Stephen Wedel, an LPL advisor and founding partner of Four Seasons Wealth Management in St. Louis, is gathering a lot of assets by investing his clients’ money in alternatives, including non-traded real-estate investment trusts, oil-and-gas limited partnerships, managed futures and private equity.
In the past 10 years the 28-year industry veteran has been offering alternative investments to his clients, he’s doubled his assets to $250 million.
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