LPL Welcomes Legacy Premier Wealth Management
LPL Financial (Nasdaq: LPLA) has announced that financial advisors Larry Hubbard, Craig Conner, and Jade Maasch have joined LPL's broker-dealer, RIA, and custodial platforms from Ameriprise. The team, previously known as Alliance Financial Partners, has rebranded as Legacy Premier Wealth Management, serving approximately $275 million in advisory, brokerage, and retirement plan assets.
Based in Greeley, Colorado, and Cheyenne, Wyoming, the team chose LPL for its flexibility, non-proprietary investment products, and integrated platform capabilities. LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.7 trillion in brokerage and advisory assets for approximately 6 million Americans.
LPL Financial (Nasdaq: LPLA) ha annunciato che i consulenti finanziari Larry Hubbard, Craig Conner e Jade Maasch si sono uniti alle piattaforme di broker-dealer, RIA e custodia di LPL, provenienti da Ameriprise. Il team, precedentemente noto come Alliance Financial Partners, ha cambiato nome in Legacy Premier Wealth Management, gestendo circa 275 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Con sede a Greeley, Colorado, e Cheyenne, Wyoming, il team ha scelto LPL per la sua flessibilità, i prodotti di investimento non proprietari e le capacità della piattaforma integrata. LPL Financial attualmente supporta quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,7 trilioni di dollari in asset di intermediazione e consulenza per circa 6 milioni di americani.
LPL Financial (Nasdaq: LPLA) ha anunciado que los asesores financieros Larry Hubbard, Craig Conner y Jade Maasch se han unido a las plataformas de corredor-dealer, RIA y custodia de LPL, provenientes de Ameriprise. El equipo, anteriormente conocido como Alliance Financial Partners, ha cambiado de nombre a Legacy Premier Wealth Management, gestionando aproximadamente 275 millones de dólares en activos de asesoría, corretaje y planes de jubilación.
Con sede en Greeley, Colorado, y Cheyenne, Wyoming, el equipo eligió LPL por su flexibilidad, productos de inversión no propietarios y capacidades de plataforma integrada. LPL Financial actualmente apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, gestionando alrededor de 1.7 billones de dólares en activos de corretaje y asesoría para aproximadamente 6 millones de estadounidenses.
LPL Financial (Nasdaq: LPLA)는 재정 상담사인 Larry Hubbard, Craig Conner 및 Jade Maasch가 Ameriprise에서 LPL의 중개업체, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 이전에 Alliance Financial Partners로 알려졌던 이 팀은 Legacy Premier Wealth Management로 브랜드를 변경했으며, 약 2억 7천5백만 달러의 자산을 관리하고 있습니다.
콜로라도주 그릴리와 와이오밍주 샤이엔에 본사를 둔 이 팀은 LPL의 유연성, 비소유 투자 상품 및 통합 플랫폼 기능 때문에 LPL을 선택했습니다. LPL Financial은 현재 거의 29,000명의 재정 상담사와 약 1,200개의 금융 기관을 지원하며, 약 1.7조 달러의 중개 및 자문 자산을 약 600만 명의 미국인을 위해 관리하고 있습니다.
LPL Financial (Nasdaq: LPLA) a annoncé que les conseillers financiers Larry Hubbard, Craig Conner et Jade Maasch ont rejoint les plateformes de courtage, RIA et de garde de LPL en provenance d'Ameriprise. L'équipe, auparavant connue sous le nom d'Alliance Financial Partners, a été rebaptisée Legacy Premier Wealth Management et gère environ 275 millions de dollars d'actifs en conseil, courtage et plans de retraite.
Basée à Greeley, Colorado et Cheyenne, Wyoming, l'équipe a choisi LPL pour sa flexibilité, ses produits d'investissement non propriétaires et ses capacités de plateforme intégrée. LPL Financial soutient actuellement près de 29 000 conseillers financiers et environ 1 200 institutions financières, gérant environ 1,7 trillion de dollars d'actifs de courtage et de conseil pour environ 6 millions d'Américains.
LPL Financial (Nasdaq: LPLA) hat bekannt gegeben, dass die Finanzberater Larry Hubbard, Craig Conner und Jade Maasch von Ameriprise zu den Broker-Dealer-, RIA- und Verwahrplattformen von LPL gewechselt sind. Das Team, das zuvor als Alliance Financial Partners bekannt war, hat sich in Legacy Premier Wealth Management umbenannt und verwaltet etwa 275 Millionen Dollar in Beratungs-, Brokerage- und Rentenplanvermögen.
Mit Sitz in Greeley, Colorado und Cheyenne, Wyoming, wählte das Team LPL wegen seiner Flexibilität, nicht proprietären Anlageprodukten und integrierten Plattformfähigkeiten. LPL Financial unterstützt derzeit fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute und verwaltet rund 1,7 Billionen Dollar an Brokerage- und Beratungsvermögen für etwa 6 Millionen Amerikaner.
- Acquisition of team managing $275 million in assets strengthens LPL's market presence
- Company continues expansion with total assets under management reaching $1.7 trillion
- Strong advisor network of 29,000 financial advisors and 1,200 financial institutions
- None.
SAN DIEGO, March 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Hubbard, APMA™, Craig Conner, CFP®, APMA™, ChFC®, BFA™, and Jade Maasch, CFP®, BFA™, APMA™, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately
The advisors are longtime colleagues who teamed up to create a full-service wealth management firm dedicated to helping motivated clients understand their entire financial picture. Formerly Alliance Financial Partners, the team has rebranded as Legacy Premier Wealth Management with the move to LPL. They are based out of Greeley, Colo., and Cheyenne, Wyo., and are supported by Chief Operating Officer Rob Timme.
“We’re passionate about helping create a lasting legacy for our clients and their families,” Hubbard said. “Our mission is to educate and empower our clients, helping them navigate financial decisions with confidence.”
As the team continued to evolve, the advisors sought a new firm that would best support their vision for the future. Their due diligence process led them to LPL.
“By making this move, we have the flexibility to grow the practice in a way that will be seamless and non-disruptive for clients and our staff,” Hubbard said. “LPL does not offer proprietary investment products, which allows us to provide the products and services our clients need. Additionally, we appreciate LPL’s size and scale, along with its integrated, open architecture platform where we can access everything we need with a single sign-on.”
The team is committed to building long-term relationships with both clients and their communities. They actively volunteer with United Way of Weld County, Kiwanis, Muley Fanatic Foundation, Michael Ray Lee Foundation, Rocky Mountain Elk Foundation and American Cancer Society.
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Larry, Craig and Jade to the LPL community and congratulate them on the launch of Legacy Premier Wealth Management. Advisors who join LPL have access to dedicated support teams and integrated capabilities that allow them to run high-performing practices, maintain operational efficiency and focus on their clients. We look forward to supporting the entire Legacy team 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. Legacy Premier Wealth Management 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 as reported to LPL
Media Contact:
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