CHARLOTTE, N.C., Feb. 08, 2022 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) declared currently that Planify Team has joined LPL Financial’s broker-supplier, corporate registered investment advisor (RIA) and custodial platforms, aligned with LPL-affiliated firm Cornerstone Wealth Management. Signing up for from MassMutual, Planify Group reported to LPL that it served around $550 million in advisory, brokerage and retirement plan assets.*
Based in St. Louis, Planify is comprised of money advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Each individual crew member delivers different regions of expertise and resourceful thinking to their operate serving a wide variety of clientele, which include organization proprietors, affluent people, industry experts and the distinctive requirements community. By way of their operate, the Planify crew aims to assist deal with their clients’ unique desires via holistic procedures rooted in personalized money planning, methods-oriented challenge solving and comprehensive financial investment suggestions.
“Over the many years, our group has crafted a stable basis of shared priorities and values,” Heitkamp explained. “Primarily, we have cultivated a ‘client-first’ mentality that interprets into every little thing we do. Our prioritization method is easy: we address economical preparing for our shoppers to start with and foremost, then deal with remedies and challenge resolving following we truly feel confident that we have covered our bases.”
Planify chose to align with LPL and Cornerstone to apply a new company strategy that would assistance them increase their abilities and greater provide their purchasers. “We truly treatment about our customers, and with Cornerstone and LPL we’re able to place them initial. Enhanced know-how and abilities were an additional massive attract for us we required anything seamless, intuitive and secure, which we identified at LPL. With far more independence, unbiased methods and an open architecture platform, we’re capable to provide much more detailed and customized activities to our clients to far better support them sustain a life style both equally now and in the foreseeable future,” Lewandoski mentioned, noting they also enjoy the further layer of assets from Cornerstone, like true estate, internet marketing and compliance.
Joe Keifer, Cornerstone co-founder and taking care of partner, mentioned: “Cornerstone Wealth Management is excited to welcome these kinds of an experienced and enthusiastic workforce of financial industry experts to our developing local community of independent advisors throughout the country. Planify Team is a fantastic in shape for Cornerstone, as they share our concentrate on giving custom-made financial guidance that will help folks delight in their present-day passions while arranging for their potential needs. We’re delighted to aid Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their experienced objectives and information their clients to ‘Plan Properly. Stay Well.’”
Scott Posner, LPL govt vice president, Small business Growth, stated: “We welcome Planify Team to the LPL Fiscal group, and we congratulate Cornerstone on growing its community of advisors. This team’s collective skillset and encounter across prosperity administration, particular needs scheduling and behavioral finance align beautifully with our values and goals in this article at LPL. We continue to be fully commited to providing strong means, enterprise answers and progressive abilities developed to assist our advisors differentiate their follow and thrive. We’re hunting ahead to supporting this team and pursuing their accomplishment in the a long time to come.”
Advisors, uncover an LPL business enterprise advancement representative near you.
About LPL Financial:
LPL Money (Nasdaq: LPLA) was founded on the theory that the organization really should work for the advisor, and not the other way all over. Currently, LPL is a leader in the marketplaces we serve,** supporting virtually 20,000 monetary advisors, and about 800 establishment-centered expense programs and 500 unbiased RIA corporations nationwide. We are steadfast in our determination to the advisor-centered model and the perception that Us residents are entitled to entry to individualized steering from a economic advisor. At LPL, independence means that advisors have the freedom they are entitled to to pick out the business enterprise model, providers, and technological innovation resources that let them to operate their ideal exercise. And they have the liberty to control their customer relationships, simply because they know their purchasers ideal. Basically place, we consider treatment of our advisors, so they can take care of their purchasers.
**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S. (Centered on overall revenues, Economical Scheduling journal 1996-2021) No. 1 company of third-social gathering brokerage products and services to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 Enterprise as of June 2021. LPL and its affiliated businesses provide money products and services only from the United States.
* Value approximated primarily based on asset and keeping facts delivered to LPL from the calendar year 2021
Securities and advisory providers available as a result of LPL Fiscal LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/ SIPC
Through this conversation, the conditions “financial advisors” and “advisors” are employed to refer to registered associates and/or financial investment advisor reps affiliated with LPL Economic LLC. We routinely disclose info that might be important to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.
Planify Group, Cornerstone Prosperity Administration and LPL Financial are separate entities.
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