LPL Financial Welcomes Advisor Christopher Ketchen to Linsco Channel
LPL Financial (NASDAQ: LPLA) announced that financial advisor Christopher Ketchen has joined their employee advisor channel, Linsco by LPL Financial, to launch Katama Wealth Partners. Ketchen, who previously served at UBS, brings approximately $315 million in advisory, brokerage and retirement plan assets to LPL.
Based in Boston, Ketchen specializes in comprehensive wealth management and corporate retirement plans. He is joined by Senior Client Associate Courtney Poole. The move to Linsco provides Ketchen with greater autonomy, access to LPL's integrated wealth management platform, and robust business resources, while maintaining support from an experienced branch management team and dedicated marketing consultant.
LPL Financial currently supports over 28,000 financial advisors and 1,200 financial institutions, managing approximately $1.8 trillion in brokerage and advisory assets for 6 million Americans.
LPL Financial (NASDAQ: LPLA) ha annunciato che il consulente finanziario Christopher Ketchen si è unito al loro canale di consulenza dipendente, Linsco by LPL Financial, per lanciare Katama Wealth Partners. Ketchen, che in precedenza ha lavorato presso UBS, porta a LPL circa 315 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Con sede a Boston, Ketchen è specializzato nella gestione patrimoniale completa e nei piani pensionistici aziendali. È affiancato dalla Senior Client Associate Courtney Poole. Il passaggio a Linsco offre a Ketchen maggiore autonomia, accesso alla piattaforma integrata di gestione patrimoniale di LPL e risorse aziendali robuste, mantenendo il supporto di un team di gestione filiale esperto e di un consulente di marketing dedicato.
LPL Financial supporta attualmente oltre 28.000 consulenti finanziari e 1.200 istituzioni finanziarie, gestendo circa 1,8 trilioni di dollari in asset di intermediazione e consulenza per 6 milioni di americani.
LPL Financial (NASDAQ: LPLA) anunció que el asesor financiero Christopher Ketchen se ha unido a su canal de asesores empleados, Linsco by LPL Financial, para lanzar Katama Wealth Partners. Ketchen, que anteriormente trabajó en UBS, aporta aproximadamente 315 millones de dólares en activos de asesoría, corretaje y planes de jubilación a LPL.
Con sede en Boston, Ketchen se especializa en la gestión integral de patrimonios y planes de jubilación corporativa. Se le une la Senior Client Associate Courtney Poole. La transición a Linsco le brinda a Ketchen mayor autonomía, acceso a la plataforma integrada de gestión de patrimonios de LPL y robustos recursos comerciales, mientras mantiene el apoyo de un experimentado equipo de gestión de sucursales y un consultor de marketing dedicado.
LPL Financial actualmente apoya a más de 28,000 asesores financieros y 1,200 instituciones financieras, gestionando aproximadamente 1.8 billones de dólares en activos de corretaje y asesoría para 6 millones de estadounidenses.
LPL Financial (NASDAQ: LPLA)는 금융 자문가 Christopher Ketchen이 LPL Financial의 직원 자문 채널인 Linsco에 합류하여 Katama Wealth Partners를 출범했다고 발표했습니다. Ketchen은 이전에 UBS에서 근무했으며, LPL에 약 3억 1500만 달러의 자문, 중개 및 퇴직 연금 자산을 가지고 있습니다.
보스턴에 본사를 둔 Ketchen은 종합 자산 관리 및 기업 퇴직 연금 계획을 전문으로 합니다. Senior Client Associate인 Courtney Poole과 함께 일하고 있습니다. Linsco로의 이동은 Ketchen에게 더 큰 자율성, LPL의 통합 자산 관리 플랫폼에 대한 접근 및 강력한 비즈니스 리소스를 제공하며, 숙련된 지점 관리 팀과 전담 마케팅 컨설턴트의 지원을 계속 유지합니다.
LPL Financial은 현재 28,000명 이상의 금융 자문가와 1,200개의 금융 기관을 지원하며, 600만 미국인을 위해 약 1.8조 달러의 중개 및 자문 자산을 관리하고 있습니다.
