LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors

CHARLOTTE, N.C., Oct. 18, 2021 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced nowadays that economic advisor Peter Shunyia, CFP® has joined LPL Monetary to start his impartial economical practice, Shunyia & Co. Non-public Prosperity Advisors. He noted owning served somewhere around $150 million in advisory and retirement program property*. He joins LPL from Merrill Lynch.

Shunyia, a lifelong Michigan resident, operates his follow in Troy, Mich., with the help of 3 office environment workers members. He has 20 a long time of expertise outlining financial tactics for his consumer base of substantial-web-really worth men and women, medical professionals, retirees and business enterprise owners. Shunyia will take satisfaction in his meticulous and personalized method to financial suggestions, which consists of comprehensive tips, possibility examination and economic preparing. “As an seasoned advisor, I do the job to fully grasp my clients’ worries and ambitions, extensively describe my tips and offer excellent care and service,” explained Shunyia, who enjoys paying his time exterior of operate with his loved ones, fly fishing and volunteering for conservation initiatives.

Hunting to serve his clients’ greatest pursuits, broaden investment decision decisions and just take extra regulate of his organization, he chose to husband or wife with LPL and align with The usa Group Retirement Method Centers, a big company that supports LPL-affiliated advisors. “With the strong methods, ground breaking alternatives and a broad-achieving advisor community of a Fortune 500 business, LPL is the correct house for my financial observe,” Shunyia mentioned. “The firm delivers almost everything that my clients and I are searching for — from integrated technological know-how to fiscal arranging resources. We also have the included layer of support from The usa Team to give the infrastructure and assist to help me to do what I was accomplishing in a wirehouse ecosystem without having lacking a defeat. Most importantly, this shift enables me to concentration completely on using treatment of my clients’ needs.”

Joe Ruzycki, president and CEO of The usa Group Retirement Strategy Centers, “We are thrilled to welcome Peter as the 95th money advisor to be part of our increasing organization. We believe that his prosperity of market understanding, mixed with our solid support and LPL’s robust system, will support Peter create a thriving unbiased practice and stand out from the competition. It has been an absolute pleasure obtaining to know Peter and helping him with the transition and we look ahead to our lengthy-lasting partnership.”

Scott Posner, LPL govt vice president, Small business Progress, said, “We prolong a warm welcome to Peter and congratulate him on launching his new impartial exercise. Advisors are at the center of all the things we do, and we continually commit in modern capabilities to supply them with differentiated assist and sources. We are very pleased to offer you advisors with prosperity management alternatives and organization answers created to support established them earn in their industry and include worth for clients. We congratulate America Team on rising its network of top quality advisors and look ahead to supporting Shunyia & Co. Non-public Wealth Advisors for many years to arrive.”

Go through about other corporations that just lately joined LPL in the LPL Monetary News and Media part of

Advisors, uncover an LPL business enterprise development representative near you.

About LPL Economic
LPL Money (Nasdaq: LPLA) was established on the theory that the agency need to get the job done for the advisor, and not the other way all-around. These days, LPL is a leader** in the marketplaces we provide, supporting much more than 19,000 economic advisors, 800 establishment-primarily based investment programs and 450 impartial RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that Us citizens are entitled to entry to aim assistance from a fiscal advisor. At LPL, independence suggests that advisors have the freedom they deserve to pick the business model, companies, and technological know-how resources that allow for them to operate their great follow. And they have the independence to take care of their customer associations, since they know their consumers ideal. Just set, we take treatment of our advisors, so they can get care of their purchasers.

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Based on whole revenues, Fiscal Scheduling journal June 1996-2020) No. 1 provider of third-get together brokerage products and services to banking companies and credit unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

*Dependent on prior small business and signifies belongings that would have been custodied at LPL Fiscal, fairly than 3rd-social gathering custodians. Noted belongings and consumer figures have not been independently and totally verified by LPL Fiscal.

Securities and advisory services made available by LPL Monetary LLC, an SEC- registered broker-vendor and financial investment advisor. Member FINRA/ SIPC

Through this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered representatives and/or expense advisor representatives affiliated with LPL Money LLC. We routinely disclose information and facts that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.

The us Group Retirement System Centers, Shunyia & Co. Personal Prosperity Advisors and LPL Money are separate entities.

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