LPL Financial, The Network Welcome Ascend Wealth Management

CHARLOTTE, N.C., March 14, 2022 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) introduced nowadays that the all-girl crew at Ascend Wealth Administration has joined LPL Financial’s broker-supplier, company registered investment decision advisor (RIA) and custodial platforms, aligned with The Monetary Expert services Community, an existing organization supporting LPL-affiliated advisors. The Ascend advisors documented possessing served close to $210 million in advisory, brokerage and retirement system belongings*. They sign up for LPL from Voya Economic Advisors.

With a dedication to the fiduciary normal, the Ascend staff aims to present individualized fiscal planning and expense management products and services to its assorted customer foundation of folks, households, company entrepreneurs and those in the healthcare business. Operating out of Grand Rapids, Mich., the workforce is led by running partners and financial advisors Kristi Turchan and Debbie Verker, and they are supported by functions affiliate Kassandra McGee. They get an genuine technique to aiding make their clients’ fiscal self-assurance and are dedicated to serving all clientele equally—from hospital flooring workers to company executives. “We find so considerably worth in serving individuals who provide our community,” Verker claimed.

Keen to come across a spouse to assist their evolving company desires, the Ascend crew turned to LPL and The Financial Solutions Community. “By aligning with LPL and The Network, we’re very well positioned to support our clientele preserve and get pleasure from their wealth for generations to appear,” Turchan explained. “We often want to be in a position to say, ‘whatever you will need, we can assistance aid your pursuits.’ That was a driving section of our decision to make this go, and it is apparent that LPL and The Network are building the ideal investments and placing their men and women 1st. Between LPL’s modern electronic technologies and robust business enterprise methods, and The Network’s concierge-level support, we’re self-assured our consumers will profit from an improved encounter.”

Verker additional, “We’re in a assistance market, and by joining LPL and The Community, we’re aligned with men and women who share our motivation to delivering clientele with differentiated provider. Kristi and I are pure associates, and our knowledge with LPL and The Community has felt the very same we observed a dwelling that definitely supports the impartial advisor.”

Christopher Mercado, controlling companion and chief investment strategist with The Economic Providers Network, mentioned, “We’re joyful to welcome Kristi, Debbie and Kassandra to The Network and are thrilled to associate with them in the up coming chapter of their journey. Kristi and Debbie convey with them around 50 yrs of combined fiscal products and services encounter. The Network is very pleased to husband or wife with their team, and we forward to supporting them for lots of years to arrive.”

Scott Posner, LPL government vice president, Small business Progress, claimed, “We welcome Kristi, Debbie and Kassandra to the LPL local community, and congratulate The Community for expanding its local community of excellent advisors. I’m inspired by this female-owned team and their dedication to investing in their community as a result of both of those their time and methods. We’re honored that the Ascend group acknowledged our abilities and chose us to assist them get to their plans. We seem ahead to a extended-long lasting romantic relationship with Ascend Wealth Management.”

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About LPL Economical
LPL Economical (Nasdaq: LPLA) was founded on the theory that the agency should perform for the advisor, and not the other way all around. Right now, LPL is a leader** in the markets we provide, supporting more than 19,000 economical advisors, 800 establishment-primarily based expense programs and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that People in america have earned accessibility to personalized assistance from a economical advisor. At LPL, independence signifies that advisors have the flexibility they deserve to opt for the organization design, companies, and technological innovation assets that enable them to run their excellent exercise. And they have the flexibility to handle their client associations, mainly because they know their shoppers finest. Just place, we choose treatment of our advisors, so they can consider treatment of their customers.

*Benefit approximated based on asset and holding aspects offered to LPL from the yr 2021

**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S (Dependent on overall revenues, Money Setting up magazine 1996-2021) No. 1 company of 3rd-social gathering brokerage companies to banks and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory expert services presented as a result of LPL Money LLC, an SEC-registered broker-seller and expenditure advisor. Member FINRA/ SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are applied to refer to registered reps and/or financial investment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose details that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” section of our web-site.

Ascend Prosperity Management, The Financial Products and services Community and LPL Monetary are individual entities.

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Source: LPL Money Holdings, Inc.