CHARLOTTE, N.C., Feb. 08, 2022 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) declared right now that Planify Group has joined LPL Financial’s broker-seller, corporate registered financial commitment advisor (RIA) and custodial platforms, aligned with LPL-affiliated agency Cornerstone Prosperity Management. Signing up for from MassMutual, Planify Group reported to LPL that it served somewhere around $550 million in advisory, brokerage and retirement plan property.*
Primarily based in St. Louis, Planify is comprised of fiscal advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Each and every team member provides unique parts of expertise and innovative pondering to their work serving a range of purchasers, which includes business entrepreneurs, affluent families, industry experts and the special requires neighborhood. By their work, the Planify workforce aims to support address their clients’ exclusive desires via holistic approaches rooted in individualized fiscal setting up, alternatives-oriented problem resolving and extensive expense guidance.
“Over the a long time, our team has designed a reliable foundation of shared priorities and values,” Heitkamp mentioned. “Primarily, we have cultivated a ‘client-first’ mentality that interprets into all the things we do. Our prioritization method is very simple: we address economical planning for our customers first and foremost, then deal with alternatives and dilemma resolving soon after we come to feel self-confident that we have included our bases.”
Planify chose to align with LPL and Cornerstone to apply a new business enterprise strategy that would enable them improve their abilities and improved provide their consumers. “We truly treatment about our clients, and with Cornerstone and LPL we’re capable to place them first. Improved know-how and abilities have been a further huge attract for us we desired a little something seamless, intuitive and safe, which we uncovered at LPL. With extra freedom, unbiased remedies and an open architecture platform, we’re in a position to offer far more thorough and personalized experiences to our shoppers to much better assist them preserve a life-style equally now and in the potential,” Lewandoski reported, noting they also appreciate the extra layer of assets from Cornerstone, such as real estate, internet marketing and compliance.
Joe Keifer, Cornerstone co-founder and handling husband or wife, stated: “Cornerstone Wealth Administration is energized to welcome these an knowledgeable and enthusiastic staff of fiscal professionals to our increasing local community of unbiased advisors throughout the country. Planify Team is a excellent match for Cornerstone, as they share our focus on offering tailored economic advice that can help folks enjoy their present-day passions when arranging for their future requirements. We’re delighted to aid Valerie, Nick, Todd, Joe, Shannon, and Rachel as they go after their qualified targets and tutorial their clients to ‘Plan Nicely. Dwell Well.’”
Scott Posner, LPL govt vice president, Enterprise Development, stated: “We welcome Planify Team to the LPL Monetary group, and we congratulate Cornerstone on growing its community of advisors. This team’s collective skillset and knowledge throughout prosperity administration, specific requires arranging and behavioral finance align flawlessly with our values and objectives here at LPL. We keep on being dedicated to providing sturdy sources, small business options and ground breaking abilities created to assist our advisors differentiate their practice and prosper. We’re hunting forward to supporting this team and subsequent their achievement in the many years to occur.”
Advisors, obtain an LPL enterprise improvement representative near you.
About LPL Monetary:
LPL Monetary (Nasdaq: LPLA) was established on the theory that the business need to work for the advisor, and not the other way close to. Nowadays, LPL is a leader in the marketplaces we serve,** supporting just about 20,000 fiscal advisors, and around 800 institution-based mostly financial commitment plans and 500 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that People in america deserve access to personalised guidance from a money advisor. At LPL, independence means that advisors have the flexibility they deserve to pick out the small business design, products and services, and know-how assets that let them to operate their perfect exercise. And they have the liberty to manage their consumer relationships, simply because they know their clients ideal. Basically set, we choose treatment of our advisors, so they can acquire treatment of their purchasers.
**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S. (Centered on total revenues, Financial Planning journal 1996-2021) No. 1 provider of third-occasion brokerage solutions to banks and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 Company as of June 2021. LPL and its affiliated businesses give economical expert services only from the United States.
* Benefit approximated centered on asset and keeping specifics presented to LPL from the calendar year 2021
Securities and advisory services offered as a result of LPL Monetary LLC, an SEC-registered broker-vendor and investment decision advisor. Member FINRA/ SIPC
During this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or financial investment advisor reps affiliated with LPL Economical LLC. We routinely disclose facts that may be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.
Planify Group, Cornerstone Wealth Administration and LPL Economic are individual entities.
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