Raymond James pulled Sturgis Bank & Trust Company’s investment program away from rival LPL Financial, according to the company. The bank’s investment program, Oakleaf Financial Services, consists of advisers Chad Keim, Vince Little and Brian Oswald. They manage more than $300 million in client assets.
Michigan-based Oakleaf had been working with LPL Financial for over a decade and a half before they made the switch. Keim, president of the investment program with 22 years’ industry experience, cited Raymond James’ community-oriented approach to investing and client service as the reason for the move.
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