CHARLOTTE, N.C., Feb. 17, 2022 (Globe NEWSWIRE) — LPL Monetary LLC declared nowadays that monetary advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Economical to launch an impartial practice, End result Non-public Wealth. They are aligned with Stratos Wealth Associates. The staff reported having served $1 billion in advisory, brokerage and retirement plan assets.* They be a part of from Wells Fargo Advisors.
Dependent in Salt Lake City, the trio of advisors has labored jointly for extra than a ten years, just about every bringing a exceptional history and perspective to the organization. Collectively, they present holistic investment decision information, fiscal organizing and wealthcare to affluent families, specialists, company owners and retirees. The Final result Private Wealth workforce also consists of four workplace guidance staff associates.
“We are a real team with the exact core values, and we have created this practice with a laser aim on fiscal outcomes for our clientele. Our aim is to aid simplify the ever more elaborate fiscal landscape and deliver lasting strategies to assist help save clients’ time and income,” said Horne, a previous clinical gross sales manager who switched careers just after his monetary planner impressed him to support other individuals navigate their very own fiscal street map.
The Result advisors turned to LPL and Stratos in their quest for much more independence and autonomy, as very well as increased engineering and the skill to present customers with differentiated activities. “Over the a long time, we’ve been accustomed to serving clientele with some of the ideal assets out there, but as we developed, we identified the need for a new companion. By relocating to LPL and Stratos, we have the flexibility to provide our purchasers with ground breaking abilities and give them the ordeals they are worthy of,” Howard stated.
Kunz included, “Our clientele are our No. 1 precedence. Following studying about all the added resources from LPL and Stratos—everything from investing capabilities to client administration program to extra tax-primarily based money planning tools—it was extremely hard to remain. In a switching surroundings, we wished to provide much more to the desk. We are fired up to be in a spot we can be very pleased of, and search forward to offering our clientele with a more customized touch.”
The move also supplies the crew with bigger opportunities to expand their practice through M&A, as nicely as make added revenue by working closely with facilities of influences, these types of as attorneys and CPAs.
Charles Shapiro, Stratos Founding Spouse and Main Development Officer, mentioned, “It is a incredibly competitive recruiting landscape, specifically for significant caliber private banking groups. We are so honored that Jason, Chad, Shane and their team have chosen to be part of Stratos Wealth as our newest associates. Utah has been a wonderful current market for our company’s growth and we are proud to assist Final result Prosperity in their growth plans in the marketplace.”
Scott Posner, LPL government vice president, Enterprise Enhancement, stated, “We increase a warm welcome to Jason, Shane and Chad, and are honored they turned to LPL and Stratos in their journey to independence. This is a group that was searching for a expansion associate who could serve them for the lengthy run. For advisors to have the ability to achieve their business’ comprehensive prospective, they want a companion dedicated to their results one particular that has the scale, abilities and capital to be equipped to devote and repeatedly evolve to meet up with the pertinent demands of their company and clientele. And which is accurately what we do right here at LPL. Our singular mission is to aid our advisors so they can take treatment of their purchasers. We appear ahead to a very long-lasting and effective partnership with Result Personal Wealth.”
Advisors, obtain an LPL organization progress representative near you.
About LPL Monetary:
LPL Economical (Nasdaq: LPLA) was launched on the theory that the business should really operate for the advisor, and not the other way around. Nowadays, LPL is a leader in the marketplaces we provide,** supporting just about 20,000 fiscal advisors, and approximately 800 institution-based expenditure courses and 500 unbiased RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that People in america are entitled to obtain to customized guidance from a economic advisor. At LPL, independence suggests that advisors have the freedom they are worthy of to decide on the business enterprise product, expert services, and know-how means that permit them to run their excellent practice. And they have the independence to control their shopper interactions, for the reason that they know their clientele ideal. Only put, we just take care of our advisors, so they can choose care of their shoppers.
About Stratos Prosperity Associates
Stratos Wealth Companions is a primary impartial, husband or wife owned and operated Registered Financial investment Advisory (RIA) agency. Launched in 2009, the organization gives operational, strategic and profits-producing assets, as effectively as, a trusted infrastructure allowing advisors the adaptability to establish and increase his/her own company. Considering that its founding, Stratos has grown to 275 independent advisors. Stratos Prosperity Associates, Ltd., an SEC Registered Investment decision Advisor, manages about $10.33 billion in advisory assets, and advises via LPL Monetary, above $8.28 billion in brokerage and 3rd social gathering managed property for a overall of $18.61 billion as of December 31, 2021.
**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S (Based mostly on total revenues, Financial Scheduling journal 1996-2021) No. 1 service provider of third-celebration brokerage expert services to banking companies and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 Organization as of June 2021. LPL and its affiliated organizations offer economical solutions only from the United States.
* Value approximated primarily based on asset and keeping information supplied to LPL from the yr 2021
Securities and advisory expert services made available by LPL Economical LLC, an SEC-registered broker-supplier and investment decision advisor. Member FINRA/ SIPC
Investment information is also offered through Stratos Prosperity Partners, Ltd., a registered investment decision advisor.
In the course of this conversation, the terms “financial advisors” and “advisors” are used to refer to registered associates and/or investment decision advisor associates affiliated with LPL Money LLC. We routinely disclose information and facts that might be important to shareholders in the “Investor Relations” or “Press Releases” section of our web-site.
Result Non-public Wealth, Stratos Prosperity Companions and LPL Monetary are separate entities.
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