LPL Financial, Cornerstone Wealth Management Welcome Planify Group

Elvera Bartels

CHARLOTTE, N.C., Feb. 08, 2022 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced currently that Planify Group has joined LPL Financial’s broker-dealer, company registered financial investment advisor (RIA) and custodial platforms, aligned with LPL-affiliated firm Cornerstone Prosperity Administration. Signing up for from MassMutual, Planify Team reported to LPL that it served approximately $550 million in advisory, brokerage and retirement approach property.*

Centered in St. Louis, Planify is comprised of monetary advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Each individual crew member brings different parts of expertise and innovative contemplating to their perform serving a wide variety of clientele, like enterprise entrepreneurs, affluent family members, gurus and the exclusive requires local community. By means of their get the job done, the Planify team aims to help deal with their clients’ exclusive needs via holistic procedures rooted in personalized financial scheduling, solutions-oriented difficulty resolving and thorough financial commitment assistance.

“Over the years, our group has created a solid foundation of shared priorities and values,” Heitkamp mentioned. “Primarily, we have cultivated a ‘client-first’ mentality that interprets into everything we do. Our prioritization process is very simple: we deal with monetary preparing for our clients to start with and foremost, then tackle options and difficulty solving after we sense self-assured that we have lined our bases.”

Planify chose to align with LPL and Cornerstone to put into practice a new organization approach that would assist them optimize their capabilities and superior provide their clientele. “We truly treatment about our customers, and with Cornerstone and LPL we’re ready to place them first. Improved technology and capabilities have been an additional massive attract for us we desired something seamless, intuitive and protected, which we identified at LPL. With additional freedom, independent alternatives and an open up architecture platform, we’re in a position to offer you far more detailed and personalised encounters to our purchasers to much better assist them maintain a way of living both equally now and in the long term,” Lewandoski mentioned, noting they also take pleasure in the extra layer of sources from Cornerstone, like serious estate, advertising and compliance.

Joe Keifer, Cornerstone co-founder and running spouse, stated: “Cornerstone Wealth Administration is fired up to welcome these types of an experienced and enthusiastic group of monetary experts to our expanding local community of unbiased advisors throughout the nation. Planify Team is a terrific match for Cornerstone, as they share our emphasis on delivering customized monetary assistance that helps people enjoy their present-day passions whilst preparing for their future wants. We’re delighted to help Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their experienced plans and guide their consumers to ‘Plan Perfectly. Live Nicely.’”

Scott Posner, LPL government vice president, Small business Progress, stated: “We welcome Planify Group to the LPL Monetary neighborhood, and we congratulate Cornerstone on rising its community of advisors. This team’s collective skillset and encounter throughout prosperity management, special wants organizing and behavioral finance align completely with our values and goals right here at LPL. We continue being fully commited to delivering strong assets, small business alternatives and ground breaking abilities built to assistance our advisors differentiate their follow and thrive. We’re hunting forward to supporting this group and adhering to their achievement in the many years to arrive.”

Advisors, obtain an LPL organization development representative near you.

About LPL Economic:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm really should get the job done for the advisor, and not the other way all over. Today, LPL is a chief in the markets we provide,** supporting approximately 20,000 financial advisors, and about 800 establishment-centered expenditure packages and 500 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that People are entitled to access to personalised assistance from a money advisor. At LPL, independence usually means that advisors have the freedom they are entitled to to pick out the company design, providers, and technological innovation sources that make it possible for them to run their ideal exercise. And they have the liberty to deal with their client relationships, mainly because they know their clientele greatest. Simply put, we take treatment of our advisors, so they can choose treatment of their customers.

**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Seller in the U.S. (Based mostly on total revenues, Economic Organizing magazine 1996-2021) No. 1 service provider of 3rd-celebration brokerage providers to financial institutions and credit unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune 500 Corporation as of June 2021. LPL and its affiliated companies supply fiscal services only from the United States.

* Benefit approximated primarily based on asset and holding particulars offered to LPL from the year 2021

Securities and advisory solutions provided as a result of LPL Economic LLC, an SEC-registered broker-seller and expenditure advisor. Member FINRA/ SIPC

All over this conversation, the phrases “financial advisors” and “advisors” are utilised to refer to registered associates and/or investment advisor associates affiliated with LPL Economical LLC. We routinely disclose facts that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.

Planify Team, Cornerstone Prosperity Administration and LPL Economical are independent entities.

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Media Call:
Shannon Greene
(704) 996-1840
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