CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Monetary LLC introduced right now that fiscal advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Financial to launch an unbiased apply, Consequence Personal Wealth. They are aligned with Stratos Prosperity Associates. The workforce reported having served $1 billion in advisory, brokerage and retirement strategy belongings.* They be part of from Wells Fargo Advisors.
Primarily based in Salt Lake Town, the trio of advisors has worked with each other for more than a decade, every single bringing a exclusive track record and perspective to the business. Collectively, they provide holistic investment decision assistance, financial planning and wealthcare to affluent people, industry experts, business enterprise proprietors and retirees. The Consequence Private Prosperity team also features four workplace aid employees associates.
“We are a true crew with the similar core values, and we’ve developed this observe with a laser concentrate on financial outcomes for our consumers. Our purpose is to help simplify the ever more complicated fiscal landscape and produce lasting methods to support preserve clients’ time and funds,” explained Horne, a former healthcare revenue supervisor who switched occupations following his fiscal planner inspired him to aid others navigate their possess economical highway map.
The Outcome advisors turned to LPL and Stratos in their quest for far more flexibility and autonomy, as effectively as enhanced engineering and the potential to offer shoppers with differentiated experiences. “Over the a long time, we have been accustomed to serving consumers with some of the ideal means obtainable, but as we progressed, we recognized the need to have for a new partner. By relocating to LPL and Stratos, we have the overall flexibility to serve our purchasers with progressive abilities and give them the ordeals they are worthy of,” Howard reported.
Kunz added, “Our shoppers are our No. 1 priority. Soon after learning about all the further means from LPL and Stratos—everything from investing abilities to customer management software to extra tax-based financial arranging tools—it was unachievable to continue to be. In a shifting setting, we desired to deliver far more to the table. We are thrilled to be in a position we can be very pleased of, and appear ahead to offering our consumers with a far more customized touch.”
The go also delivers the team with bigger possibilities to develop their apply via M&A, as perfectly as crank out supplemental earnings by performing carefully with centers of influences, this sort of as attorneys and CPAs.
Charles Shapiro, Stratos Founding Husband or wife and Main Growth Officer, stated, “It is a pretty competitive recruiting landscape, especially for large caliber non-public banking teams. We are so honored that Jason, Chad, Shane and their group have decided on to be part of Stratos Wealth as our most recent partners. Utah has been a marvelous sector for our company’s development and we are happy to aid Final result Wealth in their enlargement ideas in the market.”
Scott Posner, LPL executive vice president, Enterprise Improvement, mentioned, “We increase a heat welcome to Jason, Shane and Chad, and are honored they turned to LPL and Stratos in their journey to independence. This is a staff that was seeking for a progress spouse who could provide them for the very long run. For advisors to have the ability to get to their business’ comprehensive prospective, they need a husband or wife dedicated to their results 1 that has the scale, abilities and cash to be ready to devote and constantly evolve to satisfy the appropriate desires of their enterprise and clientele. And which is exactly what we do listed here at LPL. Our singular mission is to guidance our advisors so they can consider care of their consumers. We appear ahead to a long-long lasting and effective romantic relationship with Final result Personal Prosperity.”
Advisors, uncover an LPL small business improvement representative near you.
About LPL Monetary:
LPL Money (Nasdaq: LPLA) was founded on the principle that the organization must operate for the advisor, and not the other way around. Currently, LPL is a leader in the marketplaces we provide,** supporting virtually 20,000 money advisors, and about 800 institution-based mostly financial investment packages and 500 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that Americans deserve accessibility to personalized direction from a monetary advisor. At LPL, independence means that advisors have the independence they are worthy of to choose the enterprise design, products and services, and technological innovation sources that allow them to run their ideal observe. And they have the flexibility to manage their shopper relationships, because they know their customers ideal. Simply put, we just take treatment of our advisors, so they can just take treatment of their customers.
About Stratos Prosperity Associates
Stratos Prosperity Associates is a leading impartial, spouse owned and operated Registered Financial commitment Advisory (RIA) organization. Launched in 2009, the agency gives operational, strategic and profits-producing sources, as effectively as, a reputable infrastructure permitting advisors the versatility to develop and mature his/her own business. Due to the fact its founding, Stratos has developed to 275 independent advisors. Stratos Wealth Associates, Ltd., an SEC Registered Investment decision Advisor, manages above $10.33 billion in advisory belongings, and advises by means of LPL Financial, over $8.28 billion in brokerage and 3rd bash managed belongings for a full of $18.61 billion as of December 31, 2021.
**Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S (Dependent on complete revenues, Money Arranging journal 1996-2021) No. 1 supplier of third-social gathering brokerage products and services to banks and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated firms present monetary companies only from the United States.
* Value approximated centered on asset and holding specifics furnished to LPL from the year 2021
Securities and advisory products and services made available by way of LPL Fiscal LLC, an SEC-registered broker-seller and investment advisor. Member FINRA/ SIPC
Expenditure information is also offered via Stratos Prosperity Associates, Ltd., a registered financial investment advisor.
During this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or investment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose data that might be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
Result Personal Wealth, Stratos Prosperity Associates and LPL Financial are independent entities.
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