April 13, 2024


Make Every Business

LPL Financial, Cornerstone Wealth Management Welcome Planify Group

CHARLOTTE, N.C., Feb. 08, 2022 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) introduced now that Planify Team has joined LPL Financial’s broker-vendor, company registered financial investment advisor (RIA) and custodial platforms, aligned with LPL-affiliated organization Cornerstone Prosperity Administration. Becoming a member of from MassMutual, Planify Team claimed to LPL that it served about $550 million in advisory, brokerage and retirement program property.*

Primarily based in St. Louis, Planify is comprised of financial advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Just about every group member delivers unique locations of working experience and imaginative considering to their perform serving a selection of shoppers, which include business enterprise house owners, affluent family members, experts and the unique needs group. Through their function, the Planify team aims to assist deal with their clients’ distinctive requires through holistic strategies rooted in individualized money planning, solutions-oriented challenge solving and thorough expenditure assistance.

“Over the yrs, our group has created a reliable foundation of shared priorities and values,” Heitkamp explained. “Primarily, we’ve cultivated a ‘client-first’ mentality that translates into anything we do. Our prioritization method is basic: we tackle money organizing for our consumers initially and foremost, then deal with alternatives and dilemma resolving following we experience confident 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 assistance them increase their capabilities and greater serve their customers. “We genuinely treatment about our consumers, and with Cornerstone and LPL we’re in a position to put them very first. Improved technology and capabilities were an additional huge attract for us we needed some thing seamless, intuitive and protected, which we found at LPL. With far more freedom, unbiased solutions and an open up architecture system, we’re equipped to supply extra in depth and individualized activities to our shoppers to much better assist them sustain a way of life the two now and in the long run,” Lewandoski reported, noting they also take pleasure in the additional layer of methods from Cornerstone, like serious estate, marketing and advertising and compliance.

Joe Keifer, Cornerstone co-founder and managing lover, stated: “Cornerstone Prosperity Management is excited to welcome these types of an expert and enthusiastic team of money pros to our escalating group of independent advisors across the nation. Planify Team is a terrific suit for Cornerstone, as they share our concentration on offering tailored monetary steering that aids people get pleasure from their present passions even though organizing for their foreseeable future requirements. We’re delighted to support Valerie, Nick, Todd, Joe, Shannon, and Rachel as they go after their experienced aims and guidebook their consumers to ‘Plan Very well. Reside Effectively.’”

Scott Posner, LPL government vice president, Business Improvement, mentioned: “We welcome Planify Team to the LPL Economical local community, and we congratulate Cornerstone on increasing its community of advisors. This team’s collective skillset and knowledge across wealth management, specific requirements scheduling and behavioral finance align flawlessly with our values and ambitions right here at LPL. We continue to be dedicated to delivering robust sources, business options and impressive capabilities developed to aid our advisors differentiate their apply and prosper. We’re wanting ahead to supporting this group and following their good results in the several years to occur.”

Advisors, locate an LPL business advancement representative near you.

About LPL Money:
LPL Monetary (Nasdaq: LPLA) was founded on the basic principle that the business ought to operate for the advisor, and not the other way all around. Right now, LPL is a chief in the marketplaces we serve,** supporting approximately 20,000 economical advisors, and about 800 establishment-primarily based investment courses and 500 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Americans have earned entry to individualized advice from a fiscal advisor. At LPL, independence suggests that advisors have the liberty they are worthy of to decide on the company model, services, and technology assets that enable them to run their perfect apply. And they have the independence to manage their customer associations, due to the fact they know their clientele very best. Simply just place, we choose treatment of our advisors, so they can acquire care of their shoppers.

**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Dealer in the U.S. (Based on complete revenues, Monetary Planning journal 1996-2021) No. 1 company of 3rd-bash brokerage solutions to banking companies and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 Enterprise as of June 2021. LPL and its affiliated providers supply monetary solutions only from the United States.

* Price approximated based mostly on asset and keeping particulars delivered to LPL from the 12 months 2021

Securities and advisory providers presented by way of LPL Economic LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/ SIPC

During this communication, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or expense advisor associates affiliated with LPL Economic LLC. We routinely disclose data that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” area of our website.

Planify Team, Cornerstone Prosperity Management and LPL Economic are individual entities.

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