CHARLOTTE, N.C., Feb. 08, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) declared these days that Planify Team has joined LPL Financial’s broker-dealer, company registered financial investment advisor (RIA) and custodial platforms, aligned with LPL-affiliated agency Cornerstone Wealth Management. Signing up for from MassMutual, Planify Group documented to LPL that it served somewhere around $550 million in advisory, brokerage and retirement strategy property.*
Primarily based in St. Louis, Planify is comprised of economic advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Each and every workforce member brings distinct regions of practical experience and inventive pondering to their work serving a variety of shoppers, including company entrepreneurs, affluent families, experts and the exclusive wants local community. By their function, the Planify crew aims to aid address their clients’ one of a kind needs via holistic strategies rooted in customized economic arranging, alternatives-oriented problem resolving and in depth investment assistance.
“Over the several years, our group has crafted a sound foundation of shared priorities and values,” Heitkamp claimed. “Primarily, we’ve cultivated a ‘client-first’ mentality that interprets into every little thing we do. Our prioritization approach is straightforward: we tackle money planning for our shoppers initial and foremost, then tackle answers and issue resolving just after we really feel self-confident that we have lined our bases.”
Planify selected to align with LPL and Cornerstone to implement a new organization strategy that would assistance them improve their capabilities and better serve their clients. “We definitely treatment about our customers, and with Cornerstone and LPL we’re ready to put them 1st. Improved technological innovation and abilities were a different large attract for us we required one thing seamless, intuitive and secure, which we discovered at LPL. With more flexibility, impartial methods and an open architecture platform, we’re able to offer you extra in depth and individualized encounters to our shoppers to improved assistance them retain a way of life equally now and in the foreseeable future,” Lewandoski said, noting they also take pleasure in the extra layer of assets from Cornerstone, like serious estate, advertising and compliance.
Joe Keifer, Cornerstone co-founder and handling associate, stated: “Cornerstone Prosperity Administration is fired up to welcome these kinds of an seasoned and enthusiastic team of financial experts to our growing neighborhood of impartial advisors throughout the place. Planify Team is a great healthy for Cornerstone, as they share our emphasis on furnishing personalized fiscal advice that can help people today love their present-day passions even though preparing for their long run needs. We’re delighted to assist Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their professional plans and tutorial their clients to ‘Plan Properly. Dwell Well.’”
Scott Posner, LPL govt vice president, Business enterprise Enhancement, mentioned: “We welcome Planify Team to the LPL Monetary neighborhood, and we congratulate Cornerstone on expanding its community of advisors. This team’s collective skillset and experience across prosperity administration, particular needs planning and behavioral finance align perfectly with our values and plans listed here at LPL. We continue to be dedicated to delivering sturdy sources, enterprise solutions and innovative capabilities intended to help our advisors differentiate their follow and prosper. We’re hunting forward to supporting this group and next their good results in the a long time to appear.”
Advisors, uncover an LPL enterprise progress representative near you.
About LPL Economical:
LPL Monetary (Nasdaq: LPLA) was founded on the principle that the organization ought to operate for the advisor, and not the other way about. Right now, LPL is a leader in the markets we serve,** supporting almost 20,000 economical advisors, and around 800 establishment-dependent financial investment systems and 500 impartial RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the perception that Americans have earned entry to personalised assistance from a financial advisor. At LPL, independence indicates that advisors have the liberty they ought to have to pick the company model, solutions, and technologies methods that allow for them to operate their fantastic follow. And they have the liberty to control their client relationships, simply because they know their consumers best. Just put, we get care of our advisors, so they can just take care of their clients.
**Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S. (Based mostly on full revenues, Money Arranging magazine 1996-2021) No. 1 service provider of third-party brokerage solutions to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 Corporation as of June 2021. LPL and its affiliated businesses supply monetary solutions only from the United States.
* Benefit approximated primarily based on asset and keeping facts presented to LPL from the calendar year 2021
Securities and advisory products and services offered by LPL Monetary LLC, an SEC-registered broker-seller and financial investment advisor. Member FINRA/ SIPC
During this conversation, the terms “financial advisors” and “advisors” are employed to refer to registered representatives and/or expense advisor reps affiliated with LPL Monetary LLC. We routinely disclose details that could be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web site.
Planify Team, Cornerstone Wealth Management and LPL Economical are individual entities.
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