April 20, 2024


The business lovers

LPL Financial, The Network Welcome Ascend Wealth Management

CHARLOTTE, N.C., March 14, 2022 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) introduced nowadays that the all-female workforce at Ascend Wealth Administration has joined LPL Financial’s broker-dealer, company registered expense advisor (RIA) and custodial platforms, aligned with The Monetary Expert services Network, an current agency supporting LPL-affiliated advisors. The Ascend advisors reported getting served approximately $210 million in advisory, brokerage and retirement system assets*. They sign up for LPL from Voya Economical Advisors.

With a determination to the fiduciary regular, the Ascend group aims to deliver personalized monetary preparing and investment administration products and services to its assorted customer foundation of men and women, families, company homeowners and those in the health care business. Running out of Grand Rapids, Mich., the group is led by running associates and economical advisors Kristi Turchan and Debbie Verker, and they are supported by functions associate Kassandra McGee. They choose an genuine method to assisting develop their clients’ financial self-confidence and are committed to serving all clientele equally—from medical center floor workers to company executives. “We discover so substantially price in serving individuals who serve our neighborhood,” Verker mentioned.

Eager to come across a husband or wife to assist their evolving company needs, the Ascend workforce turned to LPL and The Economic Companies Network. “By aligning with LPL and The Community, we’re perfectly positioned to aid our shoppers preserve and get pleasure from their wealth for generations to arrive,” Turchan explained. “We normally want to be equipped to say, ‘whatever you require, we can support support your passions.’ That was a driving portion of our choice to make this go, and it is clear that LPL and The Community are creating the proper investments and placing their folks first. In between LPL’s impressive electronic engineering and sturdy enterprise assets, and The Network’s concierge-stage assistance, we’re self-confident our customers will profit from an enhanced working experience.”

Verker additional, “We’re in a services industry, and by joining LPL and The Network, we’re aligned with people who share our dedication to delivering clients with differentiated provider. Kristi and I are purely natural associates, and our knowledge with LPL and The Community has felt the very same we observed a household that actually supports the independent advisor.”

Christopher Mercado, managing spouse and main financial commitment strategist with The Money Products and services Community, mentioned, “We’re pleased to welcome Kristi, Debbie and Kassandra to The Network and are thrilled to partner with them in the up coming chapter of their journey. Kristi and Debbie deliver with them around 50 years of put together monetary products and services expertise. The Community is happy to companion with their team, and we ahead to supporting them for several years to appear.”

Scott Posner, LPL govt vice president, Business Development, mentioned, “We welcome Kristi, Debbie and Kassandra to the LPL neighborhood, and congratulate The Community for escalating its group of good quality advisors. I’m influenced by this lady-owned group and their dedication to investing in their local community by way of each their time and means. We’re honored that the Ascend team regarded our capabilities and chose us to help them access their plans. We glimpse forward to a prolonged-lasting romance with Ascend Prosperity Administration.”

Advisors, find an LPL enterprise progress representative near you.

About LPL Financial
LPL Money (Nasdaq: LPLA) was started on the theory that the business need to operate for the advisor, and not the other way close to. Right now, LPL is a chief** in the marketplaces we serve, supporting a lot more than 19,000 economic advisors, 800 establishment-primarily based financial investment plans and 450 impartial RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Us residents deserve access to personalized advice from a monetary advisor. At LPL, independence implies that advisors have the independence they deserve to select the business design, expert services, and know-how methods that allow for them to run their perfect practice. And they have the flexibility to manage their shopper interactions, simply because they know their shoppers most effective. Only put, we choose treatment of our advisors, so they can take treatment of their clients.

*Benefit approximated dependent on asset and holding information furnished to LPL from the year 2021

**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S (Dependent on total revenues, Fiscal Arranging magazine 1996-2021) No. 1 company of third-occasion brokerage solutions to banks and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory services made available by way of LPL Fiscal LLC, an SEC-registered broker-vendor and financial commitment advisor. Member FINRA/ SIPC.

In the course of this conversation, the terms “financial advisors” and “advisors” are utilised to refer to registered associates and/or expenditure advisor representatives affiliated with LPL Monetary LLC. We routinely disclose info that might be critical to shareholders in the “Investor Relations” or “Press Releases” section of our website.

Ascend Prosperity Administration, The Money Solutions Community and LPL Economical are different entities.

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Media Call:Shannon Greene(704) 996-1840
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Source: LPL Fiscal Holdings, Inc.