LPL Financial Welcomes Wealthstead Financial Advisors
LPL Financial (Nasdaq: LPLA) has announced that financial advisors Jason Walker, Vladimir Nikitenko, H. Scott Braswell, Rosty Tkachenko, and John Hydrick have joined LPL's platforms, aligned with Integrated Financial Group (IFG). The team, now operating as Wealthstead Financial Advisors, reported serving approximately $615 million in assets and moved from Lincoln (now part of Osaic).
Led by Army veteran Jason Walker, Wealthstead offers comprehensive financial planning services, focusing on retirement income planning and portfolio management. The team chose LPL for its integrated technology, strategic business resources, and independence. They also appreciate IFG's localized support and networking opportunities.
LPL Financial, serving over 23,000 financial advisors, emphasizes advisor independence and personalized client guidance. The company provides advisors with the flexibility to choose their business model and resources to support their practice growth.
LPL Financial (Nasdaq: LPLA) ha annunciato che i consulenti finanziari Jason Walker, Vladimir Nikitenko, H. Scott Braswell, Rosty Tkachenko e John Hydrick si sono uniti alle piattaforme di LPL, in collaborazione con Integrated Financial Group (IFG). Il team, ora operativo come Wealthstead Financial Advisors, ha dichiarato di servire circa 615 milioni di dollari in asset e si è trasferito da Lincoln (ora parte di Osaic).
Guidato dal veterano dell'esercito Jason Walker, Wealthstead offre servizi completi di pianificazione finanziaria, concentrandosi sulla pianificazione del reddito da pensione e sulla gestione dei portafogli. Il team ha scelto LPL per la sua tecnologia integrata, risorse strategiche per il business e indipendenza. Apprezzano anche il supporto localizzato e le opportunità di networking offerte da IFG.
LPL Financial, che serve oltre 23.000 consulenti finanziari, enfatizza l'indipendenza degli advisor e la guida personalizzata per i clienti. L'azienda fornisce agli advisor la flessibilità di scegliere il proprio modello di business e risorse per sostenere la crescita delle loro attività.
LPL Financial (Nasdaq: LPLA) ha anunciado que los asesores financieros Jason Walker, Vladimir Nikitenko, H. Scott Braswell, Rosty Tkachenko y John Hydrick se han unido a las plataformas de LPL, alineados con Integrated Financial Group (IFG). El equipo, que ahora opera como Wealthstead Financial Advisors, informó que atiende aproximadamente 615 millones de dólares en activos y se mudó de Lincoln (ahora parte de Osaic).
Dirigido por el veterano del ejército Jason Walker, Wealthstead ofrece servicios completos de planificación financiera, enfocándose en la planificación de ingresos para jubilación y gestión de carteras. El equipo eligió a LPL por su tecnología integrada, recursos estratégicos de negocios e independencia. También aprecian el apoyo localizado y las oportunidades de networking que ofrece IFG.
LPL Financial, que brinda servicio a más de 23,000 asesores financieros, enfatiza la independencia de los asesores y la orientación personalizada al cliente. La empresa proporciona a los asesores la flexibilidad para elegir su modelo de negocio y recursos para apoyar el crecimiento de su práctica.
LPL Financial (Nasdaq: LPLA)는 재정 고문 Jason Walker, Vladimir Nikitenko, H. Scott Braswell, Rosty Tkachenko 및 John Hydrick이 Integrated Financial Group (IFG)과 협력하여 LPL의 플랫폼에 합류했다고 발표했습니다. 이제 Wealthstead Financial Advisors로 운영되는 이 팀은 약 6억 1500만 달러의 자산을 관리하며 Lincoln(현재 Osaic의 일부)에서 이사했습니다.
군 복무 경험이 있는 Jason Walker가 이끄는 Wealthstead는 퇴직 소득 계획 및 포트폴리오 관리에 중점을 두고 종합적인 재정 계획 서비스를 제공합니다. 이 팀은 통합된 기술, 전략적 비즈니스 리소스 및 독립성을 위해 LPL을 선택했습니다. 또한 IFG의 지역 지원 및 네트워킹 기회에 감사하고 있습니다.
23,000명이 넘는 재정 고문에게 서비스를 제공하는 LPL Financial은 고문의 독립성과 맞춤형 클라이언트 안내를 강조합니다. 이 회사는 고문들에게 비즈니스 모델을 선택할 수 있는 유연성과 실무 성장 지원을 위한 리소스를 제공합니다.
LPL Financial (Nasdaq: LPLA) a annoncé que les conseillers financiers Jason Walker, Vladimir Nikitenko, H. Scott Braswell, Rosty Tkachenko et John Hydrick ont rejoint les plateformes de LPL, en collaboration avec Integrated Financial Group (IFG). L'équipe, qui opère maintenant sous le nom de Wealthstead Financial Advisors, a déclaré gérer environ 615 millions de dollars d'actifs et a déménagé de Lincoln (maintenant partie d'Osaic).
