Warren Widmayer has merged his US based LPL Financial Holdings wealth-management accounts into Louisville-based Lamkin Wealth Management, according to Business First.

This move according to Lamkin president Mark Lamkin will makes his company the largest LPL Financial office in Kentucky.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

As a result of the transaction, Lamkin Wealth Management now has US$365 million in assets under management, he added.

Widmayer said the deal ensures that his clients will be taken care of in case anything happens to him.

Widmayer said: "It gets a larger team of individuals around me to handle the everyday tug of war in this business.

"When he decides to retire, we will be here, and his clients will have continuity," Lamkin added.

Lamkin currently has 20 employees and four offices, including the office Widmayer works in at his home in Middletown. Lamkin with 12 local wealth managers has US$235 million in local assets under management.