LPL Financial Welcomes Lakewood Wealth Management
Key Highlights
- ➤Lakewood Wealth Management joins LPL Financial (LPLA) from Cambridge
- ➤Lakewood reports approximately $170 million in client assets
- ➤Three advisors Harrison Kennard, Charles Dobben and Justin Pandy join LPL
- ➤LPL adds Ann Arbor, Mich.-based wealth management team
Expert Statements
Harrison Kennard, Founder of Lakewood Wealth Management
“We believe financial planning is about much more than investments. Every client has a unique story, unique priorities and different goals. Our job is to understand what matters most to them and create a plan that helps support those objectives. Whether we're working with a family across multiple generations, a healthcare professional or a young athlete navigating newfound opportunities, we want to serve as a trusted partner through every stage of life.”
Harrison Kennard, Founder of Lakewood Wealth Management
“We wanted a partner that would allow us to continue operating independently while giving us access to quality technology and resources. LPL's platform provides the tools and support we need to create a better overall experience for our clients. The technology, planning capabilities and access to subject matter experts across a wide range of disciplines stood out to us, and we're excited about the opportunities this move creates for both our team and the families we serve.”
Marc Cohen, Chief Growth Officer at LPL Financial
“Lakewood Wealth Management has built a practice centered on an important principle: every client’s goals, circumstances and aspirations are unique. Harrison, Charles, and Justin have distinguished themselves through thoughtful planning, personalized advice and a commitment to serving clients through every stage of life. We are honored they chose LPL and look forward to supporting their continued growth.”
SAN DIEGO, Sept. 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Harrison Kennard, CFP®, Charles Dobben and Justin Pandy, CFP®, of Lakewood Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge.
Based in Ann Arbor, Mich., Lakewood Wealth Management serves successful professionals, families and retirees through a comprehensive planning approach centered on building long-term relationships. The team works with many multigenerational families, often helping grandparents, their children and grandchildren navigate important financial decisions together. Their client base also includes healthcare professionals, university faculty and student-athletes benefiting from Name, Image and Likeness (NIL) opportunities.
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