Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth
CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Money LLC declared today that monetary advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Financial to start an independent follow, Consequence Personal Wealth. They are aligned with Stratos Wealth Companions. The staff claimed having served $1 billion in advisory, brokerage and retirement prepare assets.* They be part of from Wells Fargo Advisors.
Based mostly in Salt Lake Town, the trio of advisors has worked collectively for extra than a decade, each bringing a unique history and viewpoint to the business. Collectively, they offer holistic expense suggestions, economical scheduling and wealthcare to affluent families, professionals, business proprietors and retirees. The Result Personal Wealth crew also incorporates 4 workplace help employees associates.
“We are a genuine group with the similar main values, and we’ve produced this practice with a laser concentrate on financial results for our consumers. Our intention is to assistance simplify the ever more complex economical landscape and deliver lasting approaches to support conserve clients’ time and money,” claimed Horne, a former medical profits supervisor who switched professions right after his monetary planner encouraged him to help many others navigate their individual monetary highway map.
The Consequence advisors turned to LPL and Stratos in their quest for much more independence and autonomy, as perfectly as enhanced technological innovation and the capability to give consumers with differentiated ordeals. “Over the a long time, we’ve been accustomed to serving consumers with some of the very best methods obtainable, but as we developed, we identified the want for a new spouse. By going to LPL and Stratos, we have the adaptability to serve our consumers with innovative abilities and give them the experiences they are worthy of,” Howard mentioned.
Kunz added, “Our consumers are our No. 1 precedence. Following mastering about all the supplemental means from LPL and Stratos—everything from buying and selling capabilities to client administration software program to added tax-primarily based economic organizing tools—it was not possible to keep. In a altering ecosystem, we wished to bring additional to the desk. We are fired up to be in a location we can be happy of, and glance ahead to offering our customers with a more individualized touch.”
The go also supplies the workforce with higher opportunities to improve their apply as a result of M&A, as perfectly as make more profits by operating carefully with centers of influences, such as lawyers and CPAs.
Charles Shapiro, Stratos Founding Companion and Chief Development Officer, stated, “It is a really aggressive recruiting landscape, especially for higher caliber non-public banking groups. We are so honored that Jason, Chad, Shane and their team have picked to join Stratos Prosperity as our newest companions. Utah has been a marvelous market for our company’s advancement and we are happy to help Result Prosperity in their enlargement strategies in the market.”
Scott Posner, LPL government vice president, Company Development, mentioned, “We extend 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 staff that was wanting for a expansion husband or wife who could provide them for the extensive operate. For advisors to have the capability to attain their business’ whole opportunity, they want a associate committed to their results one that has the scale, experience and cash to be ready to make investments and continuously evolve to satisfy the related demands of their business enterprise and customers. And that is precisely what we do listed here at LPL. Our singular mission is to guidance our advisors so they can just take treatment of their purchasers. We seem ahead to a long-long lasting and successful partnership with Final result Non-public Wealth.”
Advisors, locate an LPL small business development representative near you.
About LPL Monetary:
LPL Economical (Nasdaq: LPLA) was established on the principle that the firm really should work for the advisor, and not the other way close to. Currently, LPL is a chief in the markets we serve,** supporting nearly 20,000 money advisors, and approximately 800 establishment-based mostly financial investment programs and 500 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that Us citizens are entitled to access to individualized direction from a economic advisor. At LPL, independence signifies that advisors have the freedom they are entitled to to select the organization product, products and services, and engineering means that allow for them to run their excellent exercise. And they have the flexibility to manage their customer associations, because they know their clientele ideal. Merely put, we just take care of our advisors, so they can choose care of their purchasers.
About Stratos Prosperity Partners
Stratos Prosperity Associates is a top impartial, husband or wife owned and operated Registered Expense Advisory (RIA) firm. Launched in 2009, the agency presents operational, strategic and earnings-generating means, as perfectly as, a reliable infrastructure allowing for advisors the adaptability to establish and increase his/her individual organization. Because its founding, Stratos has grown to 275 independent advisors. Stratos Wealth Companions, Ltd., an SEC Registered Financial investment Advisor, manages more than $10.33 billion in advisory property, and advises as a result of LPL Economic, more than $8.28 billion in brokerage and third occasion managed belongings for a complete of $18.61 billion as of December 31, 2021.
**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Supplier in the U.S (Based on overall revenues, Fiscal Organizing magazine 1996-2021) No. 1 supplier of 3rd-social gathering brokerage services to financial institutions and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated organizations provide economic expert services only from the United States.
* Worth approximated based mostly on asset and keeping facts presented to LPL from the 12 months 2021
Securities and advisory expert services provided by LPL Financial LLC, an SEC-registered broker-supplier and financial commitment advisor. Member FINRA/ SIPC
Investment decision tips is also offered by means of Stratos Wealth Associates, Ltd., a registered financial investment advisor.
All through this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered reps and/or expense advisor associates affiliated with LPL Monetary LLC. We routinely disclose info that could be critical to shareholders in the “Investor Relations” or “Press Releases” section of our site.
Outcome Personal Prosperity, Stratos Prosperity Companions and LPL Financial are different entities.
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