LPL Financial, Cornerstone Wealth Management Welcome Planify Group
CHARLOTTE, N.C., Feb. 08, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) introduced these days that Planify Group has joined LPL Financial’s broker-dealer, corporate registered financial commitment advisor (RIA) and custodial platforms, aligned with LPL-affiliated firm Cornerstone Wealth Management. Becoming a member of from MassMutual, Planify Team noted to LPL that it served somewhere around $550 million in advisory, brokerage and retirement prepare belongings.*
Primarily based in St. Louis, Planify is comprised of economical advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Every group member delivers various areas of knowledge and resourceful thinking to their operate serving a wide variety of shoppers, including small business house owners, affluent families, pros and the exclusive demands local community. As a result of their function, the Planify crew aims to help handle their clients’ one of a kind needs by means of holistic techniques rooted in personalized economic organizing, options-oriented dilemma solving and thorough expenditure suggestions.
“Over the years, our group has developed a sound basis of shared priorities and values,” Heitkamp explained. “Primarily, we have cultivated a ‘client-first’ mentality that translates into every thing we do. Our prioritization method is straightforward: we handle financial scheduling for our customers initial and foremost, then deal with solutions and problem resolving just after we truly feel assured that we have coated our bases.”
Planify selected to align with LPL and Cornerstone to employ a new small business system that would enable them optimize their capabilities and better provide their purchasers. “We seriously care about our purchasers, and with Cornerstone and LPL we’re in a position to put them initially. Enhanced technologies and abilities ended up one more huge draw for us we desired a thing seamless, intuitive and secure, which we identified at LPL. With more flexibility, impartial options and an open up architecture system, we’re in a position to offer additional thorough and customized activities to our consumers to improved enable them manage a life style equally now and in the long run,” Lewandoski claimed, noting they also recognize the supplemental layer of means from Cornerstone, which include serious estate, promoting and compliance.
Joe Keifer, Cornerstone co-founder and controlling lover, said: “Cornerstone Wealth Administration is enthusiastic to welcome these types of an expert and enthusiastic team of money specialists to our rising community of impartial advisors across the country. Planify Team is a fantastic fit for Cornerstone, as they share our target on giving personalized monetary steering that assists men and women enjoy their present-day passions whilst planning for their foreseeable future requirements. We’re delighted to assist Valerie, Nick, Todd, Joe, Shannon, and Rachel as they go after their professional plans and information their customers to ‘Plan Perfectly. Reside Well.’”
Scott Posner, LPL government vice president, Business enterprise Progress, stated: “We welcome Planify Group to the LPL Financial community, and we congratulate Cornerstone on developing its network of advisors. This team’s collective skillset and knowledge across prosperity management, special requirements organizing and behavioral finance align correctly with our values and targets below at LPL. We stay dedicated to offering sturdy sources, business solutions and impressive capabilities designed to support our advisors differentiate their exercise and prosper. We’re on the lookout ahead to supporting this team and next their good results in the yrs to occur.”
Advisors, find an LPL small business growth representative near you.
About LPL Economic:
LPL Fiscal (Nasdaq: LPLA) was founded on the principle that the organization should really do the job for the advisor, and not the other way all-around. Nowadays, LPL is a leader in the markets we serve,** supporting almost 20,000 economical advisors, and about 800 establishment-primarily based investment decision programs and 500 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Us residents are worthy of accessibility to individualized steerage from a fiscal advisor. At LPL, independence implies that advisors have the freedom they ought to have to pick out the small business design, services, and technological know-how resources that allow them to run their ideal exercise. And they have the liberty to manage their consumer associations, because they know their clients most effective. Just put, we acquire care of our advisors, so they can choose treatment of their consumers.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S. (Based mostly on complete revenues, Financial Organizing magazine 1996-2021) No. 1 supplier of 3rd-bash brokerage solutions to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 Company as of June 2021. LPL and its affiliated businesses present monetary solutions only from the United States.
* Price approximated based mostly on asset and keeping details supplied to LPL from the yr 2021
Securities and advisory products and services available by means of LPL Economic LLC, an SEC-registered broker-supplier and expense advisor. Member FINRA/ SIPC
Throughout this interaction, the conditions “financial advisors” and “advisors” are used to refer to registered representatives and/or expenditure advisor associates affiliated with LPL Money LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” segment of our web-site.
Planify Group, Cornerstone Wealth Administration and LPL Financial are independent entities.
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