September 26, 2023


Imagination at work

LPL Financial Welcomes First Citizens Investment Center

CHARLOTTE, N.C., Nov. 18, 2021 (Globe NEWSWIRE) — LPL Money LLC today declared that To start with Citizens Expense Center found at To start with Citizens Lender has joined LPL’s Establishment Products and services system. The program’s money pros reported owning served approximately $235 million in brokerage, advisory and retirement system assets*. They were previously affiliated with Cetera Expense Products and services.

Headquartered in Mason City, Iowa, To start with Citizens Lender is a family members-owned, local community lender with 7 branches in Iowa and a single in Minnesota, serving additional than $1 billion in assets. The expenditure heart is designed to supply higher quality wealth administration and brokerage solutions for lender purchasers and other customers of the local community. The expenditure crew contains of Software Manager Nicole Rognes Olson, JD, CFP®, Expense Executive Holly Miller, who has been with the heart for twenty many years, and fellow money advisors Michael Castle, CFP® and Arcon Concepcion. They are joined by business help customers Carol A. Juhl and Bryan J. Lathrop.

To start with Citizens Expense Center turned to LPL to gain access to a wider selection of digital solutions, supply purchasers with differentiated activities and put together for long term development. “By aligning with LPL, we now have access to progressive know-how and a wide selection of means to enrich how we provide the various populace of folks who appear by means of our doors,” Miller mentioned. “We think our expenditure heart system is genuinely using off, and this move is the catalyst for that development engine. With LPL’s measurement and scale, along with its advisor-centric tradition, we are in a position to structure our organization design in a way that certainly supports our eyesight to provide generations of purchasers for many years to appear.”

Ken Hullings, LPL senior vice president and head of enterprise recruiting, mentioned, “We prolong a warm welcome to the whole crew at To start with Citizens Expense Center, and are honored they selected LPL Establishment Products and services as a strategic spouse to help their long term development. As the need for assistance proceeds to increase, it is crucial for advisors to have access to a leading wealth administration system, progressive know-how, strategic consultative help and committed company knowledge that can help them differentiate their organization and deliver additional worth to their purchasers and institutions. At LPL, we are deeply committed to investing in our advisors’ futures and furnishing them with strong organization solutions designed to help them thrive.”

Advisors, come across an LPL organization enhancement representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the theory that the agency need to get the job done for the advisor, and not the other way all around. Nowadays, LPL is a leader** in the markets we provide, supporting additional than 19,000 money advisors, 800 establishment-based mostly expenditure systems and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that People in america ought to have access to personalised advice from a money advisor. At LPL, independence means that advisors have the freedom they ought to have to pick out the organization design, solutions, and know-how means that allow for them to operate their excellent practice. And they have the freedom to control their shopper relationships, since they know their purchasers ideal. Simply just place, we just take treatment of our advisors, so they can just take treatment of their purchasers.

** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Centered on complete revenues, Money Organizing journal 1996-2021) No. 1 supplier of third-bash brokerage solutions to financial institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

*Centered on prior organization and represents assets that would have been custodied at LPL Money, alternatively than third-bash custodians. Claimed assets and shopper numbers have not been independently and totally confirmed by LPL Money.

Securities and advisory solutions are available by means of LPL Money (LPL), a registered expenditure advisor and broker-vendor (member FINRA/SIPC). Insurance policy products and solutions are available by means of LPL or its accredited affiliate marketers. To start with Citizens Lender and To start with Citizens Expense Center are not registered as a broker-vendor or expenditure advisor. Registered associates of LPL give products and solutions and solutions using To start with Citizens Expense Center, and might also be workforce of To start with Citizens Lender. These products and solutions and solutions are getting available by means of LPL or its affiliate marketers, which are different entities from, and not affiliate marketers of To start with Citizens. Securities and insurance policy available by means of LPL or its affiliate marketers are:

  • Not Insured by FDIC or Any Other Authorities Company
  • Not Lender Assured
  • Not Lender Deposits or Obligations
  • Could Get rid of Worth

Through this communication, the terms “financial advisors” and “advisors” are utilized to refer to registered associates and/or expenditure advisor associates affiliated with LPL Money LLC. We routinely disclose information that might be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our internet site.

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Media Get in touch with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]