LPL Financial Welcomes Family-Run Vande Bossche Financial Planning & Wealth Management

CHARLOTTE, N.C., Sept. 09, 2021 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) announced nowadays that monetary advisor John Vande Bossche and the workforce at Vande Bossche Monetary Arranging and Wealth Management have joined LPL Financial’s broker-seller, corporate registered expense advisor (RIA) and custodial platforms. The relatives workforce documented obtaining served somewhere around $380 million in advisory, retirement prepare and brokerage belongings*. They join LPL from Northwestern Mutual.

Right after a thriving job in corporate administration, Vande Bossche acknowledged that monetary administration was his area of interest. He took a leap of religion to join the monetary providers field in 2003, and immediately located his new job really worthwhile as he assisted customers work towards their monetary aspirations. He seen their accomplishment as his possess. Around the many years, his Anaheim, Calif.,-dependent observe blossomed into a genuine multigenerational relatives-operate enterprise. Vande Bossche is now joined by his wife, Mary Vande Bossche, director of functions, as nicely as their daughter, monetary advisor Kristen Marie Nielsen, CFP®, RICP®, and son Patrick Vande Bossche CIMA, who serves as analyst and promoting director. Rounding out the workforce is Timothy Mitchell CFA, director of investments, and longtime assistant Jennifer Moses.

The flexible workforce provides a broad assortment of providers, together with particular person expense and portfolio administration, complete monetary preparing and creating retirement strategies for enterprise proprietors. Vande Bossche considers himself a “family advisor” who facilities his observe around doing what’s right for customers and their households. He normally takes satisfaction in seeing his possess relatives consider treatment of other households, and recognizes that his legacy will continue on long immediately after his retirement.

“Watching Patrick and Kristen develop their passions in my line of work and improve into their roles nowadays is a desire appear genuine,” Vande Bossche claimed. “Their work has assisted us enrich our choices and crack into a young shopper demographic. We situation ourselves on the sector as an intergenerational workforce that caters to numerous generations of households. We have a clear succession prepare for our firm, so customers can relaxation confident that we will consider treatment of their investments and enable manage their monetary future for generations to appear.”

Why LPL is their first choice
The transition to LPL comes five many years immediately after the workforce commenced seeking for a long-phrase partner. They conducted intensive interviews and came to the summary that LPL’s built-in know-how, monetary preparing choices and expense platforms stood out as an field chief.

“Our key focus locations were being to generate a differentiated shopper experience and make certain enterprise continuity, and LPL features remedies for all of our priorities,” claimed Nielsen, the firm’s director of monetary preparing. “LPL’s subtle abilities and platforms will empower us to remodel shopper experience and broaden expense alternatives. We are thrilled for our customers to have a frictionless on the net experience and receive the best level of buyer provider. Most importantly, we can see ourselves obtaining a long-phrase partnership with LPL, which strives to evolve with the field and innovate its know-how.”

Scott Posner, LPL executive vice president, Business Improvement, mentioned, “We are honored to have John and the total Vande Bossche workforce as part of the LPL relatives. Every little thing we do at LPL is created to give advisors with the guidance they want to operate a thriving observe. Their greatness is our purpose. We will continue on to commit in new abilities and remedies created to enable advisors improve their enterprise, personalize their observe and provide differentiated provider experiences to their customers. We glimpse ahead to obtaining a long-lasting partnership with the total Vande Bossche workforce.”

Read about other corporations that not too long ago joined LPL in the LPL Monetary News and Media segment of LPL.com.

Advisors, obtain an LPL enterprise progress representative near you.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was started on the theory that the firm really should work for the advisor, and not the other way around. Nowadays, LPL is a chief** in the markets we provide, supporting extra than 19,000 monetary advisors, 800 institution-dependent expense courses and 450 impartial RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that People in america ought to have access to goal direction from a monetary advisor. At LPL, independence usually means that advisors have the independence they ought to have to choose the enterprise model, providers, and know-how sources that make it possible for them to operate their fantastic observe. And they have the independence to manage their shopper associations, for the reason that they know their customers ideal. Only put, we consider treatment of our advisors, so they can consider treatment of their customers.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Seller in the U.S (Centered on whole revenues, Monetary Arranging magazine June 1996-2021) No. one service provider of third-celebration brokerage providers to banks and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Centered on prior enterprise and represents belongings that would have been custodied at LPL Monetary, relatively than third-celebration custodians. Documented belongings and shopper numbers have not been independently and fully confirmed by LPL Monetary.

Securities and advisory providers presented via LPL Monetary LLC, an SEC- registered broker-seller and expense advisor. Member FINRA/ SIPC

All through this communication, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or expense advisor reps affiliated with LPL Monetary LLC. We routinely disclose info that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” segment of our web-site.

Vande Bossche Monetary Arranging and Wealth Management and LPL Monetary are independent entities.

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
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