CHARLOTTE, N.C., Feb. 08, 2022 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) introduced right now that Planify Team has joined LPL Financial’s broker-dealer, company registered investment advisor (RIA) and custodial platforms, aligned with LPL-affiliated business Cornerstone Wealth Management. Signing up for from MassMutual, Planify Group reported to LPL that it served somewhere around $550 million in advisory, brokerage and retirement system assets.*
Based mostly in St. Louis, Planify is comprised of economic advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Each individual workforce member provides diverse spots of expertise and artistic imagining to their work serving a variety of customers, like organization proprietors, affluent households, specialists and the distinctive desires neighborhood. As a result of their get the job done, the Planify workforce aims to assistance address their clients’ distinctive requirements through holistic methods rooted in customized economical preparing, alternatives-oriented difficulty solving and extensive financial investment information.
“Over the a long time, our group has developed a stable basis of shared priorities and values,” Heitkamp mentioned. “Primarily, we’ve cultivated a ‘client-first’ mentality that translates into every little thing we do. Our prioritization technique is very simple: we deal with money scheduling for our consumers initial and foremost, then deal with methods and issue solving following we really feel assured that we have included our bases.”
Planify selected to align with LPL and Cornerstone to implement a new business technique that would assistance them maximize their abilities and better serve their shoppers. “We actually treatment about our customers, and with Cornerstone and LPL we’re capable to put them first. Enhanced know-how and capabilities were a further big attract for us we necessary a little something seamless, intuitive and protected, which we observed at LPL. With more liberty, independent alternatives and an open architecture platform, we’re in a position to offer far more comprehensive and personalized encounters to our clientele to improved aid them keep a way of life equally now and in the foreseeable future,” Lewandoski stated, noting they also enjoy the additional layer of sources from Cornerstone, which include true estate, marketing and compliance.
Joe Keifer, Cornerstone co-founder and controlling lover, stated: “Cornerstone Wealth Management is thrilled to welcome these types of an expert and enthusiastic group of economic pros to our escalating neighborhood of impartial advisors throughout the place. Planify Team is a fantastic in good shape for Cornerstone, as they share our concentration on giving personalized economical direction that helps individuals love their present-day passions while arranging for their future requirements. We’re delighted to help Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their qualified ambitions and information their shoppers to ‘Plan Perfectly. Are living Nicely.’”
Scott Posner, LPL govt vice president, Company Improvement, stated: “We welcome Planify Team to the LPL Fiscal community, and we congratulate Cornerstone on escalating its community of advisors. This team’s collective skillset and experience throughout wealth management, distinctive wants planning and behavioral finance align beautifully with our values and objectives below at LPL. We stay dedicated to providing sturdy methods, small business methods and progressive abilities made to assistance our advisors differentiate their follow and thrive. We’re hunting forward to supporting this team and adhering to their good results in the years to appear.”
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About LPL Monetary:
LPL Money (Nasdaq: LPLA) was launched on the theory that the company ought to get the job done for the advisor, and not the other way about. Right now, LPL is a leader in the marketplaces we serve,** supporting approximately 20,000 economical advisors, and somewhere around 800 institution-dependent expense courses and 500 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that Us citizens are worthy of accessibility to personalized steering from a financial advisor. At LPL, independence implies that advisors have the flexibility they should have to select the business enterprise design, services, and engineering resources that allow them to run their excellent practice. And they have the freedom to regulate their shopper associations, since they know their customers greatest. Merely put, we get care of our advisors, so they can get care of their customers.
**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S. (Centered on whole revenues, Fiscal Planning magazine 1996-2021) No. 1 supplier of third-bash brokerage expert services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated organizations give economical solutions only from the United States.
* Benefit approximated primarily based on asset and holding information offered to LPL from the year 2021
Securities and advisory products and services presented as a result of LPL Money LLC, an SEC-registered broker-vendor and financial commitment advisor. Member FINRA/ SIPC
Through this communication, the terms “financial advisors” and “advisors” are made use of to refer to registered representatives and/or expenditure advisor reps affiliated with LPL Economical LLC. We routinely disclose facts that could be critical to shareholders in the “Investor Relations” or “Press Releases” area of our web page.
Planify Team, Cornerstone Wealth Management and LPL Monetary are different entities.
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