CHARLOTTE, N.C., Feb. 08, 2022 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) declared these days that Planify Group has joined LPL Financial’s broker-dealer, corporate registered expense advisor (RIA) and custodial platforms, aligned with LPL-affiliated agency Cornerstone Prosperity Management. Joining from MassMutual, Planify Team documented to LPL that it served close to $550 million in advisory, brokerage and retirement program belongings.*
Based in St. Louis, Planify is comprised of economic advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Every single staff member brings distinctive areas of working experience and artistic thinking to their work serving a variety of purchasers, which include business proprietors, affluent households, industry experts and the distinctive needs group. Via their perform, the Planify crew aims to help deal with their clients’ exceptional requirements via holistic strategies rooted in personalised financial arranging, methods-oriented problem fixing and thorough financial commitment information.
“Over the yrs, our group has crafted a strong basis of shared priorities and values,” Heitkamp claimed. “Primarily, we’ve cultivated a ‘client-first’ mentality that translates into all the things we do. Our prioritization process is very simple: we tackle economic scheduling for our purchasers to start with and foremost, then deal with remedies and trouble fixing after we experience confident that we have included our bases.”
Planify selected to align with LPL and Cornerstone to put into action a new small business tactic that would assistance them optimize their abilities and far better provide their clients. “We seriously care about our clientele, and with Cornerstone and LPL we’re capable to set them to start with. Enhanced know-how and capabilities had been yet another large attract for us we essential a thing seamless, intuitive and secure, which we discovered at LPL. With extra liberty, impartial alternatives and an open architecture platform, we’re equipped to give more extensive and individualized ordeals to our clientele to much better aid them maintain a life-style both equally now and in the long term,” Lewandoski mentioned, noting they also take pleasure in the additional layer of sources from Cornerstone, like serious estate, advertising and marketing and compliance.
Joe Keifer, Cornerstone co-founder and managing partner, mentioned: “Cornerstone Prosperity Administration is excited to welcome such an experienced and enthusiastic group of economical experts to our growing local community of unbiased advisors throughout the region. Planify Team is a wonderful fit for Cornerstone, as they share our concentration on giving tailored fiscal assistance that aids individuals enjoy their latest passions even though organizing for their foreseeable future wants. We’re delighted to assist Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their qualified targets and tutorial their consumers to ‘Plan Nicely. Live Effectively.’”
Scott Posner, LPL executive vice president, Business Development, stated: “We welcome Planify Group to the LPL Economical community, and we congratulate Cornerstone on expanding its community of advisors. This team’s collective skillset and working experience throughout wealth administration, unique desires scheduling and behavioral finance align completely with our values and objectives here at LPL. We continue to be fully commited to delivering strong means, organization alternatives and progressive abilities designed to support our advisors differentiate their follow and thrive. We’re looking ahead to supporting this group and pursuing their good results in the many years to occur.”
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About LPL Economical:
LPL Economical (Nasdaq: LPLA) was established on the basic principle that the organization should really operate for the advisor, and not the other way close to. Today, LPL is a leader in the markets we serve,** supporting practically 20,000 economic advisors, and close to 800 institution-centered financial commitment programs and 500 impartial RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that People in america deserve obtain to personalized direction from a financial advisor. At LPL, independence implies that advisors have the independence they should have to decide on the organization design, services, and technological know-how assets that make it possible for them to run their great apply. And they have the freedom to manage their client interactions, because they know their shoppers very best. Just put, we get care of our advisors, so they can get care of their purchasers.
**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S. (Primarily based on whole revenues, Fiscal Setting up journal 1996-2021) No. 1 supplier of third-social gathering brokerage companies to banking companies and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated organizations present financial expert services only from the United States.
* Benefit approximated dependent on asset and holding aspects supplied to LPL from the calendar year 2021
Securities and advisory providers presented by way of LPL Economic LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC
In the course of this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered reps and/or financial investment advisor associates affiliated with LPL Monetary LLC. We routinely disclose facts that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
Planify Group, Cornerstone Wealth Administration and LPL Financial are separate entities.
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