CHARLOTTE, N.C., Feb. 17, 2022 (Globe NEWSWIRE) — LPL Economic LLC declared currently that fiscal advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Money to launch an independent exercise, End result Non-public Wealth. They are aligned with Stratos Prosperity Associates. The workforce documented possessing served $1 billion in advisory, brokerage and retirement strategy property.* They join from Wells Fargo Advisors.
Based in Salt Lake City, the trio of advisors has worked jointly for extra than a ten years, each bringing a exceptional background and standpoint to the agency. Collectively, they supply holistic financial investment suggestions, financial scheduling and wealthcare to affluent people, experts, small business proprietors and retirees. The Final result Private Wealth crew also contains 4 business office support employees users.
“We are a true staff with the very same main values, and we’ve made this apply with a laser concentrate on money outcomes for our purchasers. Our purpose is to enable simplify the progressively advanced money landscape and produce long lasting methods to assistance help save clients’ time and dollars,” stated Horne, a former health-related revenue supervisor who switched professions soon after his money planner impressed him to assistance other individuals navigate their very own monetary road map.
The Final result advisors turned to LPL and Stratos in their quest for additional liberty and autonomy, as perfectly as improved technology and the ability to provide consumers with differentiated encounters. “Over the yrs, we’ve been accustomed to serving purchasers with some of the ideal means offered, but as we progressed, we identified the need to have for a new associate. By shifting to LPL and Stratos, we have the overall flexibility to provide our clients with revolutionary capabilities and give them the activities they deserve,” Howard mentioned.
Kunz included, “Our clientele are our No. 1 precedence. Immediately after learning about all the added sources from LPL and Stratos—everything from trading capabilities to customer management software to extra tax-dependent financial arranging tools—it was difficult to stay. In a modifying environment, we wanted to provide far more to the desk. We are fired up to be in a spot we can be very pleased of, and glimpse ahead to providing our clients with a much more personalized touch.”
The move also supplies the team with increased options to mature their observe via M&A, as very well as generate added earnings by operating closely with centers of influences, this sort of as lawyers and CPAs.
Charles Shapiro, Stratos Founding Associate and Chief Progress Officer, mentioned, “It is a incredibly aggressive recruiting landscape, especially for higher caliber private banking groups. We are so honored that Jason, Chad, Shane and their group have chosen to be a part of Stratos Prosperity as our newest companions. Utah has been a great marketplace for our company’s expansion and we are happy to guidance Final result Wealth in their growth options in the marketplace.”
Scott Posner, LPL government vice president, Small business Enhancement, said, “We prolong 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 looking for a development lover who could provide them for the very long run. For advisors to have the ability to attain their business’ whole possible, they require a associate dedicated to their achievements a single that has the scale, experience and cash to be able to invest and continually evolve to meet the pertinent desires of their organization and consumers. And which is precisely what we do in this article at LPL. Our singular mission is to assist our advisors so they can take treatment of their clientele. We glimpse forward to a very long-lasting and effective relationship with End result Non-public Wealth.”
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About LPL Monetary:
LPL Economical (Nasdaq: LPLA) was established on the principle that the business need to do the job for the advisor, and not the other way all-around. These days, LPL is a chief in the markets we serve,** supporting practically 20,000 financial advisors, and about 800 establishment-based mostly financial commitment applications and 500 independent RIA firms nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Us residents ought to have accessibility to personalised steerage from a money advisor. At LPL, independence usually means that advisors have the freedom they are worthy of to choose the company model, solutions, and know-how assets that permit them to operate their excellent apply. And they have the freedom to regulate their client interactions, for the reason that they know their purchasers finest. Only put, we acquire treatment of our advisors, so they can choose care of their purchasers.
About Stratos Prosperity Companions
Stratos Wealth Companions is a leading independent, spouse owned and operated Registered Financial commitment Advisory (RIA) company. Launched in 2009, the firm gives operational, strategic and revenue-producing means, as effectively as, a reliable infrastructure making it possible for advisors the overall flexibility to acquire and mature his/her possess small business. Because its founding, Stratos has developed to 275 unbiased advisors. Stratos Prosperity Partners, Ltd., an SEC Registered Financial commitment Advisor, manages about $10.33 billion in advisory belongings, and advises through LPL Economical, around $8.28 billion in brokerage and 3rd celebration managed belongings for a complete of $18.61 billion as of December 31, 2021.
**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S (Dependent on complete revenues, Money Preparing magazine 1996-2021) No. 1 company of 3rd-social gathering brokerage companies to banking companies and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated firms deliver monetary companies only from the United States.
* Price approximated based mostly on asset and holding facts offered to LPL from the yr 2021
Securities and advisory products and services supplied as a result of LPL Financial LLC, an SEC-registered broker-vendor and investment decision advisor. Member FINRA/ SIPC
Investment advice is also made available by Stratos Prosperity Companions, Ltd., a registered financial investment advisor.
All through this conversation, the conditions “financial advisors” and “advisors” are utilised to refer to registered associates and/or financial investment advisor reps affiliated with LPL Money LLC. We routinely disclose info that may perhaps be important to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.
Final result Private Prosperity, Stratos Prosperity Companions and LPL Monetary are different entities.
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