June 17, 2024


Imagination at work

LPL Financial, Cornerstone Wealth Management Welcome Planify Group

CHARLOTTE, N.C., Feb. 08, 2022 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) announced today that Planify Team has joined LPL Financial’s broker-supplier, corporate registered expense advisor (RIA) and custodial platforms, aligned with LPL-affiliated agency Cornerstone Prosperity Administration. Signing up for from MassMutual, Planify Team documented to LPL that it served roughly $550 million in advisory, brokerage and retirement plan assets.*

Based mostly in St. Louis, Planify is comprised of monetary advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Every crew member brings unique parts of encounter and artistic wondering to their work serving a wide range of shoppers, like organization entrepreneurs, affluent households, gurus and the distinctive needs community. Via their get the job done, the Planify crew aims to assistance handle their clients’ unique desires by means of holistic procedures rooted in personalized fiscal scheduling, methods-oriented problem solving and thorough investment decision tips.

“Over the several years, our team has crafted a strong basis of shared priorities and values,” Heitkamp stated. “Primarily, we’ve cultivated a ‘client-first’ mentality that translates into almost everything we do. Our prioritization technique is easy: we deal with fiscal arranging for our clients first and foremost, then deal with alternatives and challenge resolving immediately after we truly feel self-assured that we have covered our bases.”

Planify selected to align with LPL and Cornerstone to put into practice a new small business approach that would assist them improve their capabilities and improved provide their customers. “We really treatment about our consumers, and with Cornerstone and LPL we’re able to set them very first. Enhanced technology and capabilities ended up yet another major attract for us we wanted a little something seamless, intuitive and safe, which we identified at LPL. With more freedom, impartial solutions and an open up architecture platform, we’re equipped to supply additional thorough and customized activities to our shoppers to far better aid them preserve a life-style both equally now and in the upcoming,” Lewandoski reported, noting they also enjoy the extra layer of assets from Cornerstone, which includes real estate, marketing and advertising and compliance.

Joe Keifer, Cornerstone co-founder and running associate, mentioned: “Cornerstone Prosperity Management is excited to welcome such an expert and enthusiastic group of economic gurus to our increasing local community of independent advisors across the country. Planify Group is a excellent suit for Cornerstone, as they share our emphasis on giving custom made fiscal steering that will help persons enjoy their recent passions while scheduling for their foreseeable future requires. We’re delighted to aid Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their specialist targets and manual their consumers to ‘Plan Effectively. Reside Very well.’”

Scott Posner, LPL executive vice president, Organization Development, said: “We welcome Planify Group to the LPL Money neighborhood, and we congratulate Cornerstone on escalating its community of advisors. This team’s collective skillset and working experience across prosperity management, particular requires preparing and behavioral finance align correctly with our values and ambitions below at LPL. We continue being fully commited to delivering strong means, small business alternatives and ground breaking capabilities intended to assistance our advisors differentiate their exercise and prosper. We’re wanting ahead to supporting this group and pursuing their accomplishment in the decades to appear.”

Advisors, obtain an LPL business enterprise growth representative near you.

About LPL Financial:
LPL Financial (Nasdaq: LPLA) was launched on the theory that the agency must work for the advisor, and not the other way about. These days, LPL is a leader in the markets we provide,** supporting nearly 20,000 economical advisors, and around 800 institution-dependent investment decision programs and 500 unbiased RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that People are worthy of accessibility to customized steerage from a economic advisor. At LPL, independence signifies that advisors have the liberty they are worthy of to pick the business enterprise product, solutions, and technological innovation assets that let them to operate their fantastic exercise. And they have the independence to regulate their customer associations, mainly because they know their customers best. Only put, we choose treatment of our advisors, so they can take care of their customers.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Seller in the U.S. (Primarily based on full revenues, Economical Organizing journal 1996-2021) No. 1 service provider of 3rd-get together brokerage solutions to financial institutions and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated corporations provide economic solutions only from the United States.

* Benefit approximated based mostly on asset and keeping aspects presented to LPL from the calendar year 2021

Securities and advisory expert services presented by means of LPL Fiscal LLC, an SEC-registered broker-vendor and expenditure advisor. Member FINRA/ SIPC

During this communication, the conditions “financial advisors” and “advisors” are employed to refer to registered reps and/or investment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose information that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” section of our site.

Planify Group, Cornerstone Wealth Management and LPL Economical are separate entities.

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Media Contact:
Shannon Greene
(704) 996-1840
[email protected]