LPL Financial Welcomes Strata Financial Group
LPL Financial announced that Strata Financial Group, a team managing over $350 million in assets, has joined LPL's broker-dealer, RIA and custodial platforms from Osaic. The Ohio-based firm, founded in 1998, operates in Sheffield Village and Dublin, serving clients nationwide. The team includes financial advisors Tony Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharick, and Dominic Elmo. The group chose LPL for its transparency, robust public presence, and enhanced resources to better serve their clients through comprehensive financial services, tax strategies, and investment planning.
LPL Financial ha annunciato che Strata Financial Group, un team che gestisce oltre 350 milioni di dollari in attivi, è entrato a far parte delle piattaforme di broker-dealer, RIA e custodia di LPL, proveniente da Osaic. La società con sede in Ohio, fondata nel 1998, opera a Sheffield Village e Dublin, servendo clienti a livello nazionale. Il team comprende i consulenti finanziari Tony Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharick e Dominic Elmo. Il gruppo ha scelto LPL per la sua trasparenza, la robusta presenza pubblica e le risorse ampliate per servire al meglio i loro clienti attraverso servizi finanziari completi, strategie fiscali e pianificazione degli investimenti.
LPL Financial anunció que Strata Financial Group, un equipo que gestiona más de 350 millones de dólares en activos, se ha unido a las plataformas de corretaje, RIA y custodia de LPL, procedente de Osaic. La firma con sede en Ohio, fundada en 1998, opera en Sheffield Village y Dublín, atendiendo a clientes en todo el país. El equipo incluye a los asesores financieros Tony Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharick y Dominic Elmo. El grupo eligió a LPL por su transparencia, sólida presencia pública y recursos mejorados para servir mejor a sus clientes a través de servicios financieros integrales, estrategias fiscales y planificación de inversiones.
LPL 파이낸셜은 스트라타 파이낸셜 그룹이 3억 5천만 달러 이상의 자산을 관리하는 팀으로, Osaic에서 LPL의 중개인, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 1998년에 설립된 이 오하이오 기반 회사는 셰필드 빌리지와 더블린에서 운영되며 전국적으로 고객에게 서비스를 제공합니다. 팀에는 재정 상담사인 Tony Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharick 및 Dominic Elmo가 포함됩니다. 이 그룹은 고객을 위한 포괄적인 재정 서비스, 세무 전략 및 투자 계획을 통해 더 나은 서비스를 제공하기 위해 투명성, 강력한 대중적 존재감 및 향상된 자원을 갖춘 LPL을 선택했습니다.
LPL Financial a annoncé que Strata Financial Group, une équipe gérant plus de 350 millions de dollars d'actifs, a rejoint les plateformes de courtage, RIA et de conservation de LPL en provenance d'Osaic. La société basée dans l'Ohio, fondée en 1998, opère à Sheffield Village et Dublin, servant des clients à l'échelle nationale. L'équipe comprend les conseillers financiers Tony Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharick et Dominic Elmo. Le groupe a choisi LPL pour sa transparence, sa forte présence publique et ses ressources améliorées pour mieux servir ses clients grâce à des services financiers complets, des stratégies fiscales et une planification des investissements.
LPL Financial gab bekannt, dass Strata Financial Group, ein Team, das über 350 Millionen Dollar an Vermögenswerten verwaltet, den Broker-Dealer, RIA und Custodial-Plattformen von LPL von Osaic beigetreten ist. Das im Jahr 1998 gegründete Unternehmen mit Sitz in Ohio ist in Sheffield Village und Dublin tätig und bedient Kunden im ganzen Land. Zum Team gehören die Finanzberater Tony Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharick und Dominic Elmo. Die Gruppe wählte LPL wegen seiner Transparenz, der robusten öffentlichen Präsenz und der erweiterten Ressourcen, um ihren Kunden durch umfassende Finanzdienstleistungen, Steuerstrategien und Anlageplanung besser dienen zu können.
- Addition of $350 million in managed assets to LPL's platform
- Strategic expansion of LPL's presence in Ohio market
- Acquisition of established firm with 25+ years of operation
- None.
Insights
The acquisition of Strata Financial Group, managing
This move reflects the ongoing consolidation trend in the wealth management industry, where smaller advisory firms are increasingly joining larger platforms for enhanced technological capabilities and operational support. For investors, these continuing advisor transitions demonstrate LPL's competitive positioning in capturing market share from rivals.
SAN DIEGO, Nov. 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Anthony “Tony” Campagni, CFP®, Ronald Jurczynski, CPA/PFS™, Mitchell Romeo, CPWA®, CPFA®, Kyle Hancharick, CFP®, and Dominic Elmo of Ohio-based Strata Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported serving more than
Strata Financial Group was founded in 1998 by Campagni and the late Rino Romeo — Mitchell Romeo’s uncle — and currently operates in two Ohio locations: Sheffield Village, where the team serves the greater Cleveland area, and Dublin, serving the Columbus area. The advisors take a team-based approach to offering personalized strategic financial plans, tax strategies, retirement preparation, investment planning and wealth preservation to clients across the nation. Strata is led by partners Campagni, Jurczynski and Mitchell Romeo and includes support staff members Emily Dohnenko and Shayla Svetgoff.
“Our team is dedicated to providing comprehensive financial services for busy professionals, executives, business owners and families who are looking for a partner to help them maximize their wealth,” said Campagni. “With a unique focus on tax and financial planning in an ever-changing environment, we empower our clients to make well-informed decisions and create tailored plans that prioritize their financial goals.”
Why the team chose LPL
To further their commitment to top-tier client service, Strata Financial Group turned to LPL Financial. By partnering with LPL, the team now has access to enhanced resources, operational support and advanced technologies to help clients pursue their financial goals.
“We were drawn to LPL because of its transparency and robust public presence,” said Romeo. “LPL’s commitment to service and technology is evident, and it's clear LPL prioritizes supporting advisors and their staff, so Strata Financial Group can have more time to focus on servicing our clients.”
Jurczynski added, “Our goal is to leverage LPL’s vast resources to provide the highest level of service to our clients, from consolidated reporting to being able to access a broader range of investment and insurance solutions. This will allow Strata Financial Group to continue to try to improve and create differentiated experiences for clients.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Tony, Ronald, Mitchell, Kyle and Dominic to LPL Financial. At LPL, we are steadfast in our commitment to supporting independent advisors. Our platform is designed to empower these professionals with industry-leading resources, innovative technology and dedicated services that enable advisors to serve their clients their way. We look forward to supporting Strata Financial Group for years to come.”
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About LPL Financial
LPL 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 28,000 financial advisors, including advisors at more than 1,000 institutions and nearly 600 registered investment advisor 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. Strata Financial Group, LLC., and LPL 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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FAQ
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