LPL Financial Welcomes Trimp Wealth Management
LPL Financial (Nasdaq: LPLA) has announced that Trimp Wealth Management, led by father-son duo Patrick and Jack Trimp, has joined LPL's broker-dealer, RIA, and custodial platforms. The team, previously with Nations Financial Group, Inc., manages approximately $220 million in advisory, brokerage, and retirement plan assets.
Patrick Trimp, a former U.S. Navy veteran with nuclear power training, established Trimp Wealth Management in 2008. His son Jack joined the practice in 2019. The team chose LPL Financial after a three-year search, citing the firm's integrated platform and open architecture as key factors in their decision.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.7 trillion in brokerage and advisory assets under management on behalf of approximately 6 million Americans.
LPL Financial (Nasdaq: LPLA) ha annunciato che Trimp Wealth Management, guidato dalla coppia padre-figlio Patrick e Jack Trimp, è entrato nelle piattaforme di broker-dealer, RIA e custodia di LPL. Il team, precedentemente con Nations Financial Group, Inc., gestisce circa 220 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Patrick Trimp, ex veterano della Marina degli Stati Uniti con formazione nel settore nucleare, ha fondato Trimp Wealth Management nel 2008. Suo figlio Jack si è unito allo studio nel 2019. Il team ha scelto LPL Financial dopo una ricerca di tre anni, citando la piattaforma integrata e l'architettura aperta dell'azienda come fattori chiave nella loro decisione.
LPL Financial supporta attualmente quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, con circa 1,7 trilioni di dollari in asset di intermediazione e consulenza sotto gestione per conto di circa 6 milioni di americani.
LPL Financial (Nasdaq: LPLA) ha anunciado que Trimp Wealth Management, dirigido por el dúo padre-hijo Patrick y Jack Trimp, se ha unido a las plataformas de corretaje, RIA y custodial de LPL. El equipo, anteriormente con Nations Financial Group, Inc., gestiona aproximadamente 220 millones de dólares en activos de asesoría, corretaje y planes de jubilación.
Patrick Trimp, un ex veterano de la Marina de los EE. UU. con formación en energía nuclear, estableció Trimp Wealth Management en 2008. Su hijo Jack se unió a la práctica en 2019. El equipo eligió LPL Financial después de una búsqueda de tres años, citando la plataforma integrada y la arquitectura abierta de la firma como factores clave en su decisión.
LPL Financial actualmente apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con aproximadamente 1.7 billones de dólares en activos de corretaje y asesoría bajo gestión en nombre de aproximadamente 6 millones de estadounidenses.
LPL 금융 (Nasdaq: LPLA)는 Trimp Wealth Management가 아버지와 아들인 Patrick 및 Jack Trimp에 의해 이끌리며 LPL의 중개업체, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 이 팀은 이전에 Nations Financial Group, Inc.에 소속되어 있으며, 약 2억 2천만 달러의 자문, 중개 및 퇴직 연금 자산을 관리하고 있습니다.
Patrick Trimp는 핵 발전 훈련을 받은 전 미국 해군 재향 군인으로, 2008년에 Trimp Wealth Management를 설립했습니다. 그의 아들 Jack은 2019년에 이 사업에 합류했습니다. 이 팀은 3년간의 검색 끝에 LPL 금융을 선택했으며, 회사의 통합 플랫폼과 개방형 아키텍처를 결정의 주요 요소로 언급했습니다.
LPL 금융은 현재 거의 29,000명의 금융 자문가와 약 1,200개의 금융 기관을 지원하고 있으며, 약 1.7조 달러의 중개 및 자문 자산을 관리하여 약 600만 명의 미국인을 대신하고 있습니다.
LPL Financial (Nasdaq: LPLA) a annoncé que Trimp Wealth Management, dirigé par le duo père-fils Patrick et Jack Trimp, a rejoint les plateformes de courtage, RIA et de garde de LPL. L'équipe, précédemment avec Nations Financial Group, Inc., gère environ 220 millions de dollars d'actifs en conseil, courtage et plans de retraite.
