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

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