April 24, 2024


Passion For Business

LPL Financial, The Network Welcome Clearview Wealth Partners

CHARLOTTE, N.C., Nov. 23, 2021 (Globe NEWSWIRE) — LPL Monetary LLC announced today that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-vendor, company registered investment advisor (RIA) and custodial platforms. They are aligned with The Monetary Services Network, an current LPL significant organization. The Clearview team documented having served close to $500 million in advisory, brokerage and retirement strategy belongings*. They be a part of from Lincoln Monetary Advisors.

Clearview Wealth Partners is a total-assistance prosperity management firm that primarily serves enterprise house owners, company executives and expert athletes. The team is led by managing partners and cofounders Invoice Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow fiscal advisors Ashley Sawyer and Mike Lemas and a four member workplace assistance team. They function out of a few places of work dependent in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.

The team’s fiduciary accountability and commitment to delivering differentiated customer assistance led them to locate new partners in LPL and The Network. “We are energized to shift to a thoroughly independent platform with LPL’s strong electronic technology, put together with The Network’s neighborhood assistance and more assets. We feel our consumers will reward from an improved working experience correct out of the gate with a solitary portal to access account data, along with total transparency,” Roland reported.

Westermeyer included, “We are energized to launch our new title and manufacturer, with the Clearview title denoting transparency. This shift assures our consumers will have innovative resources and assets obtainable to them. We glance ahead to increasing our practice and supporting consumers make superior conclusions around their fiscal health and fitness, investment management, estate arranging, all round possibility management, enterprise continuity arranging, employee added benefits and company retirement designs.”

Christopher Mercado, managing lover and main investment strategist with The Monetary Services Network, stated, “As the needs of much more refined prosperity management corporations increase, The Network’s enterprise product proceeds to attract leading places of work throughout the place. We are delighted to welcome Jim, Invoice and the prolonged team at Clearview Wealth Partners, as we glance ahead to functioning alongside one another to elevate their customer working experience by our collective partnership with LPL Monetary.”

Scott Posner, LPL government vice president, Business enterprise Enhancement, stated, “We welcome Jim, Invoice, Ashley and Mike to LPL, and congratulate The Network for increasing its community of high quality advisors. We are honored that the Clearview team regarded LPL’s stability to provide as a prolonged-time period lover for their firm and consumers. We remain fully commited to investing in our advisors’ corporations to provide differentiated capabilities, integrated technology and innovative options designed to assistance them prosper. We glance ahead to a prolonged-long lasting romance with Clearview Wealth Partners.”

Advisors, locate an LPL enterprise advancement representative near you.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was launched on the principle that the firm should really operate for the advisor, and not the other way around. Nowadays, LPL is a leader** in the markets we provide, supporting much more than 19,000 fiscal advisors, 800 institution-dependent investment courses and 450 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that Individuals should have access to personalised steering from a fiscal advisor. At LPL, independence usually means that advisors have the freedom they should have to pick out the enterprise product, expert services, and technology assets that permit them to run their best practice. And they have the freedom to control their customer associations, because they know their consumers ideal. Basically set, we get care of our advisors, so they can get care of their consumers.

** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Dealer in the U.S (Dependent on overall revenues, Monetary Scheduling magazine 1996-2021) No. 1 service provider of third-get together brokerage expert services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Dependent on prior enterprise and signifies belongings that would have been custodied at LPL Monetary, rather than third-get together custodians. Noted belongings and customer quantities have not been independently and thoroughly confirmed by LPL Monetary.

Securities and advisory expert services offered by LPL Monetary LLC, an SEC- registered broker-vendor and investment advisor. Member FINRA/ SIPC

All through this communication, the terms “financial advisors” and “advisors” are employed to refer to registered reps and/or investment advisor reps affiliated with LPL Monetary LLC. We routinely disclose data that might be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.

Clearview Wealth Partners, The Monetary Services Network and LPL Monetary are different entities.

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Media Speak to:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]