Patrick Trimp, ancien vétéran de la marine américaine formé à l'énergie nucléaire, a fondé Trimp Wealth Management en 2008. Son fils Jack a rejoint la pratique en 2019. L'équipe a choisi LPL Financial après une recherche de trois ans, citant la plateforme intégrée et l'architecture ouverte de l'entreprise comme des facteurs clés dans leur décision.
LPL Financial soutient actuellement près de 29.000 conseillers financiers et environ 1.200 institutions financières, avec environ 1,7 trillion de dollars en actifs de courtage et de conseil sous gestion au nom d'environ 6 millions d'Américains.
LPL Financial (Nasdaq: LPLA) hat angekündigt, dass Trimp Wealth Management, geleitet von dem Vater-Sohn-Duo Patrick und Jack Trimp, den Broker-Dealer-, RIA- und Verwahrplattformen von LPL beigetreten ist. Das Team, zuvor bei Nations Financial Group, Inc., verwaltet etwa 220 Millionen Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen.
Patrick Trimp, ein ehemaliger Veteran der US Navy mit Ausbildung in der Kernenergie, gründete 2008 Trimp Wealth Management. Sein Sohn Jack trat 2019 in die Praxis ein. Das Team wählte LPL Financial nach einer dreijährigen Suche und nannte die integrierte Plattform und die offene Architektur des Unternehmens als Schlüsselfaktoren für ihre Entscheidung.
LPL Financial unterstützt derzeit fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute, mit etwa 1,7 Billionen Dollar an verwalteten Brokerage- und Beratungsvermögen im Namen von etwa 6 Millionen Amerikanern.
- Addition of $220 million in AUM through new advisor team acquisition
- Continued expansion of advisor network demonstrating strong recruitment capabilities
- Platform attractiveness proven by 3-year due diligence process by incoming team
- None.
SAN DIEGO, April 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Patrick Trimp, CFP®, and Jack Trimp, ChFC®, of Trimp Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately
Based in Idaho Falls, Idaho, Patrick transitioned to the wealth management industry in 1999 after a decade of service in the U.S. Navy, during which he completed nuclear power training and was assigned to the USS Hammerhead, a fast-attack submarine. It was during his time in the Navy that Patrick was inspired to pivot his career, marrying his background in math with the intrigue of financial strategy.
In 2008, he launched Trimp Wealth Management with the goal of helping his clients achieve their financial objectives through education, strategic planning and a commitment to their success. Jack joined his father’s practice in 2019, and together, they take a client-centered approach to helping their clients build sound financial futures.
“Being able to add value for my clients’ financial wellness is the best part of the job,” Patrick said. “We’re here to guide our clients in making smart and strategic decisions about their finances and help them pursue their goals. We get to know our clients on a deeply personal level, and we are proud that most of our clients come to us through referrals.”
It was the pair’s desire to provide a more elevated and streamlined client experience that led them to LPL Financial.
“We spent more than three years looking for a new partner, so you could say we really did our due diligence. In the end, the decision to partner with LPL was the obvious choice,” Jack said. “What really stood out to us was LPL’s integrated and open architecture platform where we can access everything with a single sign-on as well as their ongoing commitment to meeting the evolving needs of advisors. We are confident that making the move to LPL is the right decision for our business and our clients.”
The Trimps are active in their community and believe strongly in the importance of volunteering. Patrick is an active member in his church and Jack served as a missionary to South Africa, Uganda and South Sudan, working in refugee camps with Youth With A Mission (YWAM), a non-profit Christian organization.
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Patrick and Jack to the LPL community and wish them success with this next chapter of their business. As their partner, we are committed to delivering innovative technology, integrated platforms and strategic resources to help them seamlessly run their practice and provide an elevated client experience. We look forward to supporting Trimp Wealth Management for years to come.”
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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 nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Trimp Wealth Management and LPL Financial 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, 2024.
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