Dirigée par le vétéran de l'armée Jason Walker, Wealthstead propose des services complets de planification financière, en se concentrant sur la planification des revenus de retraite et la gestion de portefeuille. L'équipe a choisi LPL pour sa technologie intégrée, ses ressources stratégiques et son indépendance. Ils apprécient également le soutien localisé et les opportunités de mise en réseau offertes par l'IFG.
LPL Financial, qui sert plus de 23 000 conseillers financiers, met l'accent sur l'indépendance des conseillers et l'orientation personnalisée des clients. L'entreprise offre aux conseillers la flexibilité de choisir leur modèle d'affaires et des ressources pour soutenir la croissance de leur pratique.
LPL Financial (Nasdaq: LPLA) hat bekanntgegeben, dass die Finanzberater Jason Walker, Vladimir Nikitenko, H. Scott Braswell, Rosty Tkachenko und John Hydrick zu den Plattformen von LPL, in Zusammenarbeit mit Integrated Financial Group (IFG), gewechselt sind. Das Team, das jetzt als Wealthstead Financial Advisors agiert, berichtet von einem verwalteten Vermögen von etwa 615 Millionen Dollar und ist von Lincoln (jetzt Teil von Osaic) umgezogen.
Unter der Leitung des Armeeveteranen Jason Walker bietet Wealthstead umfassende Finanzplanungsdienste, mit einem Fokus auf Ruhestandseinkommensplanung und Portfoliomanagement. Das Team hat sich für LPL aufgrund seiner integrierten Technologie, strategischen Ressourcen für Unternehmen und Unabhängigkeit entschieden. Auch die lokale Unterstützung und die Networking-Möglichkeiten von IFG werden geschätzt.
LPL Financial, das über 23.000 Finanzberater betreut, hebt die Unabhängigkeit der Berater und die personalisierte Kundenberatung hervor. Das Unternehmen bietet den Beratern die Flexibilität, ihr Geschäftsmodell zu wählen und Ressourcen zu nutzen, um das Wachstum ihrer Praxis zu unterstützen.
- Wealthstead Financial Advisors brings $615 million in assets to LPL Financial
- LPL gains five experienced financial advisors from a competitor
- Expansion of LPL's advisor network and potential for increased revenue
- Strategic partnership with Integrated Financial Group may attract more advisors to LPL
- None.
SAN DIEGO, Aug. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Walker, Vladimir Nikitenko, CFP®, H. Scott Braswell, Rosty Tkachenko and John Hydrick, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Integrated Financial Group (IFG). They reported serving approximately
The Atlanta-based advisors are longtime colleagues who branched off to create a new practice, Wealthstead Financial Advisors. Led by Managing Partner Jason Walker, an Army veteran and graduate of the U.S. Military Academy at West Point, the Wealthstead team offers comprehensive financial planning services and investment advice, with a focus on retirement income planning and portfolio management. Their business primarily grew out of the nonprofit market and has a strong track record of helping clients on their path to financial success. Now, their diverse client base includes mass affluent families, executives and business owners.
After learning their former firm would be acquired, the Wealthstead team decided to survey the marketplace to find the ideal partner for the future of their business.
“After a thorough due diligence process, we felt the move to LPL was a natural fit for our team,” said Walker. “We were looking for a partner that would allow us to collaborate more effectively and use each other’s different backgrounds and specialties to better serve our clients. We believe LPL's integrated technology and strategic business resources give us more choices and robust tools to deliver exceptional experiences to our esteemed clients. We feel strongly that LPL will provide the independence and support we need to continue to grow our business the way we see fit.”
The Wealthstead team also appreciates the localized support, resources and culture found at IFG. They look forward to building connectivity with other like-minded advisors and having access to IFG study groups to help them grow.
“Integrated Financial Group is thrilled to partner with Wealthstead as they embark upon this new journey with LPL and IFG,” said Land Bridgers, CEO of Integrated Financial Group. “It has been an absolute pleasure to help Jason Walker and his team develop the Wealthstead brand as it truly reflects the values of their team and who they represent. IFG’s comprehensive mutual selection process attracts amazing financial professionals like the Wealthstead team, and we are excited to provide services and support to them as they positively influence and serve their clients and community. We are excited to welcome Wealthstead to the IFG family and into our ‘Brain Trust’ of independent financial planners.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome the Wealthstead team to LPL and congratulate IFG on growing its community of advisors. At LPL, we are steadfast in our commitment to deliver a sophisticated wealth management platform and robust business tools designed to help advisors differentiate their practices and be successful serving the needs of their clients. We are a partner for the long haul and look forward to supporting Wealthstead Financial Advisors as they continue to grow, evolve and build their ideal practice.”
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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 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") 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. Integrated Financial Group, Wealthstead Financial Advisors 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, 2023.
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FAQ
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