LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
LPL Financial (LPLA) has announced the addition of four certified financial advisors to Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors - James Larsen, Lucas Decker, Kevin Lewis, and Seth Miller - collectively manage approximately $475 million in advisory, brokerage and retirement assets.
Larsen joins from Wells Fargo Advisors, while Decker, Lewis, and Miller transition from Edward Jones. Each advisor brings specialized expertise: Larsen has 18 years of international business management experience, Decker focuses on business owners and executives, Lewis specializes in business owners and retirement planning, and Miller concentrates on young professionals and intergenerational wealth planning.
Carnegie Private Wealth, which launched in 2023 with LPL Strategic Wealth, continues its growth trajectory by leveraging LPL's business strategists, marketing resources, and CFO partnership.
LPL Financial (LPLA) ha annunciato l'aggiunta di quattro consulenti finanziari certificati a Carnegie Private Wealth, una società esistente supportata da LPL Strategic Wealth. I consulenti - James Larsen, Lucas Decker, Kevin Lewis e Seth Miller - gestiscono collettivamente circa 475 milioni di dollari in beni di consulenza, intermediazione e pensione.
Larsen proviene da Wells Fargo Advisors, mentre Decker, Lewis e Miller passano da Edward Jones. Ogni consulente porta con sé un'esperienza specializzata: Larsen ha 18 anni di esperienza nella gestione di affari internazionali, Decker si concentra su imprenditori e dirigenti, Lewis è specializzato in imprenditori e pianificazione pensionistica, e Miller si concentra su giovani professionisti e pianificazione della ricchezza intergenerazionale.
Carnegie Private Wealth, lanciata nel 2023 con LPL Strategic Wealth, continua la sua traiettoria di crescita sfruttando gli strateghi aziendali di LPL, le risorse di marketing e la partnership con CFO.
LPL Financial (LPLA) ha anunciado la incorporación de cuatro asesores financieros certificados a Carnegie Private Wealth, una firma existente respaldada por LPL Strategic Wealth. Los asesores - James Larsen, Lucas Decker, Kevin Lewis y Seth Miller - gestionan colectivamente aproximadamente 475 millones de dólares en activos de asesoría, corretaje y jubilación.
Larsen se une desde Wells Fargo Advisors, mientras que Decker, Lewis y Miller provienen de Edward Jones. Cada asesor aporta experiencia especializada: Larsen tiene 18 años de experiencia en gestión de negocios internacionales, Decker se centra en propietarios de negocios y ejecutivos, Lewis se especializa en propietarios de negocios y planificación de jubilación, y Miller se concentra en jóvenes profesionales y planificación de riqueza intergeneracional.
Carnegie Private Wealth, que se lanzó en 2023 con LPL Strategic Wealth, continúa su trayectoria de crecimiento aprovechando los estrategas comerciales de LPL, los recursos de marketing y la asociación con CFO.
LPL Financial (LPLA)는 LPL Strategic Wealth의 지원을 받는 기존 회사인 Carnegie Private Wealth에 네 명의 인증된 재정 고문을 추가했다고 발표했습니다. 고문인 James Larsen, Lucas Decker, Kevin Lewis, Seth Miller는 총 4억 7500만 달러의 자문, 중개 및 퇴직 자산을 관리하고 있습니다.
Larsen은 Wells Fargo Advisors에서 합류하며, Decker, Lewis, Miller는 Edward Jones에서 전환합니다. 각 고문은 전문적인 경험을 가지고 있습니다: Larsen은 18년의 국제 비즈니스 관리 경험이 있으며, Decker는 사업주 및 임원에 초점을 맞추고, Lewis는 사업주 및 퇴직 계획을 전문으로 하며, Miller는 젊은 전문가 및 세대 간 자산 계획에 집중합니다.
2023년에 LPL Strategic Wealth와 함께 출범한 Carnegie Private Wealth는 LPL의 비즈니스 전략가, 마케팅 자원 및 CFO 파트너십을 활용하여 성장 궤도를 계속 이어가고 있습니다.
LPL Financial (LPLA) a annoncé l'ajout de quatre conseillers financiers certifiés à Carnegie Private Wealth, une entreprise existante soutenue par LPL Strategic Wealth. Les conseillers - James Larsen, Lucas Decker, Kevin Lewis et Seth Miller - gèrent collectivement environ 475 millions de dollars d'actifs en conseil, courtage et retraite.
Larsen rejoint Wells Fargo Advisors, tandis que Decker, Lewis et Miller passent de Edward Jones. Chaque conseiller apporte une expertise spécialisée : Larsen a 18 ans d'expérience en gestion des affaires internationales, Decker se concentre sur les propriétaires d'entreprises et les dirigeants, Lewis se spécialise dans les propriétaires d'entreprises et la planification de la retraite, et Miller se concentre sur les jeunes professionnels et la planification de la richesse intergénérationnelle.
