LPL Update - April

We are incredibly excited to have welcomed a multitude of new partners into our growing LPL community this month. More specifically, within our LPL Linsco advisory model that is designed to strengthen advisor business through LPL’s tools, services and end-to-end support while still offering complete control and ownership of advisors’ client relationships.

We’re proud of this growing model and the additional new joins to our firm and humbly recognize that advisors drive the future of financial advice. This is why, at LPL, you're always in the driver's seat.

Here’s what happened in April.

New Partnerships:

We kicked off an exciting month by welcoming second-generation advisor, Lisa Tesar , to our LPL community. After searching for a new partner that offers the freedom to make their own decisions, along with the ability to provide personalized advice to each of their clients, Lisa and her team found what they were searching for with LPL’s Linsco model which ultimately offers Lisa the opportunity to do everything she would at a large regional firm, but with individualized support and innovative resources to elevate her business. We’re honored to welcome the Tesar Group to LPL!

Following Lisa, Gary Edmonds and Andy Chang of Beltway Wealth Management also chose Linsco as a perfect fit for their team in their own search for independence and ownership of their practice. By joining LPL under this model, these two advisors will have the ability to make decisions on how to best run their own practice without having to worry about the operational side of things. We’re thrilled to welcome Gary and Andy to the LPL community and look forward to supporting them with innovative business solutions and integrated capabilities to help them manage and grow their business.

Seeking a firm that offered a more flexible business model, the team at Northern Lakes Financial Group was drawn to LPL for our enhanced technology offerings, strategic consultative support and dedicated service experience. Led by financial advisors, Robert Viau and Liz Mengo, this father-daughter duo, has approximately 35 years of combined industry experience and shares a strong commitment to providing their clients with the tools and resources needed to help them not only reach, but also make the most out of their goals. We echo their client-centric approach and are honored to support them on this next step in their journey.

Following the Northern Lakes father-daughter duo, we proudly welcomed mother-son team Terry and Kevin Hannon after they conducted an in-depth search to find a firm that shared their own client-centric values and culture. They found that shared vision and a true partnership for growth with LPL as they looked to provide the highest level of customer service and financial education for their clients. We are incredibly excited to offer this team the elevated service and support they need to help better deliver on that promise and look forward to supporting them for years to come.

Next, we proudly expanded our LPL Strategic Wealth Services footprint by welcoming seasoned advisors Chad Keeler and Brock Rouch as they launched a new independent practice, Platte River Private Wealth . This team is truly committed to taking the burden of investment management from their clients to help them live the most fulfilled life possible, and they recognize that a strategic partnership with LPL will allow them to build a perfect practice where they are truly in control of client service and engagement. We are incredibly excited to support their mission and congratulate them on their move to independence.

Another proud addition to our employee advisor model, LPL Linsco, we are excited to welcome The R.B. Mitchell Team to the firm this month . Robert Mitchell built his business from the ground up with an unwavering purpose and dedication to make a difference in the lives of as many people as possible by helping them achieve financial goals. We are truly inspired by his story and his team’s dedication to their clients, and we’re honored to be their chosen partner as they manage and grow their practice on their own terms.

As a 25 year industry veteran, financial advisor Michael Gavett recognizes the industry is evolving dramatically and quickly, affirming for him the importance of being part of a leading wealth management firm with a wide variety of innovative resources. With his in-depth knowledge and commitment to operating with his clients’ best interests in mind, we proudly welcome Mike as our first advisor in a new Linsco office based in Dallas and congratulate him on the launch of his new practice, Bespoke Private Wealth.