CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Monetary LLC announced today that fiscal advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Economical to start an impartial observe, Final result Non-public Prosperity. They are aligned with Stratos Prosperity Partners. The workforce noted having served $1 billion in advisory, brokerage and retirement approach belongings.* They be a part of from Wells Fargo Advisors.
Centered in Salt Lake City, the trio of advisors has labored alongside one another for additional than a 10 years, just about every bringing a special history and point of view to the company. Collectively, they deliver holistic expenditure tips, fiscal scheduling and wealthcare to affluent people, industry experts, organization entrepreneurs and retirees. The Result Personal Wealth staff also includes 4 business office guidance personnel associates.
“We are a accurate staff with the similar main values, and we’ve established this apply with a laser concentrate on money outcomes for our clientele. Our intention is to help simplify the progressively sophisticated economical landscape and provide lasting methods to support save clients’ time and revenue,” reported Horne, a former medical profits manager who switched occupations soon after his financial planner impressed him to help other individuals navigate their own money highway map.
The Consequence advisors turned to LPL and Stratos in their quest for more independence and autonomy, as properly as enhanced technologies and the skill to supply customers with differentiated activities. “Over the decades, we’ve been accustomed to serving clientele with some of the greatest resources readily available, but as we progressed, we recognized the have to have for a new spouse. By shifting to LPL and Stratos, we have the flexibility to provide our clientele with innovative capabilities and give them the activities they ought to have,” Howard explained.
Kunz included, “Our shoppers are our No. 1 precedence. Following finding out about all the extra assets from LPL and Stratos—everything from buying and selling abilities to shopper administration computer software to supplemental tax-centered fiscal preparing tools—it was extremely hard to remain. In a shifting ecosystem, we desired to provide extra to the table. We are thrilled to be in a spot we can be proud of, and look ahead to giving our clientele with a much more personalized touch.”
The go also supplies the staff with increased opportunities to improve their follow through M&A, as perfectly as crank out added revenue by doing the job closely with facilities of influences, these types of as attorneys and CPAs.
Charles Shapiro, Stratos Founding Associate and Main Development Officer, said, “It is a really competitive recruiting landscape, specifically for large caliber non-public banking teams. We are so honored that Jason, Chad, Shane and their team have preferred to be part of Stratos Prosperity as our latest partners. Utah has been a marvelous current market for our company’s development and we are proud to support Outcome Wealth in their enlargement strategies in the marketplace.”
Scott Posner, LPL government vice president, Company Improvement, stated, “We extend a heat welcome to Jason, Shane and Chad, and are honored they turned to LPL and Stratos in their journey to independence. This is a workforce that was on the lookout for a expansion partner who could serve them for the extended operate. For advisors to have the capability to achieve their business’ complete possible, they will need a associate fully commited to their achievements a person that has the scale, know-how and capital to be equipped to invest and consistently evolve to fulfill the suitable requires of their business and shoppers. And that’s just what we do in this article at LPL. Our singular mission is to support our advisors so they can acquire treatment of their consumers. We look ahead to a extended-long lasting and productive connection with Outcome Private Prosperity.”
Advisors, uncover an LPL business progress representative near you.
About LPL Financial:
LPL Fiscal (Nasdaq: LPLA) was launched on the basic principle that the company must perform for the advisor, and not the other way close to. Currently, LPL is a leader in the marketplaces we serve,** supporting approximately 20,000 financial advisors, and about 800 institution-based mostly expenditure packages and 500 impartial RIA companies nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that Americans ought to have entry to personalized advice from a money advisor. At LPL, independence suggests that advisors have the independence they ought to have to pick the small business model, companies, and technology assets that let them to run their great observe. And they have the flexibility to control their client interactions, due to the fact they know their clients ideal. Merely set, we choose treatment of our advisors, so they can just take treatment of their purchasers.
About Stratos Wealth Associates
Stratos Wealth Companions is a leading independent, partner owned and operated Registered Expense Advisory (RIA) company. Started in 2009, the firm features operational, strategic and earnings-building means, as perfectly as, a responsible infrastructure letting advisors the flexibility to build and mature his/her have small business. Due to the fact its founding, Stratos has grown to 275 impartial advisors. Stratos Prosperity Associates, Ltd., an SEC Registered Financial investment Advisor, manages more than $10.33 billion in advisory belongings, and advises as a result of LPL Financial, around $8.28 billion in brokerage and third party managed property for a overall of $18.61 billion as of December 31, 2021.
**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S (Dependent on overall revenues, Fiscal Planning journal 1996-2021) No. 1 service provider of third-bash brokerage solutions to banks and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 Organization as of June 2021. LPL and its affiliated firms supply economic services only from the United States.
* Benefit approximated dependent on asset and holding information offered to LPL from the 12 months 2021
Securities and advisory solutions provided by means of LPL Economic LLC, an SEC-registered broker-supplier and financial commitment advisor. Member FINRA/ SIPC
Financial commitment information is also made available by means of Stratos Prosperity Associates, Ltd., a registered investment decision advisor.
During this interaction, the phrases “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial investment advisor reps affiliated with LPL Fiscal LLC. We routinely disclose info that may possibly be vital to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.
Outcome Personal Prosperity, Stratos Wealth Associates and LPL Monetary are independent entities.
Link with Us!
https://www.linkedin.com/enterprise/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
Media Get in touch with:
Shannon Greene
(704) 996-1840
[email protected]
More Stories
Restaurant Management Tips For a Smoothly Running Restaurant
What is Strategic Human Resource Management?
Five Tried and True Time Management Tips