LPL Financial Welcomes Waznik Heike GroupSAN DIEGO, July 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the team of 11 financial advisors from Waznik Heike Group have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $750 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
LPL Financial Announces Second Quarter 2025 Earnings Release Date and Conference CallSAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 31. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.
LPL Financial Welcomes The Narmi Group Investment Management to Linsco ChannelSAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Charlie Narmi and Theresa Rynaski, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch The Narmi Group Investment Management. They reported serving approximately $870 million in advisory, brokerage and retirement plan assets* and join LPL from Robert W. Baird & Co.
LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, Measured ExpectationsThis annual report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios
Bell Wealth Partners Launches with Support of LPL Strategic Wealth ServicesSAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new independent practice, Bell Wealth Partners, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported serving approximately $450 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.
LPL Financial Welcomes Resilient Wealth ManagementSAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Resilient Wealth Management. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.
LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and LendingHoltschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service
LPL Financial Welcomes Wyatt Wealth ManagementSAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Wyatt Wealth Management. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben PrchalSAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm Strategic Wealth Group. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management.
LPL Financial Reports Monthly Activity for May 2025SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for May 2025.
EverMark Investment Partners Launches with Support from LPL Strategic WealthThe Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation Model
LPL Financial Welcomes Runyan CapitalSAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities.
LPL Financial Welcomes Loomis Wealth ManagementSAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of Loomis Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from L.M. Kohn & Company.
Arv Private Wealth Launches with Support from LPL Strategic WealthSAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, Arv Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC.
LPL Financial to Present at the William Blair Growth Stock ConferenceSAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that Matt Audette, President and Chief Financial Officer, will present at the William Blair Growth Stock Conference on June 4.
LPL Financial Welcomes Mai Park Capital to Linsco ChannelSAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to launch Mai Park Capital. She reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch.
