December 1, 2022

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LPL Financial, Cornerstone Wealth Management Welcome Planify Group

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CHARLOTTE, N.C., Feb. 08, 2022 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) announced nowadays that Planify Team has joined LPL Financial’s broker-seller, company registered investment decision advisor (RIA) and custodial platforms, aligned with LPL-affiliated agency Cornerstone Prosperity Management. Becoming a member of from MassMutual, Planify Team described to LPL that it served around $550 million in advisory, brokerage and retirement approach belongings.*

Based mostly in St. Louis, Planify is comprised of economical advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Just about every group member brings different places of experience and imaginative wondering to their do the job serving a assortment of clients, such as business enterprise house owners, affluent families, gurus and the unique needs neighborhood. As a result of their function, the Planify workforce aims to enable tackle their clients’ special requires by way of holistic procedures rooted in individualized economic scheduling, methods-oriented problem fixing and in depth expenditure assistance.

“Over the several years, our group has designed a sound basis of shared priorities and values,” Heitkamp claimed. “Primarily, we have cultivated a ‘client-first’ mentality that translates into everything we do. Our prioritization process is uncomplicated: we handle money planning for our clientele initially and foremost, then deal with solutions and difficulty solving soon after we come to feel self-confident that we have coated our bases.”

Planify selected to align with LPL and Cornerstone to implement a new organization approach that would help them increase their capabilities and far better provide their customers. “We genuinely treatment about our purchasers, and with Cornerstone and LPL we’re ready to put them initial. Improved engineering and capabilities had been a further big attract for us we wanted one thing seamless, intuitive and protected, which we identified at LPL. With additional flexibility, unbiased alternatives and an open architecture system, we’re ready to provide extra complete and personalized encounters to our purchasers to greater assist them maintain a way of life each now and in the upcoming,” Lewandoski stated, noting they also respect the more layer of sources from Cornerstone, which include authentic estate, marketing and compliance.

Joe Keifer, Cornerstone co-founder and controlling associate, said: “Cornerstone Prosperity Administration is psyched to welcome these kinds of an knowledgeable and enthusiastic crew of monetary industry experts to our rising group of impartial advisors across the state. Planify Group is a good in good shape for Cornerstone, as they share our aim on delivering tailored money advice that assists men and women love their existing passions when organizing for their long term requires. We’re delighted to assistance Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their professional targets and information their consumers to ‘Plan Nicely. Reside Effectively.’”

Scott Posner, LPL executive vice president, Business Growth, mentioned: “We welcome Planify Team to the LPL Economic local community, and we congratulate Cornerstone on expanding its network of advisors. This team’s collective skillset and practical experience throughout prosperity management, special needs preparing and behavioral finance align properly with our values and plans listed here at LPL. We continue to be dedicated to providing robust assets, small business alternatives and impressive abilities created to aid our advisors differentiate their exercise and thrive. We’re searching ahead to supporting this team and adhering to their achievements in the many years to come.”

Advisors, uncover an LPL organization growth representative near you.

About LPL Money:
LPL Economic (Nasdaq: LPLA) was launched on the basic principle that the organization need to function for the advisor, and not the other way all-around. Today, LPL is a leader in the markets we serve,** supporting nearly 20,000 economical advisors, and roughly 800 establishment-based financial commitment plans and 500 unbiased RIA corporations nationwide. We are steadfast in our determination to the advisor-centered model and the perception that People in america have earned entry to personalised direction from a money advisor. At LPL, independence means that advisors have the independence they should have to choose the enterprise product, solutions, and technological innovation resources that make it possible for them to operate their fantastic follow. And they have the freedom to control their customer interactions, because they know their purchasers best. Only set, we just take treatment of our advisors, so they can get care of their clientele.

**Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Dealer in the U.S. (Centered on total revenues, Economical Scheduling magazine 1996-2021) No. 1 supplier of third-bash brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 Enterprise as of June 2021. LPL and its affiliated providers deliver financial providers only from the United States.

* Value approximated based mostly on asset and holding specifics presented to LPL from the 12 months 2021

Securities and advisory products and services supplied as a result of LPL Monetary LLC, an SEC-registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC

During this conversation, the phrases “financial advisors” and “advisors” are employed to refer to registered associates and/or investment decision advisor reps affiliated with LPL Money LLC. We routinely disclose information and facts that could be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our internet site.

Planify Team, Cornerstone Wealth Administration and LPL Fiscal are independent entities.

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