LPL Financial, JFC Advisor Network Welcome Sandstone Wealth Management
CHARLOTTE, N.C., Sept. sixteen, 2021 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) today introduced that Sandstone Wealth Management, the financial investment program found at Heartland Lender, has joined LPL’s Establishment Providers platform, aligned with JFC Advisor Community (JFC), a large enterprise that supports LPL-affiliated advisors. Sandstone Wealth Management’s monetary industry experts noted earlier owning served somewhere around $three hundred million in brokerage, advisory and retirement strategy belongings*. They were being earlier affiliated with Raymond James and Royal Alliance, element of the Advisor Team network.
Heartland Lender is a household-owned community institution courting back to 1899, now serving clients in 13 destinations across central Nebraska. With the transfer to LPL, the financial investment program has been rebranded to Sandstone Wealth Management, paying homage to the exceptional rock formations discovered in the course of the point out. Tyler Daly, a 2020 Forbes Leading Upcoming-Gen Wealth Advisor, manages the financial investment heart and is joined by fellow advisor Mike Theis and two assistants.
On the lookout to streamline their organization, reduce once-a-year service fees for clients and develop differentiated activities, the Sandstone Wealth Management team chose to be a part of LPL and JFC for the following chapter of the organization. “We’ve discovered that LPL has a really sturdy on line retirement organizing portal and other improved technological innovation choices that will support us streamline our organization to concentrate far more on clients and make their financial investment activities even far better,” Daly reported.
The simple fact that JFC Advisor Community is found in close by Lincoln, Neb., was a further big attract. “To have a nearby team here in our corner is a big profit. We can produce personal interactions with the JFC team and extend our network,” Daly reported.
Jack Connealy, founder of JFC Advisor Community, mentioned, “JFC is exited to welcome Tyler, Mike and the Sandstone program to our household of advisors found at an institution. They are a class act team that we are fortuitous to be able to support. As a Nebraska-dependent business, working with advisors found at nearby banks often will take JFC back to our roots. We glimpse ahead to a prolonged-lasting and effective marriage with Sandstone Wealth Management.”
Ken Hullings, LPL senior vice president and head of enterprise recruiting, reported, “We lengthen a heat welcome to Tyler and Mike and congratulate JFC for developing its network. We fully grasp the exceptional demands and possibilities for our institutional clients and are committed to supporting them with a major wealth administration platform, revolutionary technological innovation, strategic consultative support and committed service practical experience that can support them differentiate their organization and carry far more worth to their clients and institution. We glimpse ahead to supporting the overall Sandstone Wealth Management team for many years to occur.”
Advisors, come across an LPL organization development representative near you.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was launched on the principle that the firm should really work for the advisor, and not the other way around. Today, LPL is a chief** in the marketplaces we serve, supporting far more than 19,000 monetary advisors, 800 institution-dependent financial investment courses and 450 unbiased RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that Individuals have earned entry to aim advice from a monetary advisor. At LPL, independence means that advisors have the independence they have earned to pick out the organization design, providers, and technological innovation resources that let them to run their great follow. And they have the independence to deal with their shopper interactions, due to the fact they know their clients very best. Only place, we take care of our advisors, so they can take care of their clients.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Vendor in the U.S (Centered on full revenues, Economic Planning magazine 1996-2021) No. one supplier of third-social gathering brokerage providers to banks and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
*Centered on prior organization and signifies belongings that would have been custodied at LPL Economic, relatively than third-social gathering custodians. Noted belongings and shopper numbers have not been independently and entirely verified by LPL Economic.
Securities and advisory providers are offered as a result of LPL Economic (LPL), a registered financial investment advisor and broker-vendor (member FINRA/SIPC). Insurance coverage products are offered as a result of LPL or its accredited affiliate marketers. Heartland Lender and Sandstone Wealth Management are not registered as a broker-vendor or financial investment advisor. Registered representatives of LPL provide products and providers utilizing Sandstone Wealth Management, and may also be workers of Heartland Lender. These products and providers are getting offered as a result of LPL or its affiliate marketers, which are individual entities from, and not affiliate marketers of Heartland Lender, JFC Advisor Community or Sandstone Wealth Management. Securities and insurance policy offered as a result of LPL or its affiliate marketers are:
- Not Insured by FDIC or Any Other Federal government Company
- Not Lender Certain
- Not Lender Deposits or Obligations
- May possibly Reduce Price
Through this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Economic LLC. We routinely disclose info that may be significant to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
The Forbes Upcoming-Gen Wealth Advisors rankings, designed by SHOOK Investigation, is dependent on an algorithm of qualitative criterion, typically attained as a result of telephone and in-human being thanks diligence interviews, and quantitative knowledge. All those advisors that are considered are beneath forty, have a minimum of 4 years’ practical experience, and the algorithm weighs factors like revenue trends, belongings beneath administration, compliance records, market practical experience and those that encompass the maximum criteria of very best practices. Portfolio effectiveness is not a criterion thanks to varying shopper goals and absence of audited knowledge
Join with Us!
https://www.linkedin.com/business/lpl-monetary
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/consumer/lplfinancialllc
Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]