Carnegie Private Wealth, lancé en 2023 avec LPL Strategic Wealth, continue sa trajectoire de croissance en tirant parti des stratèges commerciaux de LPL, des ressources marketing et du partenariat avec le CFO.
LPL Financial (LPLA) hat die Hinzufügung von vier zertifizierten Finanzberatern zu Carnegie Private Wealth angekündigt, einer bestehenden Firma, die von LPL Strategic Wealth unterstützt wird. Die Berater - James Larsen, Lucas Decker, Kevin Lewis und Seth Miller - verwalten gemeinsam etwa 475 Millionen Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen.
Larsen kommt von Wells Fargo Advisors, während Decker, Lewis und Miller von Edward Jones wechseln. Jeder Berater bringt spezielle Expertise mit: Larsen hat 18 Jahre Erfahrung im internationalen Geschäftsmanagement, Decker konzentriert sich auf Geschäftsinhaber und Führungskräfte, Lewis ist auf Geschäftsinhaber und Altersvorsorgeplanung spezialisiert, und Miller konzentriert sich auf junge Fachkräfte und intergenerationale Vermögensplanung.
Carnegie Private Wealth, das 2023 mit LPL Strategic Wealth gegründet wurde, setzt seinen Wachstumskurs fort, indem es die Unternehmensstrategen, Marketingressourcen und die CFO-Partnerschaft von LPL nutzt.
- Addition of $475 million in managed assets through four experienced advisors
- Strategic expansion of Carnegie Private Wealth platform showing successful growth
- Continued advisor recruitment success demonstrating strong competitive position
- None.
SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately
Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward growth trajectory ever since. They leveraged LPL’s business strategists, marketing resources and a dedicated CFO partner to help bring on like-minded advisors, which they found in Larsen, Decker, Lewis and Miller — all family-oriented advisors who share a deep commitment to going above and beyond for clients.
Meet James Larsen
Larsen spent 18 years in international business management prior to becoming an advisor in 2001. His objective is to provide a sense of serenity while helping clients manage and preserve their wealth. He chose to join LPL and Carnegie to help ensure business continuity.
“I’ve known many of the professionals at Carnegie Private Wealth for years and have always respected their expertise, client-first approach and values,” Larsen said. “Joining this team allows me to collaborate with advisors who share my commitment to creating meaningful financial strategies for clients. Their advanced planning resources and genuine focus on building generational relationships puts me in position to enhance my client's lives moving forward.”
Meet Lucas Decker
After a successful decade as a financial advisor, Decker has built a practice around providing clear, strategic financial solutions for business owners, corporate executives and pre-retirees. His approach as a CFP® combines formal education with real-world experience, helping ensure clients receive practical, well-informed guidance at every stage of life.
“Carnegie Private Wealth offers what I've been searching for; advanced planning resources, collaborative expertise, and innovative technology that allows me to create customized solutions for my clients,” Decker said. “Their independent approach with support from LPL means I can focus on building lasting relationships and delivering personalized strategies that evolve with my client’s needs.”
Meet Kevin Lewis
Lewis has been a financial advisor for 10 years. He takes great pride in understanding his clients’ unique stories, passions and goals, working primarily with business owners, sales executives, young professionals, families and individuals preparing for retirement.
Lewis said, “I chose to join Carnegie Private Wealth because of its robust resources, collaborative team and commitment to exceptional client service. With the additional support from LPL, this transition enables me to adopt a team-based approach and deliver more comprehensive, strategic financial planning for my clients.”
Meet Seth Miller
Miller, who started working in financial services in college, became an advisor in 2011. His primary focus is helping successful young professionals and business owners with wealth preservation and intergenerational wealth planning. He said the move to Carnegie Private Wealth and LPL became an “obvious choice” after his due diligence process.
“The team approach allows for comprehensive expertise from tax planning to investment research,” Miller said. “By going independent with Carnegie Private Wealth and LPL, I have more freedom to make decisions at a local level that are truly in my clients’ best interests. Additionally, what sets the Carnegie Private Wealth team apart is their dedication to wealth management and exceptional client service above all else.”
Carnegie Private Wealth’s rapid growth is validation of their model and culture, which centers on exceptional client service, professional excellence and making a meaningful impact in their community.
Jordan Raniszeski, Senior Managing Partner and Founder of Carnegie Private Wealth, welcomed the advisors to Carnegie. He said, “This strategic expansion reflects our commitment to serving clients with excellence and expertise. Each of these professionals brings specialized skills and a shared understanding that success in wealth management comes from putting clients first. Their proven experience allows us to guide more families toward their aspirations while preserving the personal connections they’ve come to trust.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome James, Lucas, Kevin and Seth to the LPL community and congratulate Carnegie on strategically growing its team of client-centric advisors. We are committed to supporting them with innovative technology, differentiated business solutions and robust wealth management platforms designed to create enhanced client experiences and help advisors thrive. We look forward to a long and successful relationship with the entire Carnegie team.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Carnegie Private Wealth and LPL are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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