FSB WEALTH GROUP
WELCOMES CAMERON MYRE
Shannon, Illinois — February 24, 2023 – Cameron Myre, Client Relationship Manager, has joined FSB Wealth Group located at First State Bank Shannon-Polo-Lake Carroll.
“We are thrilled to have Cameron join our team,” said Cassandre Mlakar, Vice President, FSB Wealth Group and Wealth Advisor. “I am confident that Cameron will continue to demonstrate his commitment to excellence in his new role. We look forward to Cameron’s contributions, allowing us to expand the depth of services that we can provide to our clients.”
Cameron began his career as an intern at First State Bank Shannon-Polo-Lake Carroll in May 2022, learning many aspects of the banking and finance industry, then transitioned to a full-time position with FSB Wealth Group in February 2023. Cameron graduated May 20, 2022 with a Business Management degree from the University of Wisconsin-Parkside. Cameron was also a member of the men’s basketball team, as well as a Student- Athlete Advisory Committee Team Representative. Cameron and his family reside at Lake Carroll. In his spare time, he enjoys playing basketball, fishing and many other outdoor amenities at Lake Carroll.
Please help us welcome Cameron Myre to FSB Wealth Group!
Mlakar is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
MLAKAR AND SAAR RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
SHANNON, Illinois — January 27, 2023 – Cassandre Mlakar and Robin Wilhelms Saar, both independent LPL Financial advisors at FSB Wealth Group located at First State Bank Shannon-Polo-Lake Carroll, today announced their inclusion in LPL’s Freedom Club. With more than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based upon their business success*.
“On behalf of LPL, I’m thrilled to congratulate Cassandre and Robin,” said Pete Dorsey, LPL Executive Vice President, Institution Services Relationship Management. “It is an honor to support FSB Wealth Group with the technological infrastructure, integrated products and differentiated services that help advisors run a thriving practice. We wish Cassandre and Robin and their entire team even greater success as they continue to help their clients work towards their financial goals in the years ahead.”
Mlakar and Saar are both affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Achievement is based on top 23% of annual production among LPL Advisors only.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors. (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
FSB Wealth Group Named a 2021 Top Director Award Recipient
Outstanding Investment Services Businesses in Financial Institutions
CHAPEL HILL, NC, DECEMBER 13, 2021: Kehrer Bielan Research & Consulting today announced that FSB Wealth Group has been selected as a recipient of a 2021 Top Director Award for the outstanding performance of its investment services business. FSB Wealth Group chose to be honored collectively for the achievement.
FSB Wealth Group was one of 71 investment services leaders to be singled out for recognition in the first annual Kehrer Bielan Top Director Awards, presented by Ameriprise Financial Institutions Group. FSB Wealth Group qualified as a finalist in the small firms category. The Kehrer Bielan Top Director Awards are given to financial institutions in four categories:
• Small firms, with less than 7 advisors
• Mid-size firms with 7 to 24 advisors
• Large firms with 25 to 50 advisors
• Mega firms with more than 50 advisors
“Friendly competition among peers inspires excellence, but only if the rules are fair,” commented Dr. Kenneth Kehrer, a partner at Kehrer Bielan. “We set out to develop a transparent, data-driven process that would reward Directors whose firms excel in the selected criteria. The criteria we chose for the evaluation process are the areas that our accumulated experience as researchers and consultants tell us are critical for growth.” The members of the inaugural class of Top Directors were selected based on their firms’ performance across eleven metrics:
• Revenue penetration of deposits
• Year-over-year growth in revenue
• Advisor revenue productivity
• Clients per advisor
• Revenue per client
• Investment assets per client
• Investment assets per advisor
• Advisory revenue per advisor
• Life insurance revenue per advisor
• Asset productivity (revenue on assets)
• Advisor coverage of deposits
To earn points in any one factor, the Director’s firm needed to be among the top 100 in the category, essentially the top quartile of the 406 firms evaluated. More information on the award methodology can be found here.
“The recipients of the 2021 Top Director Awards truly represent the best performers in our community,” commented Peter Bielan, a partner at Kehrer Bielan. “These firms perform at a higher level in the key areas compared to their peers, and they couldn’t have gotten these results without superior leadership. All of this year’s winners should take great pride in having achieved this much-deserved recognition.”
About Kehrer Bielan Research & Consulting. KBR&C provides the financial advice industry with insights based on a melding of research and experience in managing the delivery of investment, insurance, and wealth management services. The firm provides performance assessment and benchmarking, human resource management and development, due diligence, consumer insights, and interpretation of industry trends through its original research, unbiased consulting, and peer study groups.
Please visit us at www.KehrerBielan.com or e-mail info@kehrerbielan.com for more information.
Kehrer Bielan Research & Consulting & Ameriprise are not affiliated with LPL Financial.
CASSANDRE MLAKAR RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
Shannon, IL — January 20, 2022 – Cassandre Mlakar, an independent LPL Financial advisor at FSB Wealth Group, today announced her inclusion in LPL’s Freedom’s Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*.
“I congratulate Cassandre Mlakar on behalf of LPL,” said Shawn Mihal, LPL Executive Vice President, Institution Services Relationship Management. “We are inspired by her dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Cassandre with robust resources, integrated capabilities and differentiated service experiences designed to help her run a thriving practice. We wish Cassandre and her entire team continued success as they create meaningful impact in the lives of their clients in the years ahead success as they continue to add value for clients and in their business in the years ahead.”
