CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Economic LLC introduced now that fiscal advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Monetary to launch an independent follow, Final result Non-public Wealth. They are aligned with Stratos Prosperity Associates. The workforce noted acquiring served $1 billion in advisory, brokerage and retirement prepare assets.* They be a part of from Wells Fargo Advisors.
Based mostly in Salt Lake Metropolis, the trio of advisors has labored together for extra than a ten years, each and every bringing a exceptional history and viewpoint to the firm. Collectively, they offer holistic investment assistance, economical setting up and wealthcare to affluent family members, industry experts, business proprietors and retirees. The Outcome Personal Wealth staff also includes four office environment aid employees users.
“We are a real crew with the similar main values, and we’ve produced this observe with a laser concentration on money results for our clientele. Our intention is to aid simplify the significantly complicated money landscape and produce long lasting techniques to enable conserve clients’ time and money,” stated Horne, a former clinical profits supervisor who switched careers immediately after his economical planner motivated him to assistance other folks navigate their very own money road map.
The Consequence advisors turned to LPL and Stratos in their quest for more liberty and autonomy, as perfectly as improved technological innovation and the capability to present customers with differentiated ordeals. “Over the many years, we have been accustomed to serving purchasers with some of the most effective methods obtainable, but as we advanced, we regarded the want for a new spouse. By relocating to LPL and Stratos, we have the flexibility to provide our consumers with innovative abilities and give them the encounters they are worthy of,” Howard explained.
Kunz included, “Our clients are our No. 1 precedence. Right after finding out about all the additional resources from LPL and Stratos—everything from trading abilities to client management software to extra tax-based mostly monetary setting up tools—it was extremely hard to keep. In a transforming setting, we wished to deliver much more to the table. We are excited to be in a place we can be very pleased of, and look forward to delivering our clientele with a extra customized touch.”
The shift also gives the group with greater opportunities to expand their apply through M&A, as very well as deliver supplemental income by performing closely with centers of influences, this kind of as lawyers and CPAs.
Charles Shapiro, Stratos Founding Lover and Chief Development Officer, mentioned, “It is a very competitive recruiting landscape, especially for significant caliber non-public banking teams. We are so honored that Jason, Chad, Shane and their team have picked out to be a part of Stratos Prosperity as our latest associates. Utah has been a marvelous market place for our company’s advancement and we are happy to assist Consequence Wealth in their growth programs in the market.”
Scott Posner, LPL govt vice president, Business enterprise Growth, mentioned, “We extend a warm 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 wanting for a development lover who could serve them for the lengthy run. For advisors to have the capacity to achieve their business’ full potential, they have to have a husband or wife committed to their achievements just one that has the scale, abilities and cash to be ready to invest and consistently evolve to satisfy the appropriate requires of their business and shoppers. And that is precisely what we do below at LPL. Our singular mission is to aid our advisors so they can get care of their customers. We seem forward to a extensive-long lasting and successful relationship with Final result Private Wealth.”
Advisors, find an LPL enterprise development representative near you.
About LPL Money:
LPL Monetary (Nasdaq: LPLA) was started on the theory that the business must perform for the advisor, and not the other way close to. Now, LPL is a leader in the marketplaces we serve,** supporting approximately 20,000 monetary advisors, and somewhere around 800 institution-primarily based financial commitment packages and 500 impartial RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Individuals ought to have access to customized advice from a economical advisor. At LPL, independence means that advisors have the flexibility they are entitled to to pick the company design, companies, and know-how sources that make it possible for them to run their excellent follow. And they have the independence to regulate their customer relationships, simply because they know their clients finest. Simply place, we choose treatment of our advisors, so they can choose treatment of their shoppers.
About Stratos Prosperity Partners
Stratos Prosperity Partners is a main independent, husband or wife owned and operated Registered Investment decision Advisory (RIA) firm. Started in 2009, the firm offers operational, strategic and revenue-making sources, as effectively as, a responsible infrastructure letting advisors the adaptability to establish and grow his/her very own enterprise. Due to the fact its founding, Stratos has grown to 275 impartial advisors. Stratos Prosperity Partners, Ltd., an SEC Registered Investment decision Advisor, manages more than $10.33 billion in advisory property, and advises by LPL Money, about $8.28 billion in brokerage and 3rd social gathering managed property for a total of $18.61 billion as of December 31, 2021.
**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Dealer in the U.S (Dependent on overall revenues, Monetary Setting up journal 1996-2021) No. 1 company of third-celebration brokerage providers to banking companies and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated corporations offer economic providers only from the United States.
* Worth approximated dependent on asset and keeping information offered to LPL from the yr 2021
Securities and advisory providers provided by way of LPL Monetary LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC
Investment decision guidance is also presented via Stratos Wealth Partners, Ltd., a registered expenditure advisor.
During this communication, the terms “financial advisors” and “advisors” are made use of to refer to registered reps and/or expense advisor associates affiliated with LPL Economic LLC. We routinely disclose info that could be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.
Outcome Personal Wealth, Stratos Wealth Companions and LPL Economical are individual entities.
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