CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Economical LLC announced nowadays that fiscal advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Money to start an unbiased observe, Outcome Personal Prosperity. They are aligned with Stratos Prosperity Companions. The team reported possessing served $1 billion in advisory, brokerage and retirement prepare property.* They be part of from Wells Fargo Advisors.
Dependent in Salt Lake Metropolis, the trio of advisors has labored with each other for additional than a 10 years, just about every bringing a unique qualifications and viewpoint to the firm. Collectively, they supply holistic investment decision suggestions, economical planning and wealthcare to affluent people, experts, organization homeowners and retirees. The Final result Personal Wealth staff also contains 4 business office aid workers customers.
“We are a correct crew with the exact same main values, and we have developed this exercise with a laser aim on fiscal results for our purchasers. Our intention is to aid simplify the ever more intricate fiscal landscape and provide long lasting procedures to assistance conserve clients’ time and cash,” mentioned Horne, a former healthcare profits supervisor who switched occupations after his economical planner motivated him to help many others navigate their personal economical street map.
The End result advisors turned to LPL and Stratos in their quest for far more independence and autonomy, as well as enhanced engineering and the capability to provide clientele with differentiated encounters. “Over the many years, we’ve been accustomed to serving clientele with some of the ideal assets obtainable, but as we developed, we identified the want for a new partner. By relocating to LPL and Stratos, we have the flexibility to serve our customers with innovative abilities and give them the activities they deserve,” Howard said.
Kunz included, “Our clients are our No. 1 precedence. Just after learning about all the more resources from LPL and Stratos—everything from buying and selling capabilities to customer management program to additional tax-primarily based money planning tools—it was impossible to stay. In a altering environment, we needed to provide far more to the table. We are excited to be in a spot we can be happy of, and appear forward to furnishing our consumers with a extra personalised touch.”
The move also offers the staff with increased possibilities to develop their exercise through M&A, as effectively as create further income by functioning intently with centers of influences, these as lawyers and CPAs.
Charles Shapiro, Stratos Founding Lover and Chief Enhancement Officer, stated, “It is a really competitive recruiting landscape, especially for large caliber private banking teams. We are so honored that Jason, Chad, Shane and their team have preferred to sign up for Stratos Prosperity as our newest partners. Utah has been a terrific market for our company’s growth and we are happy to guidance Result Prosperity in their growth programs in the marketplace.”
Scott Posner, LPL government vice president, Small business Development, said, “We increase 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 staff that was seeking for a advancement companion who could provide them for the extended run. For advisors to have the potential to achieve their business’ whole likely, they have to have a partner fully commited to their results 1 that has the scale, abilities and cash to be capable to devote and continuously evolve to satisfy the applicable wants of their organization and clients. And that is specifically what we do in this article at LPL. Our singular mission is to aid our advisors so they can choose care of their clientele. We look ahead to a lengthy-long lasting and successful relationship with End result Personal Prosperity.”
Advisors, come across an LPL business progress representative near you.
About LPL Monetary:
LPL Financial (Nasdaq: LPLA) was launched on the principle that the agency really should perform for the advisor, and not the other way all around. Today, LPL is a chief in the markets we serve,** supporting practically 20,000 financial advisors, and roughly 800 institution-centered financial commitment plans and 500 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that People in america are entitled to access to personalised guidance from a economic advisor. At LPL, independence usually means that advisors have the liberty they deserve to opt for the business model, solutions, and technological innovation resources that permit them to operate their best exercise. And they have the freedom to control their shopper associations, since they know their clientele most effective. Only set, we just take treatment of our advisors, so they can choose treatment of their clientele.
About Stratos Prosperity Associates
Stratos Prosperity Companions is a main impartial, spouse owned and operated Registered Investment decision Advisory (RIA) business. Started in 2009, the agency presents operational, strategic and earnings-producing assets, as effectively as, a trustworthy infrastructure making it possible for advisors the adaptability to establish and increase his/her individual business enterprise. Due to the fact its founding, Stratos has grown to 275 independent advisors. Stratos Prosperity Associates, Ltd., an SEC Registered Financial investment Advisor, manages in excess of $10.33 billion in advisory belongings, and advises via LPL Monetary, in excess of $8.28 billion in brokerage and third get together managed property for a overall of $18.61 billion as of December 31, 2021.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Centered on full revenues, Economic Planning magazine 1996-2021) No. 1 service provider of 3rd-social gathering brokerage companies to banking companies and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 Organization as of June 2021. LPL and its affiliated corporations provide economic expert services only from the United States.
* Benefit approximated based mostly on asset and keeping details furnished to LPL from the calendar year 2021
Securities and advisory products and services supplied by LPL Money LLC, an SEC-registered broker-vendor and financial investment advisor. Member FINRA/ SIPC
Financial investment advice is also made available by means of Stratos Prosperity Associates, Ltd., a registered expense advisor.
Through this communication, the conditions “financial advisors” and “advisors” are made use of to refer to registered associates and/or expenditure advisor associates affiliated with LPL Financial LLC. We routinely disclose data that may be critical to shareholders in the “Investor Relations” or “Press Releases” section of our site.
Final result Personal Wealth, Stratos Prosperity Associates and LPL Financial are different entities.
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