advisory assets, according to a release. The program joined LPL Financial from Raymond James Financial Inc.

Four advisers provide wealth management services, including Pete Welsh, Lisa McClyman, Laura Stanek and Jennifer Kinzler. Welsh is the senior vice president of trusts and investments.