CHARLOTTE, N.C., Feb. 08, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) introduced now that Planify Team has joined LPL Financial’s broker-vendor, corporate registered investment advisor (RIA) and custodial platforms, aligned with LPL-affiliated organization Cornerstone Prosperity Administration. Joining from MassMutual, Planify Team noted to LPL that it served approximately $550 million in advisory, brokerage and retirement approach property.*
Centered in St. Louis, Planify is comprised of money advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Each and every staff member delivers distinctive areas of experience and inventive wondering to their work serving a assortment of clientele, like business enterprise homeowners, affluent families, gurus and the unique needs community. By their operate, the Planify group aims to support handle their clients’ special needs through holistic procedures rooted in personalised fiscal preparing, remedies-oriented difficulty solving and in depth expenditure advice.
“Over the yrs, our team has developed a good basis of shared priorities and values,” Heitkamp reported. “Primarily, we’ve cultivated a ‘client-first’ mentality that translates into anything we do. Our prioritization system is very simple: we address economic scheduling for our customers initial and foremost, then tackle methods and problem solving right after we come to feel self-assured that we have protected our bases.”
Planify chose to align with LPL and Cornerstone to carry out a new small business strategy that would assistance them maximize their abilities and much better provide their clientele. “We really treatment about our clients, and with Cornerstone and LPL we’re capable to put them first. Improved know-how and capabilities were being another big draw for us we desired a little something seamless, intuitive and safe, which we discovered at LPL. With extra freedom, independent answers and an open architecture system, we’re able to present additional extensive and customized ordeals to our clients to improved enable them keep a life-style both equally now and in the long term,” Lewandoski reported, noting they also respect the supplemental layer of resources from Cornerstone, which include real estate, promoting and compliance.
Joe Keifer, Cornerstone co-founder and running husband or wife, said: “Cornerstone Prosperity Administration is excited to welcome these an seasoned and enthusiastic team of economical gurus to our developing neighborhood of impartial advisors across the country. Planify Group is a good suit for Cornerstone, as they share our emphasis on offering tailored fiscal steering that allows individuals love their present-day passions though organizing for their long term requires. We’re delighted to aid Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their specialist plans and guide their customers to ‘Plan Well. Stay Very well.’”
Scott Posner, LPL govt vice president, Business Improvement, said: “We welcome Planify Team to the LPL Monetary local community, and we congratulate Cornerstone on escalating its network of advisors. This team’s collective skillset and encounter across wealth administration, exclusive desires organizing and behavioral finance align completely with our values and ambitions listed here at LPL. We keep on being fully commited to offering strong resources, company alternatives and modern capabilities developed to assist our advisors differentiate their follow and thrive. We’re looking ahead to supporting this group and adhering to their achievements in the many years to appear.”
Advisors, discover an LPL business development representative near you.
About LPL Economic:
LPL Financial (Nasdaq: LPLA) was established on the theory that the organization really should do the job for the advisor, and not the other way about. These days, LPL is a leader in the marketplaces we provide,** supporting virtually 20,000 fiscal advisors, and roughly 800 establishment-primarily based expense systems and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that Us residents should have access to personalized direction from a economic advisor. At LPL, independence means that advisors have the independence they should have to choose the business enterprise model, expert services, and technological know-how sources that make it possible for them to run their fantastic practice. And they have the freedom to handle their customer interactions, for the reason that they know their clients best. Simply just place, we choose treatment of our advisors, so they can consider care of their clients.
**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S. (Primarily based on total revenues, Fiscal Setting up magazine 1996-2021) No. 1 supplier of third-bash brokerage solutions to banking companies and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 Enterprise as of June 2021. LPL and its affiliated firms present monetary products and services only from the United States.
* Value approximated based on asset and keeping facts provided to LPL from the year 2021
Securities and advisory providers provided as a result of LPL Economical LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC
All through this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered associates and/or financial commitment advisor reps affiliated with LPL Economic LLC. We routinely disclose information that could be vital to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.
Planify Group, Cornerstone Prosperity Administration and LPL Fiscal are independent entities.
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