trending Market Intelligence /marketintelligence/en/news-insights/trending/24FG87CXfHjL8MjUm6g4fw2 content esgSubNav
In This List

Third Oak Investment joins LPL Financial


Banking Essentials Newsletter: 7th February Edition

Case Study

A Bank Outsources Data Gathering to Meet Basel III Regulations


Private Markets 360° | Episode 8: Powering the Global Private Markets (with Adam Kansler of S&P Global Market Intelligence)


Banks’ Response to Rising Rates & Liquidity Concerns

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.