Advisors Be a part of LPL Monetary, Stratos to Launch Impartial

CHARLOTTE, NC, February 17, 2022 (Globe Newswire) — LPL Monetary LLC right this moment introduced that monetary advisor Jason J. Howard, CFPCIMA, AIF, Shane Kunj, CFP, CIMA and Chad Horn, CPWA have joined LPL Monetary to begin Final result Non-public Wealth, an impartial train. They’re related to Stratos Wealth Companions. The staff is reported to have served $1 billion in advisory, brokerage and retirement planning belongings. * They be a part of Wells Fargo Advisors.

Based mostly in Salt Lake Metropolis, the trio of consultants have labored collectively for greater than a decade, every bringing a novel background and perspective to the agency. Collectively, they supply holistic funding recommendation, monetary planning and cash care to prosperous households, professionals, enterprise homeowners and retirees. The Final result Non-public Wealth staff additionally consists of 4 workplace assist workers members.

“We’re a real staff with the identical core values, and we’ve got constructed this observe with a laser concentrate on monetary outcomes for our shoppers. Our aim is to assist simplify the more and more advanced monetary panorama and enhance our shoppers’ time. and to offer sustainable methods to assist lower your expenses,” mentioned Horn, a former medical gross sales supervisor who switched careers after turning into a monetary planner to assist others navigate their monetary street. Impressed Map.

Consequently consultants turned to LPL and Stratos for better freedom and autonomy, in addition to superior know-how and the power to ship differentiated experiences to shoppers. “Over time, we’ve got been accustomed to serving clients with a number of the greatest sources, however as we developed, we acknowledged the necessity for a brand new companion. Transferring to LPL and Stratos, we’ve got been capable of mix our expertise with our clients with revolutionary capabilities. We now have the flexibleness to serve clients and provides them the expertise they deserve,” Howard mentioned.

Kunj mentioned, “Our shoppers are our No. 1 precedence. Realizing about all the extra sources from LPL and Stratos—every part from buying and selling capabilities to shopper administration software program to further tax-based monetary planning instruments—it was inconceivable to stay as much as the altering atmosphere. “We needed to convey extra to the desk. We’re excited to be in a spot we might be pleased with, and we stay up for offering our clients with a extra private contact.”

The transfer offers the staff extra alternatives to develop their observe by way of M&A, in addition to generate further income by working intently with facilities of affect reminiscent of legal professionals and CPAs.

Stratos Founding Associate and Chief Growth Officer, Charles Shapiro, mentioned, “It is a very aggressive recruitment panorama, particularly for high-potential personal banking groups. We’re extraordinarily honored that Jason, Chad, Shane and Their group has chosen to affix Stratos Wealth as our latest companions. Utah has been an ideal marketplace for our firm to develop and we’re proud to assist Final result Wealth of their growth plans available in the market.

Scott Posner, LPL’s Govt Vice President, Enterprise Growth, mentioned, “We warmly welcome Jason, Shane and Chad, and are honored that they turned to LPL and Stratos of their journey to independence. This one There’s a staff that was on the lookout for a development companion who might serve them for a very long time.For consultants to have the power to achieve the total potential of their enterprise, they want a companion dedicated to their success; one who has We now have the dimensions, experience and capital to speculate and regularly develop to satisfy the related wants of our enterprise and shoppers. And that is precisely what we do right here at LPL. Our sole mission is to assist our advisors to assist their shoppers grow to be their shoppers. We stay up for an enduring and productive relationship with Final result Non-public Wealth.”

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About LPL Monetary:
LPL Monetary (Nasdaq: LPLA) was based on the precept that the agency ought to act for an advisor, not vice versa. In the present day, LPL is a pacesetter within the markets we serve,** supporting roughly 20,000 monetary advisors, and has roughly 800 institution-based funding packages and 500 impartial RIA companies nationwide. We’re steadfast in our dedication to an advisor-focused mannequin and the idea that People need to obtain customized steering from a monetary advisor. In LPL, independence implies that consultants have the liberty they’re able to select the enterprise mannequin, providers and know-how sources that permit them to run their whole observe. And so they have the liberty to handle their buyer relationships, as a result of they know their clients greatest. Merely put, we deal with our consultants, in order that they’ll deal with their shoppers.

About Stratos Wealth Companions
Stratos Wealth Companions is a number one impartial, companion owned and registered funding advisory (RIA) agency. Established in 2009, the agency gives operational, strategic and revenue-generating sources in addition to a dependable infrastructure, permitting consultants to develop and develop their very own enterprise. Since its founding, Stratos has grown to 275 impartial advisors. Stratos Wealth Companions, Ltd., an SEC registered funding advisor, manages greater than $10.33 billion in advisory belongings, and greater than $8.28 billion in brokerage by way of LPL Monetary for a complete of $18.61 billion as of December 31, 2021. Advises on belongings managed by third events.

**Prime RIA Patrons (Cerulli Associates, 2020 US RIA Market Report); No. 1 impartial broker-dealer within the US (based mostly on whole income, Monetary Planning Journal 1996-2021); 1 supplier of third-party brokerage providers to banks and credit score unions (2020-2021 Kehrer Baylan Analysis & Consulting Annual TPM Report); Fortune 500 firm by June 2021. LPL and its affiliated firms present monetary providers solely from the US.

* Estimated worth based mostly on asset and holding particulars offered to LPL from the yr 2021 onwards

Securities and advisory providers supplied by way of LPL Monetary LLC, an SEC-registered broker-dealer and funding advisor. Member FINRA/SIPC
Funding recommendation can also be supplied by way of Stratos Wealth Companions Restricted, a registered funding advisor.

All through this communication, the phrases “Monetary Advisor” and “Advisor” are used to seek advice from registered representatives and/or funding advisor representatives affiliated with LPL Monetary LLC. We recurrently disclose data that could be essential to shareholders within the “Investor Relations” or “Press Releases” part of our web site.

Final result Non-public Wealth, Stratos Wealth Companions and LPL Monetary are separate entities.

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