CHARLOTTE, N.C., Feb. 08, 2022 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) introduced right now that Planify Group has joined LPL Financial’s broker-dealer, company registered financial commitment advisor (RIA) and custodial platforms, aligned with LPL-affiliated organization Cornerstone Wealth Administration. Signing up for from MassMutual, Planify Team noted to LPL that it served somewhere around $550 million in advisory, brokerage and retirement approach property.*
Based mostly in St. Louis, Planify is comprised of monetary advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Each crew member brings various spots of experience and resourceful considering to their work serving a wide variety of shoppers, which include enterprise homeowners, affluent families, specialists and the special requirements local community. Via their do the job, the Planify staff aims to assist tackle their clients’ distinctive needs by way of holistic procedures rooted in individualized economical scheduling, alternatives-oriented difficulty fixing and complete financial investment assistance.
“Over the decades, our group has developed a reliable basis of shared priorities and values,” Heitkamp explained. “Primarily, we’ve cultivated a ‘client-first’ mentality that interprets into anything we do. Our prioritization process is simple: we tackle money setting up for our customers 1st and foremost, then tackle alternatives and issue resolving following we truly feel assured that we have included our bases.”
Planify selected to align with LPL and Cornerstone to carry out a new enterprise strategy that would assistance them increase their abilities and improved provide their clientele. “We actually care about our consumers, and with Cornerstone and LPL we’re equipped to put them 1st. Improved technological know-how and capabilities were being an additional big attract for us we desired a little something seamless, intuitive and protected, which we observed at LPL. With far more independence, unbiased solutions and an open up architecture system, we’re equipped to provide far more comprehensive and individualized encounters to our shoppers to far better assistance them keep a way of living each now and in the future,” Lewandoski explained, noting they also respect the more layer of assets from Cornerstone, which include true estate, promoting and compliance.
Joe Keifer, Cornerstone co-founder and taking care of lover, said: “Cornerstone Prosperity Management is excited to welcome this kind of an experienced and enthusiastic crew of economical experts to our developing neighborhood of impartial advisors across the place. Planify Team is a excellent fit for Cornerstone, as they share our aim on supplying personalized monetary advice that helps persons love their current passions though planning for their potential wants. We’re delighted to guidance Valerie, Nick, Todd, Joe, Shannon, and Rachel as they go after their professional objectives and guidebook their consumers to ‘Plan Very well. Dwell Perfectly.’”
Scott Posner, LPL govt vice president, Small business Improvement, said: “We welcome Planify Group to the LPL Monetary group, and we congratulate Cornerstone on escalating its community of advisors. This team’s collective skillset and expertise throughout wealth administration, particular demands arranging and behavioral finance align completely with our values and objectives right here at LPL. We continue to be dedicated to providing strong assets, organization solutions and modern capabilities intended to help our advisors differentiate their observe and thrive. We’re looking forward to supporting this group and subsequent their accomplishment in the decades to come.”
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About LPL Fiscal:
LPL Economic (Nasdaq: LPLA) was founded on the principle that the company really should perform for the advisor, and not the other way around. Currently, LPL is a chief in the markets we serve,** supporting almost 20,000 fiscal advisors, and somewhere around 800 establishment-based mostly expense plans and 500 unbiased RIA companies nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Americans are entitled to obtain to individualized steerage from a financial advisor. At LPL, independence suggests that advisors have the freedom they have earned to choose the business enterprise model, companies, and engineering assets that let them to run their best exercise. And they have the freedom to deal with their consumer relationships, because they know their consumers best. Merely put, we choose treatment of our advisors, so they can take care of their shoppers.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Dealer in the U.S. (Based mostly on complete revenues, Monetary Preparing journal 1996-2021) No. 1 provider of third-celebration brokerage services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated firms give economic companies only from the United States.
* Benefit approximated primarily based on asset and holding particulars supplied to LPL from the year 2021
Securities and advisory providers supplied via LPL Money LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC
Through this conversation, the phrases “financial advisors” and “advisors” are used to refer to registered reps and/or financial commitment advisor associates affiliated with LPL Economical LLC. We routinely disclose facts that may be important to shareholders in the “Investor Relations” or “Press Releases” portion of our site.
Planify Group, Cornerstone Prosperity Management and LPL Fiscal are separate entities.
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