LPL Financial Welcomes Five Independent Teams With $700 Million of AUM
14 Marzo 2024 - 2:00PM
LPL Financial LLC announced today that seven financial advisors
from five firms have joined LPL Financial’s broker-dealer, RIA and
custodial platforms. They collectively reported serving
approximately $700 million in advisory, brokerage and retirement
plan assets*, and join LPL from Osaic.
Headquartered in the Minneapolis suburb of Maple Grove, the
teams, who share a combined 170 years of experience, have operated
independently in the same building for more than a decade. They
are:
- Michael Matheson, CFP®, CRPC, CFS®, CDFA, Susan Anderson, CFS®,
Marie Henrichs CFP®, CFS®, of M² Financial Group
- Amy R. Holewa, CFP®, CDFA™ of Holewa Financial
- Jeff Schuler, CFP® of Schuler Financial Advisor Group
- Paul Lyon, CFP®, CRPC
- Dan Pias
While each practice has its own focus, client base and support
staff, they regularly collaborate on business and service best
practices.
“I have been watching LPL for some time now and have been
consistently impressed by the company’s advisor-centric commitment
and their continuous investment in technology and business
solutions,” Matheson said. “When we started making a list of
potential new partners to research, I made sure to include LPL.
After our initial conversation, we visited LPL headquarters where
we were able to meet with various teams, interact with the
technology and ask questions. After that meeting, the decision to
move to LPL was really a no-brainer.”
While each team plans to utilize LPL’s streamlined and
integrated technology, self-clearing capabilities and back-office
support to improve their clients’ experience, Matheson says there
are additional advantages to moving to LPL.
“By partnering with LPL, we can focus on the now – by providing
a next-level experience for our respective clients and growing our
individual practices – as well as the future,” Matheson said. “With
LPL’s practice acquisition and succession programs, we can grow our
businesses and set the next generation of advisors up for success.
Jeff has already brought his son, Payton, into the fold and Dan
recently welcomed his son, Zach, to his practice as well. I am
confident that the move to LPL will help elevate each of our
respective practices to the next level.”
Scott Posner, LPL Executive Vice President, Business
Development, stated, “We welcome Michael, Susan, Marie, Amy, Jeff,
Paul, Dan and their teams to the LPL community and are honored to
support the continued collaboration and evolution of each of their
respective firms. At LPL, we are committed to helping advisors
visualize and develop their perfect practice by offering
streamlined and integrated business solutions and personalized
support to help them create an elevated experience for their
clients. We look forward to supporting each of these advisors for
years to come.”
Related
Advisors, find an LPL business development
representative near you.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving more than 22,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. The independent
advisors mentioned in this release and LPL Financial are separate
entities.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from mid-2023.
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