CHARLOTTE, N.C., Feb. 08, 2022 (World NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced today that Planify Group has joined LPL Financial’s broker-dealer, corporate registered investment decision advisor (RIA) and custodial platforms, aligned with LPL-affiliated company Cornerstone Wealth Management. Signing up for from MassMutual, Planify Team claimed to LPL that it served around $550 million in advisory, brokerage and retirement prepare assets.*
Primarily based in St. Louis, Planify is comprised of financial advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Every team member brings unique regions of working experience and creative imagining to their perform serving a assortment of purchasers, such as company proprietors, affluent people, experts and the particular demands group. As a result of their get the job done, the Planify group aims to assist address their clients’ one of a kind requires as a result of holistic techniques rooted in personalised monetary scheduling, remedies-oriented trouble solving and thorough investment information.
“Over the several years, our team has built a good foundation of shared priorities and values,” Heitkamp mentioned. “Primarily, we have cultivated a ‘client-first’ mentality that interprets into almost everything we do. Our prioritization process is straightforward: we deal with financial preparing for our clientele initial and foremost, then deal with remedies and dilemma fixing just after we experience confident that we have lined our bases.”
Planify selected to align with LPL and Cornerstone to apply a new company strategy that would help them improve their abilities and superior provide their purchasers. “We really treatment about our clientele, and with Cornerstone and LPL we’re able to place them initial. Enhanced technologies and abilities ended up a different huge draw for us we wanted some thing seamless, intuitive and secure, which we found at LPL. With much more freedom, independent methods and an open up architecture platform, we’re in a position to supply additional detailed and personalised experiences to our shoppers to much better assist them sustain a lifestyle equally now and in the potential,” Lewandoski stated, noting they also value the additional layer of methods from Cornerstone, including real estate, promoting and compliance.
Joe Keifer, Cornerstone co-founder and taking care of companion, stated: “Cornerstone Prosperity Management is enthusiastic to welcome this kind of an skilled and enthusiastic crew of fiscal specialists to our expanding community of impartial advisors across the country. Planify Group is a wonderful in good shape for Cornerstone, as they share our concentrate on offering personalized economic advice that assists people delight in their current passions when planning for their potential requires. We’re delighted to support Valerie, Nick, Todd, Joe, Shannon, and Rachel as they go after their professional objectives and tutorial their clientele to ‘Plan Effectively. Reside Well.’”
Scott Posner, LPL government vice president, Company Improvement, said: “We welcome Planify Group to the LPL Monetary group, and we congratulate Cornerstone on growing its network of advisors. This team’s collective skillset and practical experience throughout wealth administration, particular needs scheduling and behavioral finance align properly with our values and targets below at LPL. We remain dedicated to delivering strong sources, organization remedies and modern abilities created to aid our advisors differentiate their observe and prosper. We’re hunting ahead to supporting this group and next their achievement in the many years to appear.”
Advisors, locate an LPL small business enhancement representative near you.
About LPL Money:
LPL Economical (Nasdaq: LPLA) was started on the basic principle that the company really should get the job done for the advisor, and not the other way close to. Now, LPL is a chief in the marketplaces we serve,** supporting almost 20,000 economic advisors, and roughly 800 institution-primarily based expense courses and 500 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that People ought to have access to personalised direction from a money advisor. At LPL, independence implies that advisors have the freedom they deserve to choose the business enterprise product, services, and technologies means that permit them to run their ideal practice. And they have the freedom to handle their customer relationships, due to the fact they know their clientele very best. Merely set, we consider treatment of our advisors, so they can take treatment of their clients.
**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Dealer in the U.S. (Centered on full revenues, Money Planning magazine 1996-2021) No. 1 supplier of 3rd-social gathering brokerage providers to banking companies and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 Company as of June 2021. LPL and its affiliated corporations supply monetary products and services only from the United States.
* Value approximated dependent on asset and keeping aspects provided to LPL from the year 2021
Securities and advisory companies provided via LPL Money LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC
All over this communication, the terms “financial advisors” and “advisors” are applied to refer to registered representatives and/or expenditure advisor reps affiliated with LPL Fiscal LLC. We routinely disclose data that could be essential to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.
Planify Team, Cornerstone Wealth Management and LPL Financial are independent entities.
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