LPL Financial Welcomes Cousino Wealth Advisors
05 Giugno 2024 - 3:00PM
LPL Financial LLC (Nasdaq: LPLA) announced today that
financial advisors Todd Cousino, Nicholas Hawk and Charles Moyer
have joined LPL’s employee advisor channel, Linsco by LPL
Financial, to launch Cousino Wealth Advisors. The advisors reported
serving approximately $265 million in advisory, brokerage and
retirement plan assets* and join LPL from Ameriprise.
Based in Brownstown, Mich., Cousino and Hawk have worked as a
team since 2015, with Moyer joining in 2020. They built their
practice based on a collaborative approach that draws on each
advisor’s professional skills and experience. Together, they offer
comprehensive financial planning and wealth management using a
bucket strategy to grow and preserve wealth for their clients. The
advisors are joined by Senior Client Services Associate Terri
Rowe.
“We take great pride in the strong relationships we’ve built
with our clients, and we are committed to providing them with the
highest levels of service and advice,” Cousino said, noting they
primarily serve clients in the engineering and automotive
fields.
Looking to elevate their client experience and enhance office
efficiencies, the team turned to LPL for the next chapter of their
business.
“Our goal is to always be client-first, and we want to
continuously increase and evolve their experience,” Cousino said.
“We are excited to join LPL and leverage the firm’s advanced
technology to create greater practice efficiencies. LPL’s
integrated capabilities provide us with more choice in software and
solutions to automate our workflow, which frees up our time to
focus on what matters most: our clients.”
Not wanting to start from scratch, the team was drawn to the
Linsco model that serves advisors seeking the core tenets of
independence, including owning their client relationships and
having the flexibility to run their practice on their own terms.
With Linsco, advisors have access to LPL’s integrated wealth
management platform and robust business resources, along with the
additional benefits of having support from an experienced branch
management team and other dedicated consultants.
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Todd, Chuck and Nick to the Linsco
community. In today’s environment, advisors often benefit from an
additional layer of support for day-to-day operations so they can
focus on what matters most: taking care of their clients. We look
forward to supporting the business growth and success of Cousino
Wealth Advisors as they leverage our robust technology platform and
practice management programs to deliver differentiated client
experiences.”
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 nearly 23,000
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.
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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