CHARLOTTE, N.C., Feb. 17, 2022 (Globe NEWSWIRE) — LPL Money LLC declared nowadays that monetary advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Financial to launch an impartial practice, Consequence Non-public Prosperity. They are aligned with Stratos Wealth Companions. The staff noted owning served $1 billion in advisory, brokerage and retirement strategy belongings.* They sign up for from Wells Fargo Advisors.
Centered in Salt Lake Town, the trio of advisors has worked together for extra than a 10 years, just about every bringing a exceptional background and point of view to the agency. Collectively, they supply holistic investment decision advice, economic arranging and wealthcare to affluent people, pros, business enterprise proprietors and retirees. The End result Personal Prosperity crew also features four workplace help staff members users.
“We are a legitimate staff with the identical core values, and we have made this practice with a laser emphasis on money results for our purchasers. Our goal is to aid simplify the increasingly complicated economic landscape and provide long lasting approaches to support preserve clients’ time and income,” mentioned Horne, a former medical income manager who switched professions just after his economic planner influenced him to help others navigate their individual economic highway map.
The Consequence advisors turned to LPL and Stratos in their quest for a lot more liberty and autonomy, as very well as enhanced engineering and the skill to offer purchasers with differentiated encounters. “Over the a long time, we have been accustomed to serving shoppers with some of the ideal sources obtainable, but as we evolved, we recognized the need to have for a new companion. By relocating to LPL and Stratos, we have the versatility to provide our clientele with ground breaking abilities and give them the ordeals they should have,” Howard reported.
Kunz additional, “Our clientele are our No. 1 precedence. Right after studying about all the extra means from LPL and Stratos—everything from investing abilities to consumer administration software to further tax-primarily based monetary arranging tools—it was extremely hard to remain. In a modifying setting, we needed to provide far more to the desk. We are enthusiastic to be in a spot we can be proud of, and glance ahead to furnishing our shoppers with a extra individualized touch.”
The transfer also offers the team with bigger alternatives to expand their apply through M&A, as properly as create additional revenue by working carefully with facilities of influences, these types of as attorneys and CPAs.
Charles Shapiro, Stratos Founding Partner and Main Enhancement Officer, stated, “It is a very competitive recruiting landscape, in particular for significant caliber private banking teams. We are so honored that Jason, Chad, Shane and their team have picked to join Stratos Prosperity as our latest associates. Utah has been a wonderful market for our company’s advancement and we are happy to help Outcome Prosperity in their expansion options in the market.”
Scott Posner, LPL executive vice president, Business enterprise Advancement, said, “We extend a warm welcome to Jason, Shane and Chad, and are honored they turned to LPL and Stratos in their journey to independence. This is a workforce that was searching for a growth spouse who could serve them for the long run. For advisors to have the capacity to get to their business’ whole prospective, they need to have a spouse fully commited to their good results 1 that has the scale, skills and capital to be able to commit and constantly evolve to satisfy the relevant desires of their small business and customers. And that is specifically what we do in this article at LPL. Our singular mission is to support our advisors so they can acquire care of their purchasers. We glance forward to a extensive-lasting and successful romance with Result Non-public Wealth.”
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About LPL Monetary:
LPL Monetary (Nasdaq: LPLA) was started on the principle that the firm ought to function for the advisor, and not the other way close to. Today, LPL is a leader in the markets we provide,** supporting just about 20,000 monetary advisors, and roughly 800 establishment-dependent financial commitment programs and 500 impartial RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that Americans are worthy of access to personalized guidance from a financial advisor. At LPL, independence usually means that advisors have the liberty they should have to pick out the small business product, services, and technological know-how means that allow them to run their best practice. And they have the flexibility to control their customer interactions, due to the fact they know their customers greatest. Just place, we choose care of our advisors, so they can take care of their purchasers.
About Stratos Prosperity Associates
Stratos Wealth Companions is a main independent, lover owned and operated Registered Financial commitment Advisory (RIA) company. Founded in 2009, the firm delivers operational, strategic and income-producing resources, as perfectly as, a responsible infrastructure permitting advisors the overall flexibility to establish and mature his/her personal business enterprise. Given that its founding, Stratos has grown to 275 impartial advisors. Stratos Prosperity Companions, Ltd., an SEC Registered Expense Advisor, manages over $10.33 billion in advisory assets, and advises as a result of LPL Economic, above $8.28 billion in brokerage and 3rd get together managed property for a total of $18.61 billion as of December 31, 2021.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Based on whole revenues, Financial Planning magazine 1996-2021) No. 1 supplier of third-celebration brokerage products and services to banking companies and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 Company as of June 2021. LPL and its affiliated organizations supply monetary expert services only from the United States.
* Value approximated centered on asset and keeping facts provided to LPL from the calendar year 2021
Securities and advisory solutions made available as a result of LPL Money LLC, an SEC-registered broker-vendor and expenditure advisor. Member FINRA/ SIPC
Financial commitment advice is also supplied by way of Stratos Wealth Partners, Ltd., a registered investment decision advisor.
Throughout this interaction, the phrases “financial advisors” and “advisors” are employed to refer to registered reps and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose data that might be essential to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Result Personal Wealth, Stratos Wealth Associates and LPL Financial are independent entities.
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