May 18, 2024


The business lovers

LPL Financial, Cornerstone Wealth Management Welcome Planify Group

CHARLOTTE, N.C., Feb. 08, 2022 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) declared right now that Planify Team has joined LPL Financial’s broker-vendor, corporate registered expense advisor (RIA) and custodial platforms, aligned with LPL-affiliated organization Cornerstone Wealth Management. Becoming a member of from MassMutual, Planify Group described to LPL that it served around $550 million in advisory, brokerage and retirement strategy assets.*

Primarily based in St. Louis, Planify is comprised of money advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Every staff member brings unique areas of practical experience and artistic wondering to their get the job done serving a selection of clientele, such as business homeowners, affluent family members, gurus and the specific needs group. Through their do the job, the Planify workforce aims to support address their clients’ one of a kind demands by way of holistic approaches rooted in personalised economic scheduling, solutions-oriented problem fixing and detailed financial commitment guidance.

“Over the yrs, our team has constructed a solid foundation of shared priorities and values,” Heitkamp reported. “Primarily, we’ve cultivated a ‘client-first’ mentality that translates into everything we do. Our prioritization technique is easy: we deal with fiscal scheduling for our clients 1st and foremost, then tackle alternatives and difficulty solving just after we really feel self-confident that we have covered our bases.”

Planify selected to align with LPL and Cornerstone to carry out a new small business technique that would enable them maximize their abilities and superior provide their shoppers. “We truly care about our clientele, and with Cornerstone and LPL we’re able to put them initially. Improved technology and capabilities ended up yet another large draw for us we desired a little something seamless, intuitive and secure, which we located at LPL. With more freedom, unbiased answers and an open architecture system, we’re capable to provide additional complete and personalised encounters to our customers to superior support them preserve a way of living both of those now and in the potential,” Lewandoski explained, noting they also enjoy the further layer of methods from Cornerstone, which includes real estate, internet marketing and compliance.

Joe Keifer, Cornerstone co-founder and running husband or wife, mentioned: “Cornerstone Prosperity Management is psyched to welcome these kinds of an knowledgeable and enthusiastic crew of monetary specialists to our developing local community of independent advisors across the region. Planify Team is a wonderful in shape for Cornerstone, as they share our emphasis on giving tailored money direction that helps people today get pleasure from their recent passions while planning for their future requires. We’re delighted to aid Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their professional targets and guidebook their clientele to ‘Plan Well. Are living Very well.’”

Scott Posner, LPL executive vice president, Company Development, stated: “We welcome Planify Team to the LPL Monetary local community, and we congratulate Cornerstone on increasing its network of advisors. This team’s collective skillset and knowledge throughout wealth administration, unique requires scheduling and behavioral finance align perfectly with our values and plans in this article at LPL. We stay dedicated to offering robust methods, small business answers and innovative capabilities created to help our advisors differentiate their observe and thrive. We’re looking ahead to supporting this group and adhering to their accomplishment in the years to occur.”

Advisors, find an LPL small business development representative near you.

About LPL Fiscal:
LPL Money (Nasdaq: LPLA) was founded on the theory that the company should really operate for the advisor, and not the other way around. Today, LPL is a chief in the marketplaces we serve,** supporting virtually 20,000 economical advisors, and roughly 800 establishment-centered expenditure applications and 500 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered model and the perception that Us citizens should have accessibility to customized guidance from a fiscal advisor. At LPL, independence usually means that advisors have the independence they should have to decide on the enterprise product, providers, and technological know-how assets that permit them to run their perfect exercise. And they have the liberty to handle their consumer relationships, for the reason that they know their customers finest. Only put, we acquire treatment of our advisors, so they can choose care of their shoppers.

**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S. (Centered on overall revenues, Monetary Arranging journal 1996-2021) No. 1 supplier of 3rd-celebration brokerage companies to banking companies and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 Corporation as of June 2021. LPL and its affiliated providers present economical products and services only from the United States.

* Benefit approximated based on asset and holding specifics furnished to LPL from the 12 months 2021

Securities and advisory expert services supplied through LPL Monetary LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC

Throughout this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered representatives and/or expense advisor associates affiliated with LPL Fiscal LLC. We routinely disclose details that may well be significant to shareholders in the “Investor Relations” or “Press Releases” area of our web page.

Planify Group, Cornerstone Wealth Administration and LPL Financial are independent entities.

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Media Get in touch with:
Shannon Greene
(704) 996-1840
[email protected]