LPL Financial, The Network Welcome Ascend Wealth Management

Gordon B. Johnson

CHARLOTTE, N.C., March 14, 2022 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) introduced now that the all-woman workforce at Ascend Prosperity Management has joined LPL Financial’s broker-seller, company registered financial commitment advisor (RIA) and custodial platforms, aligned with The Monetary Services Community, an existing company supporting LPL-affiliated advisors. The Ascend advisors documented getting served about $210 million in advisory, brokerage and retirement approach property*. They be a part of LPL from Voya Money Advisors.

With a devotion to the fiduciary common, the Ascend workforce aims to supply personalised fiscal preparing and financial investment management products and services to its varied customer base of individuals, households, business homeowners and those people in the healthcare industry. Working out of Grand Rapids, Mich., the team is led by running companions and money advisors Kristi Turchan and Debbie Verker, and they are supported by operations affiliate Kassandra McGee. They get an authentic strategy to assisting establish their clients’ economic self-confidence and are dedicated to serving all shoppers equally—from hospital ground employees to company executives. “We locate so a great deal price in serving these who serve our local community,” Verker stated.

Keen to come across a lover to guidance their evolving organization needs, the Ascend staff turned to LPL and The Economical Companies Network. “By aligning with LPL and The Community, we’re nicely positioned to enable our customers preserve and enjoy their wealth for generations to appear,” Turchan explained. “We constantly want to be capable to say, ‘whatever you require, we can support support your pursuits.’ That was a driving section of our selection to make this move, and it’s obvious that LPL and The Community are earning the right investments and placing their men and women first. Among LPL’s ground breaking digital engineering and strong company methods, and The Network’s concierge-level assistance, we’re self-assured our shoppers will gain from an increased expertise.”

Verker included, “We’re in a services field, and by becoming a member of LPL and The Community, we’re aligned with men and women who share our dedication to providing consumers with differentiated assistance. Kristi and I are organic companions, and our practical experience with LPL and The Network has felt the identical we identified a property that genuinely supports the independent advisor.”

Christopher Mercado, managing associate and main financial commitment strategist with The Economic Expert services Community, stated, “We’re satisfied to welcome Kristi, Debbie and Kassandra to The Community and are thrilled to spouse with them in the subsequent chapter of their journey. Kristi and Debbie carry with them more than 50 several years of merged monetary companies expertise. The Network is very pleased to lover with their staff, and we ahead to supporting them for numerous many years to arrive.”

Scott Posner, LPL executive vice president, Enterprise Advancement, mentioned, “We welcome Kristi, Debbie and Kassandra to the LPL group, and congratulate The Community for growing its group of good quality advisors. I’m encouraged by this lady-owned crew and their motivation to investing in their local community via equally their time and assets. We’re honored that the Ascend workforce regarded our abilities and selected us to support them arrive at their aims. We seem forward to a prolonged-lasting romance with Ascend Wealth Administration.”

Advisors, uncover an LPL enterprise enhancement representative near you.

About LPL Money
LPL Financial (Nasdaq: LPLA) was founded on the basic principle that the firm should really get the job done for the advisor, and not the other way close to. Currently, LPL is a leader** in the marketplaces we serve, supporting extra than 19,000 economical advisors, 800 institution-primarily based financial investment systems and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Us citizens ought to have accessibility to personalised assistance from a economic advisor. At LPL, independence means that advisors have the freedom they ought to have to select the company product, expert services, and know-how means that permit them to operate their ideal observe. And they have the liberty to regulate their shopper interactions, simply because they know their customers best. Just place, we choose treatment of our advisors, so they can get treatment of their clientele.

*Benefit approximated centered on asset and holding aspects furnished to LPL from the year 2021

**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S (Dependent on total revenues, Financial Preparing magazine 1996-2021) No. 1 provider of third-social gathering brokerage solutions to banks and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory services available via LPL Fiscal LLC, an SEC-registered broker-seller and financial investment advisor. Member FINRA/ SIPC.

Through this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered associates and/or financial commitment advisor reps affiliated with LPL Monetary LLC. We routinely disclose information that might be critical to shareholders in the “Investor Relations” or “Press Releases” section of our site.

Ascend Wealth Management, The Fiscal Products and services Network and LPL Fiscal are separate entities.

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Media Get hold of:Shannon Greene(704) 996-1840
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Resource: LPL Money Holdings, Inc.

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