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

CHARLOTTE, N.C., Feb. 17, 2022 (Globe NEWSWIRE) — LPL Money LLC introduced nowadays that fiscal advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Money to start an impartial follow, Outcome Private Wealth. They are aligned with Stratos Prosperity Associates. The team noted having served $1 billion in advisory, brokerage and retirement strategy belongings.* They be part of from Wells Fargo Advisors.

Dependent in Salt Lake Town, the trio of advisors has worked together for much more than a 10 years, every single bringing a unique background and perspective to the agency. Collectively, they present holistic financial commitment assistance, financial preparing and wealthcare to affluent households, experts, small business homeowners and retirees. The Result Private Prosperity crew also contains four place of work guidance workers associates.

“We are a real team with the very same main values, and we have produced this observe with a laser aim on economic results for our clientele. Our target is to assistance simplify the increasingly complicated monetary landscape and deliver lasting strategies to support conserve clients’ time and income,” stated Horne, a previous healthcare sales manager who switched professions just after his fiscal planner encouraged him to support other individuals navigate their very own money street map.

The Result advisors turned to LPL and Stratos in their quest for extra liberty and autonomy, as properly as enhanced technological innovation and the potential to present purchasers with differentiated encounters. “Over the yrs, we’ve been accustomed to serving customers with some of the best means accessible, but as we advanced, we identified the will need for a new associate. By relocating to LPL and Stratos, we have the overall flexibility to serve our clientele with innovative capabilities and give them the encounters they are worthy of,” Howard explained.

Kunz additional, “Our clients are our No. 1 priority. Right after learning about all the further means from LPL and Stratos—everything from buying and selling capabilities to shopper administration software program to more tax-primarily based money setting up tools—it was unachievable to keep. In a modifying ecosystem, we desired to deliver a lot more to the table. We are enthusiastic to be in a area we can be very pleased of, and seem ahead to supplying our clients with a additional personalized contact.”

The transfer also supplies the group with greater alternatives to improve their practice via M&A, as perfectly as deliver more profits by doing the job carefully with facilities of influences, these kinds of as lawyers and CPAs.

Charles Shapiro, Stratos Founding Spouse and Chief Enhancement Officer, said, “It is a incredibly aggressive recruiting landscape, in particular for higher caliber personal banking teams. We are so honored that Jason, Chad, Shane and their group have chosen to be a part of Stratos Prosperity as our most recent partners. Utah has been a terrific market place for our company’s progress and we are very pleased to help Consequence Wealth in their expansion strategies in the marketplace.”

Scott Posner, LPL govt vice president, Company Enhancement, stated, “We prolong a warm welcome to Jason, Shane and Chad, and are honored they turned to LPL and Stratos in their journey to independence. This is a team that was seeking for a growth husband or wife who could provide them for the long operate. For advisors to have the capability to reach their business’ total likely, they want a associate committed to their achievements one that has the scale, abilities and funds to be able to devote and consistently evolve to satisfy the related wants of their enterprise and shoppers. And which is precisely what we do listed here at LPL. Our singular mission is to support our advisors so they can acquire treatment of their clients. We look ahead to a lengthy-long lasting and successful partnership with Consequence Personal Wealth.”

Advisors, find an LPL enterprise development representative near you.

About LPL Fiscal:
LPL Financial (Nasdaq: LPLA) was launched on the theory that the organization must do the job for the advisor, and not the other way all-around. Now, LPL is a chief in the marketplaces we serve,** supporting practically 20,000 fiscal advisors, and somewhere around 800 institution-based mostly expense applications and 500 impartial RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Individuals deserve obtain to customized advice from a economical advisor. At LPL, independence means that advisors have the independence they are worthy of to pick the organization design, expert services, and engineering means that enable them to operate their great apply. And they have the flexibility to manage their customer relationships, due to the fact they know their shoppers best. Only set, we take treatment of our advisors, so they can get treatment of their clientele.

About Stratos Wealth Associates
Stratos Prosperity Associates is a leading independent, associate owned and operated Registered Financial commitment Advisory (RIA) firm. Started in 2009, the agency offers operational, strategic and earnings-producing resources, as effectively as, a reputable infrastructure allowing for advisors the flexibility to build and improve his/her have small business. Considering the fact that its founding, Stratos has developed to 275 impartial advisors. Stratos Prosperity Associates, Ltd., an SEC Registered Expense Advisor, manages above $10.33 billion in advisory belongings, and advises by way of LPL Financial, in excess of $8.28 billion in brokerage and 3rd social gathering managed assets for a whole of $18.61 billion as of December 31, 2021.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Supplier in the U.S (Centered on complete revenues, Financial Organizing journal 1996-2021) No. 1 service provider of third-celebration brokerage solutions to banks and credit history unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated companies present money solutions only from the United States.

* Worth approximated primarily based on asset and keeping particulars supplied to LPL from the 12 months 2021

Securities and advisory services provided as a result of LPL Economic LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/ SIPC
Investment advice is also made available by means of Stratos Wealth Associates, Ltd., a registered expense advisor.

All over this interaction, the conditions “financial advisors” and “advisors” are made use of to refer to registered associates and/or investment decision advisor reps affiliated with LPL Economic LLC. We routinely disclose data that might be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web page.

Consequence Non-public Wealth, Stratos Prosperity Associates and LPL Money are different entities.

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