The Wealth Teams ReportMoves

Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL

The Cullman/Holt Group joined from UBS, and Praxis Financial Partners left for LPL, part of the $34.4 billion in team assets tracked this week.

By The Moves DeskFriday, October 9 at 3:05 PM ET

At a glance

25-second brief

Wells Fargo Advisors Financial Network added the $1.3 billion Cullman/Holt Group from UBS in Dublin, Ohio, and lost the $1.1 billion Praxis Financial Partners in Alpharetta, Georgia, to LPL Financial this week.
Advisor team moves tracked this week represented about $34.4 billion in client assets, with the two disclosed moves accounting for $2.4 billion of that total.
The Praxis move to LPL Financial was recorded Oct. 6 through Oct. 8, with $1.1 billion in client assets tied to the Alpharetta, Georgia group.

Wells Fargo Advisors Financial Network added the $1.3 billion Cullman/Holt Group from UBS in Dublin, Ohio, and lost the $1.1 billion Praxis Financial Partners in Alpharetta, Georgia, to LPL Financial this week.

Advisor team moves tracked this week represented about $34.4 billion in client assets, with the two disclosed moves accounting for $2.4 billion of that total.

The Cullman/Holt move was recorded Oct. 5 and includes seven advisors: Jeff Cullman, W. Bruce Holt, Conor Holt, Connie M. Dennis, Shannon Borton, Ben Krajnak and Sol Gamertsfelder.

The Praxis move to LPL Financial was recorded Oct. 6 through Oct. 8, with $1.1 billion in client assets tied to the Alpharetta, Georgia group.

Team	From	To	Assets	Market
The Cullman/Holt Group	UBS	Wells Fargo Advisors Financial Network	$1.3 billion	Dublin, OH
Praxis Financial Partners	Wells Fargo Advisors Financial Network	LPL Financial	$1.1 billion	Alpharetta, GA