03/10/2022

txinter

Get The New Business

Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth

5 min read

CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Monetary LLC declared nowadays that money advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Economic to launch an impartial exercise, Consequence Personal Wealth. They are aligned with Stratos Prosperity Companions. The staff reported having served $1 billion in advisory, brokerage and retirement approach belongings.* They sign up for from Wells Fargo Advisors.

Dependent in Salt Lake Town, the trio of advisors has labored together for far more than a 10 years, every bringing a exclusive qualifications and perspective to the agency. Collectively, they present holistic expenditure information, fiscal planning and wealthcare to affluent households, gurus, business house owners and retirees. The Consequence Personal Prosperity workforce also includes 4 place of work help personnel users.

“We are a true crew with the similar core values, and we’ve made this follow with a laser target on money outcomes for our purchasers. Our objective is to assistance simplify the increasingly intricate fiscal landscape and produce lasting approaches to enable conserve clients’ time and dollars,” mentioned Horne, a previous professional medical profits supervisor who switched occupations right after his monetary planner encouraged him to help other individuals navigate their very own economical road map.

The Consequence advisors turned to LPL and Stratos in their quest for extra liberty and autonomy, as properly as increased technologies and the ability to give purchasers with differentiated experiences. “Over the yrs, we’ve been accustomed to serving clients with some of the ideal assets offered, but as we developed, we recognized the will need for a new spouse. By relocating to LPL and Stratos, we have the versatility to serve our customers with innovative abilities and give them the experiences they deserve,” Howard stated.

Kunz extra, “Our customers are our No. 1 precedence. After understanding about all the extra methods from LPL and Stratos—everything from buying and selling capabilities to consumer administration program to added tax-primarily based monetary organizing tools—it was impossible to remain. In a altering environment, we preferred to carry far more to the table. We are excited to be in a spot we can be very pleased of, and look forward to giving our clients with a a lot more individualized touch.”

The go also delivers the staff with larger opportunities to develop their follow by M&A, as nicely as produce supplemental revenue by operating intently with facilities of influences, these types of as attorneys and CPAs.

Charles Shapiro, Stratos Founding Partner and Chief Development Officer, said, “It is a incredibly aggressive recruiting landscape, particularly for substantial caliber personal banking groups. We are so honored that Jason, Chad, Shane and their group have preferred to join Stratos Wealth as our most recent partners. Utah has been a wonderful marketplace for our company’s expansion and we are happy to assistance End result Prosperity in their growth ideas in the market.”

Scott Posner, LPL government vice president, Enterprise Progress, stated, “We extend a heat welcome to Jason, Shane and Chad, and are honored they turned to LPL and Stratos in their journey to independence. This is a staff that was seeking for a expansion companion who could serve them for the prolonged run. For advisors to have the potential to access their business’ whole possible, they will need a partner committed to their achievement a person that has the scale, knowledge and cash to be able to commit and repeatedly evolve to fulfill the suitable needs of their small business and clientele. And that is just what we do here at LPL. Our singular mission is to aid our advisors so they can just take treatment of their clientele. We look forward to a extended-long lasting and effective partnership with Result Personal Prosperity.”

Advisors, obtain an LPL company progress representative near you.

About LPL Money:
LPL Monetary (Nasdaq: LPLA) was founded on the theory that the business ought to operate for the advisor, and not the other way all over. Nowadays, LPL is a chief in the marketplaces we serve,** supporting practically 20,000 fiscal advisors, and around 800 institution-centered financial investment applications and 500 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized direction from a fiscal advisor. At LPL, independence usually means that advisors have the freedom they are entitled to to pick out the small business product, providers, and technologies methods that enable them to run their great observe. And they have the liberty to deal with their customer interactions, since they know their consumers greatest. Merely place, we get treatment of our advisors, so they can choose treatment of their clientele.

About Stratos Wealth Associates
Stratos Wealth Partners is a leading impartial, husband or wife owned and operated Registered Expense Advisory (RIA) firm. Launched in 2009, the business provides operational, strategic and profits-creating assets, as effectively as, a dependable infrastructure letting advisors the overall flexibility to create and increase his/her very own business enterprise. Considering that its founding, Stratos has developed to 275 independent advisors. Stratos Prosperity Associates, Ltd., an SEC Registered Expense Advisor, manages in excess of $10.33 billion in advisory belongings, and advises via LPL Financial, more than $8.28 billion in brokerage and third party managed property for a full of $18.61 billion as of December 31, 2021.

**Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Primarily based on total revenues, Fiscal Arranging magazine 1996-2021) No. 1 supplier of third-party brokerage solutions to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated corporations present fiscal providers only from the United States.

* Value approximated dependent on asset and holding information supplied to LPL from the year 2021

Securities and advisory companies supplied by LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/ SIPC
Financial commitment information is also provided by means of Stratos Wealth Partners, Ltd., a registered expenditure advisor.

All through this conversation, the conditions “financial advisors” and “advisors” are utilised to refer to registered associates and/or expense advisor reps affiliated with LPL Money LLC. We routinely disclose facts that may be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

Final result Private Wealth, Stratos Prosperity Associates and LPL Economical are separate entities.

Connect with Us!

https://twitter.com/lpl

https://www.linkedin.com/enterprise/lpl-monetary

https://www.fb.com/LPLFinancialLLC

https://www.youtube.com/consumer/lplfinancialllc

Media Speak to:
Shannon Greene
(704) 996-1840
[email protected]

Copyright © All rights reserved. | Newsphere by AF themes.