October 2, 2023


Passion For Business

LPL Financial, Cornerstone Wealth Management Welcome Planify Group

CHARLOTTE, N.C., Feb. 08, 2022 (World NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) declared currently that Planify Group has joined LPL Financial’s broker-dealer, company registered financial commitment advisor (RIA) and custodial platforms, aligned with LPL-affiliated company Cornerstone Wealth Management. Signing up for from MassMutual, Planify Team reported to LPL that it served roughly $550 million in advisory, brokerage and retirement system belongings.*

Primarily based in St. Louis, Planify is comprised of monetary advisors Todd Gentry, Joe Heitkamp, Nick Dragan, Valerie Baker, Shannon Lewandoski and Rachel Burks. Every team member delivers different places of encounter and creative imagining to their function serving a wide variety of shoppers, together with small business owners, affluent people, specialists and the unique needs community. By means of their function, the Planify staff aims to help deal with their clients’ distinctive desires through holistic strategies rooted in individualized monetary arranging, options-oriented difficulty resolving and complete expense guidance.

“Over the years, our team has created a strong basis of shared priorities and values,” Heitkamp mentioned. “Primarily, we have cultivated a ‘client-first’ mentality that translates into everything we do. Our prioritization approach is straightforward: we deal with economical preparing for our shoppers to start with and foremost, then tackle methods and trouble resolving following we feel assured that we have included our bases.”

Planify chose to align with LPL and Cornerstone to put into action a new business enterprise system that would enable them increase their capabilities and much better provide their shoppers. “We genuinely care about our clients, and with Cornerstone and LPL we’re ready to place them initial. Improved technology and abilities ended up yet another big draw for us we wanted some thing seamless, intuitive and protected, which we uncovered at LPL. With much more freedom, impartial options and an open architecture system, we’re able to offer much more in depth and individualized activities to our purchasers to better assist them maintain a life-style both equally now and in the future,” Lewandoski said, noting they also appreciate the more layer of methods from Cornerstone, which includes genuine estate, marketing and advertising and compliance.

Joe Keifer, Cornerstone co-founder and taking care of partner, said: “Cornerstone Prosperity Management is fired up to welcome this sort of an expert and enthusiastic team of money experts to our developing community of unbiased advisors across the state. Planify Team is a great healthy for Cornerstone, as they share our aim on supplying custom made money assistance that allows men and women appreciate their recent passions even though arranging for their future demands. We’re delighted to assist Valerie, Nick, Todd, Joe, Shannon, and Rachel as they pursue their specialist targets and tutorial their clientele to ‘Plan Well. Reside Effectively.’”

Scott Posner, LPL executive vice president, Organization Development, said: “We welcome Planify Team to the LPL Economic local community, and we congratulate Cornerstone on developing its network of advisors. This team’s collective skillset and expertise across prosperity management, exclusive desires organizing and behavioral finance align completely with our values and targets right here at LPL. We remain dedicated to offering strong sources, business methods and progressive abilities created to support our advisors differentiate their apply and thrive. We’re seeking forward to supporting this group and adhering to their achievement in the several years to appear.”

Advisors, uncover an LPL organization development representative near you.

About LPL Money:
LPL Money (Nasdaq: LPLA) was started on the principle that the agency need to function for the advisor, and not the other way close to. Nowadays, LPL is a chief in the marketplaces we serve,** supporting almost 20,000 economic advisors, and approximately 800 establishment-primarily based financial investment systems and 500 impartial RIA companies nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that Individuals deserve access to individualized steering from a monetary advisor. At LPL, independence signifies that advisors have the independence they are worthy of to opt for the small business model, solutions, and technology methods that allow for them to operate their ideal observe. And they have the liberty to take care of their shopper relationships, due to the fact they know their consumers very best. Simply place, we choose care of our advisors, so they can just take treatment of their shoppers.

**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S. (Based mostly on whole revenues, Monetary Setting up magazine 1996-2021) No. 1 supplier of third-social gathering brokerage expert services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 Firm as of June 2021. LPL and its affiliated businesses supply economic products and services only from the United States.

* Worth approximated centered on asset and keeping information furnished to LPL from the calendar year 2021

Securities and advisory products and services supplied by means of LPL Economic LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/ SIPC

During this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or expenditure advisor reps affiliated with LPL Financial LLC. We routinely disclose details that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.

Planify Group, Cornerstone Prosperity Administration and LPL Economical are individual entities.

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Media Speak to:
Shannon Greene
(704) 996-1840
[email protected]