CHARLOTTE, N.C., Feb. 08, 2022 (World NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) introduced nowadays that Planify Team has joined LPL Financial’s broker-vendor, company registered investment advisor (RIA) and custodial platforms, aligned with LPL-affiliated firm Cornerstone Prosperity Administration. Signing up for from MassMutual, Planify Group documented to LPL that it served roughly $550 million in advisory, brokerage and retirement prepare assets.*
Centered in St. Louis, Planify is comprised of economical advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Every team member delivers distinctive places of experience and resourceful contemplating to their operate serving a range of customers, together with enterprise entrepreneurs, affluent family members, experts and the distinctive needs local community. Through their function, the Planify staff aims to aid tackle their clients’ exceptional wants by way of holistic tactics rooted in individualized money setting up, methods-oriented problem solving and extensive investment guidance.
“Over the several years, our team has built a solid basis of shared priorities and values,” Heitkamp said. “Primarily, we’ve cultivated a ‘client-first’ mentality that translates into all the things we do. Our prioritization process is simple: we handle economical preparing for our consumers initially and foremost, then deal with options and challenge resolving soon after we feel confident that we have coated our bases.”
Planify selected to align with LPL and Cornerstone to carry out a new company method that would assist them optimize their capabilities and far better serve their shoppers. “We actually care about our shoppers, and with Cornerstone and LPL we’re ready to put them very first. Improved technologies and capabilities had been one more huge draw for us we essential a thing seamless, intuitive and secure, which we located at LPL. With more freedom, unbiased methods and an open architecture platform, we’re in a position to provide additional complete and customized ordeals to our purchasers to better aid them maintain a way of life both equally now and in the long run,” Lewandoski explained, noting they also appreciate the further layer of sources from Cornerstone, such as authentic estate, promoting and compliance.
Joe Keifer, Cornerstone co-founder and taking care of husband or wife, mentioned: “Cornerstone Prosperity Administration is thrilled to welcome these kinds of an skilled and enthusiastic workforce of economical professionals to our developing group of impartial advisors across the nation. Planify Team is a fantastic healthy for Cornerstone, as they share our aim on giving custom made financial assistance that allows people today enjoy their latest passions though scheduling for their foreseeable future wants. We’re delighted to assist Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their experienced plans and guidebook their customers to ‘Plan Well. Reside Perfectly.’”
Scott Posner, LPL government vice president, Business Advancement, mentioned: “We welcome Planify Group to the LPL Monetary neighborhood, and we congratulate Cornerstone on expanding its network of advisors. This team’s collective skillset and working experience throughout wealth administration, unique needs planning and behavioral finance align beautifully with our values and targets in this article at LPL. We continue to be dedicated to providing strong means, company answers and progressive abilities made to support our advisors differentiate their follow and prosper. We’re searching ahead to supporting this team and adhering to their results in the years to come.”
Advisors, locate an LPL enterprise progress representative near you.
About LPL Monetary:
LPL Fiscal (Nasdaq: LPLA) was founded on the theory that the agency must operate for the advisor, and not the other way all around. Currently, LPL is a leader in the marketplaces we provide,** supporting approximately 20,000 monetary advisors, and around 800 institution-based mostly expenditure programs and 500 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Americans are entitled to access to personalised assistance from a fiscal advisor. At LPL, independence suggests that advisors have the flexibility they are entitled to to choose the enterprise product, expert services, and engineering means that allow for them to operate their great follow. And they have the flexibility to handle their customer interactions, since they know their customers ideal. Simply place, we consider treatment of our advisors, so they can acquire treatment of their consumers.
**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S. (Centered on whole revenues, Economic Arranging magazine 1996-2021) No. 1 service provider of third-social gathering brokerage products and services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 Company as of June 2021. LPL and its affiliated businesses supply economical products and services only from the United States.
* Price approximated primarily based on asset and keeping facts presented to LPL from the calendar year 2021
Securities and advisory products and services supplied by LPL Money LLC, an SEC-registered broker-supplier and financial investment advisor. Member FINRA/ SIPC
During this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered reps and/or financial investment advisor associates affiliated with LPL Money LLC. We routinely disclose info that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
Planify Group, Cornerstone Wealth Management and LPL Economical are independent entities.
Link with Us!
Media Get in touch with: