LPL Financial Welcomes Journey Financial
01 Maggio 2024 - 3:00PM
LPL Financial LLC announced today that financial advisors Timothy
J. Heisterkamp, CFP®, and Max Neese, CFP® have joined LPL
Financial’s broker-dealer, RIA and custodial platforms. They
reported serving approximately $200 million in advisory, brokerage
and retirement plan assets* and join LPL from Cambridge.
Heisterkamp, an advisor since 1998, built the Jefferson,
Iowa-based practice from the ground up after an initial career as a
high school economics teacher. Neese's entry into the financial
services sector was inspired early on by Heisterkamp, who was a
guest speaker at Neese’s high school class to discuss the world of
investing.
“I was captivated by the concept of the time value of money and
how investing may help your wealth potentially grow over time,"
Neese said. “I left the class thinking, ‘I want to do what that guy
does.’”
In college, Neese shadowed Heisterkamp, and two years ago he
joined the practice full time as Heisterkamp’s succession plan.
Together, along with support from Registered Assistant Kim
Bendickson, they are dedicated to fostering lifelong partnerships
with clients while serving as their financial confidants. They
offer a broad spectrum of financial services ranging from education
planning to comprehensive estate planning, empowering individuals
and business owners to identify their goals and make informed
decisions throughout each critical stage of life.
The decision to affiliate with LPL was driven by the team’s
desire for more office efficiencies and enhanced service
capabilities.
“When we went down to LPL's headquarters in February for a demo,
we were immediately impressed by the innovative technology and
resources,” Heisterkamp said. “We'll be able to work faster and
more efficiently since everything is integrated into one system,
including account opening paperwork.”
“Our client base is highly active, and our office is a hub of
constant activity,” Neese emphasized. “We are committed to
proactively caring for our clients, working toward providing
unparalleled service and personalized experience that you wouldn’t
find anywhere else.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Tim and Max to LPL and look forward
to supporting the next chapter of their journey. As a leader in the
industry, our size and stability position us to be a long-term
partner to our advisors. We are committed to continually investing
in our advisors' businesses, ensuring they have access to the
technology, products, platforms and innovative capabilities that
can help them differentiate their practices and be successful
business owners today and into the future."
Related
Advisors, find your perfect fit at LPL.
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. Journey Financial,
LLC 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 end of year, 2023.
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