LPL Financial (NASDAQ: LPLA) a annoncé que le conseiller financier Christopher Ketchen a rejoint leur canal de conseillers employés, Linsco by LPL Financial, pour lancer Katama Wealth Partners. Ketchen, qui a précédemment travaillé chez UBS, apporte environ 315 millions de dollars d’actifs en conseil, courtage et régimes de retraite à LPL.
Basé à Boston, Ketchen est spécialisé dans la gestion patrimoniale complète et les régimes de retraite d'entreprise. Il est accompagné par la Senior Client Associate Courtney Poole. Le passage à Linsco offre à Ketchen une plus grande autonomie, l'accès à la plateforme intégrée de gestion patrimoniale de LPL et des ressources commerciales robustes, tout en conservant le soutien d'une équipe de gestion de succursale expérimentée et d'un consultant en marketing dédié.
LPL Financial soutient actuellement plus de 28 000 conseillers financiers et 1 200 institutions financières, gérant environ 1,8 trillion de dollars d'actifs en courtage et en conseil pour 6 millions d'Américains.
LPL Financial (NASDAQ: LPLA) hat bekannt gegeben, dass der Finanzberater Christopher Ketchen ihrem Mitarbeiterberatungs-Kanal Linsco by LPL Financial beigetreten ist, um Katama Wealth Partners zu gründen. Ketchen, der zuvor bei UBS tätig war, bringt etwa 315 Millionen Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen zu LPL.
Mit Sitz in Boston ist Ketchen auf umfassendes Wealth Management und betriebliche Altersvorsorgepläne spezialisiert. Er wird von Senior Client Associate Courtney Poole unterstützt. Der Wechsel zu Linsco bietet Ketchen mehr Autonomie, Zugang zur integrierten Wealth Management-Plattform von LPL und robuste Geschäftsressourcen, während er weiterhin Unterstützung von einem erfahrenen Filialmanagement-Team und einem engagierten Marketingberater erhält.
LPL Financial unterstützt derzeit über 28.000 Finanzberater und 1.200 Finanzinstitute und verwaltet etwa 1,8 Billionen Dollar an Brokerage- und Beratungsvermögen für 6 Millionen Amerikaner.
- Addition of $315 million in managed assets to LPL's portfolio
- Expansion of LPL's market presence in Boston area
- Growth in advisor network supporting LPL's business model
- None.
SAN DIEGO, Jan. 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Christopher Ketchen, CRPS®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Katama Wealth Partners. He reported serving approximately
Based in Boston, Mass., Ketchen began his career in 1994 in the retirement plan sector before expanding his scope to comprehensive wealth management. Today, Ketchen dedicates his knowledge and experience working with families and corporate retirement plans. He is joined by Senior Client Associate, Courtney Poole, who is part of the management team.
“Our mission is to help clients work toward their personal goals and objectives in a manner they are truly comfortable with,” Ketchen said. “We take great care to build sound financial plans that help clients navigate all of life’s changes, from health and employment to relocation or divorce.”
Why he made the move to Linsco by LPL
Looking to operate with greater autonomy while also evolving his business, Ketchen turned to LPL.
“I’ve always wanted to be an entrepreneur and build something of my own,” said Ketchen. “As I’ve grown in my career, it became clear that I needed more independence to operate on my own terms and incorporate my values more into the business. LPL provides the ideal platform, size and scale for me to do that, offering robust technology capabilities and resources that allow me to focus on what’s most important: my clients.”
Linsco serves financial advisors seeking the core tenets of independence, including owning their client relationships and having flexibility to run their practice, their way. 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, dedicated marketing consultant and other resources that allow advisors to focus on their clients.
“Linsco was designed for people like me who appreciate the added layer of personalized support,” Ketchen said. “My clients will benefit from my singular focus to simply take care of them, and I’m sure they’ll also appreciate the more streamlined processes. I look forward to all the new opportunities ahead.”
The move to LPL also provides Ketchen with more flexibility to work with outside services, such as legal professionals and CPAs. He also looks forward to collaborating with other Linsco advisors in the Boston office and hopes to soon welcome other like-minded advisors to his practice.
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Chris to the Linsco community. LPL provides strategic support and innovative resources designed to help advisors build thriving businesses and deliver differentiated client experiences. We look forward to supporting Chris for years to come as he builds out Katama Wealth Partners.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of 1,200 financial institutions, servicing and custodying approximately
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