Mlakar is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021
*Achievement is based on top 23% of annual production among LPL Advisors only.
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
CASSANDRE MLAKAR RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
Shannon, IL — January 27, 2021 – Cassandre Mlakar, an independent LPL Financial advisor at FSB Wealth Group in Shannon, today announced her inclusion in LPL’s Freedom’s Club. With more than 17,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*.
“On behalf of LPL, I congratulate Cassandre on reaching this milestone in their professional career,” said Arthur Osman, LPL Financial Executive Vice President, Institution Services Relationship Management. “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. In the advisor-mediated financial advice market, investors showed how much value they place on a trusting relationship with a financial advisor. We applaud Cassandre for her commitment to clients and resiliency as a business owner, and we are inspired by her dedication to making a meaningful impact in the lives of her clients. It is an honor to support Cassandre and wish her entire team continued success as they continue to add value for clients and in their business in the years ahead.”
Cassandre Mlakar is based in Northwest Illinois and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Mlakar is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on top 30% of annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996 – 2020
LAVONNE STURTEVANT HAS JOINED FSB WEALTH GROUP Located at First State Bank Shannon-Polo-Lake Carroll
Shannon, Illinois — December 23, 2020 – Cassandre Mlakar announced Lavonne Sturtevant has joined the FSB Wealth Group team as Wealth Group Office Administrator. Lavonne plays a crucial role in the client’s experience at FSB Wealth Group. Mlakar said, “We are so excited to have Lavonne join our team! Our clients will love getting to know her and will value her superior service and confidentiality.”
Please call Lavonne at our Shannon location and say hello!
Mlakar is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
**Based on total revenues, Financial Planning magazine June 1996 – 2019
CASSANDRE MLAKAR HAS BEEN PROMOTED TO VICE PRESIDENT, FSB Wealth Group
Shannon, Illinois — December 16, 2020 – Robin Wilhelms Saar announced Cassandre Mlakar has been promoted to Vice President, FSB Wealth Group. Cassandre has been a member of FSB Wealth Group, focusing on investment and wealth management for over 11 years. She also serves as a First State Bank Director. Cassandre continues to bring a wealth of knowledge, and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities, and more.
Mlakar is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
Cassandre is available by appointment in all FSB locations, Shannon, Polo, and Lake Carroll.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
**Based on total revenues, Financial Planning magazine June 1996 – 2019
ROBIN WILHELMS SAAR RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
Shannon, Illinois — February 3, 2020 – Robin Wilhelms Saar, an independent LPL Financial advisor at FSB Wealth Group located at First State Bank Shannon-Polo-Lake Carroll, today announced her inclusion in LPL’s Director’s Club. With more than 16,000 LPL-affiliated advisors nationwide, LPL awards select advisors with this distinction based on an advisor’s business success*.
“I’m proud to congratulate Robin on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud her dedication to making meaningful impacts in the lives of her clients every day. We’re honored to support advisors like her and wish her continued success.”
Robin Wilhelms Saar is based in Northwest Illinois and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Saar is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on top 30% of annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996 – 2019
CASSANDRE MLAKAR RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
Shannon, Illinois — February 3, 2020 – Cassandre Mlakar, an independent LPL Financial advisor at FSB Wealth Group located at First State Bank Shannon-Polo-Lake Carroll, today announced her inclusion in LPL’s Freedom’s Club. With more than 16,000 LPL-affiliated advisors nationwide, LPL awards select advisors with this distinction based on an advisor’s business success*.
“I’m proud to congratulate Cassandre on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud her dedication to making meaningful impacts in the lives of her clients every day. We’re honored to support advisors like her and wish her continued success.”
Cassandre Mlakar is based in Northwest Illinois and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Mlakar is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on top 30% of annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996 – 2019
JASON MLAKAR ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE
SHANNON, Illinois — January 28, 2020 — Jason Mlakar of FSB Wealth Group located at First State Bank Shannon-Polo-Lake Carroll, recently attended Focus 2019, one of the financial advice industry’s premier conferences hosted by LPL Financial, a leading retail advisory firm and the nation’s largest independent broker-dealer. The gathering provides LPL’s network of financial professionals the chance to learn about the most relevant opportunities and challenges facing their profession today to be able to enhance the service and financial guidance they provide to their clients.
Held in San Diego, more than 4,000 financial advisors and their staff attended Focus to learn new strategies, connect with new technologies and tools, gain insight from industry leaders and make connections with their peers.
“LPL’s flagship event connects its community of advisors, together with some of the brightest experts in the industry, to be able to strengthen the relationships we have with clients, examine new financial strategies and create even more pride for the work we do in our industry,” said Mlakar. “Everything we do at FSB Wealth Group is centered on meeting the needs of our clients. And with access to the most innovative ideas and best practices taking place in our industry, we can continue to enhance the value and service we provide to our clients, helping them work toward their unique financial goals.”
Mlakar is affiliated with LPL Financial, the nation’s largest independent broker-dealer* and a leader in the retail financial advice market. LPL provides technology, resources and innovative business solutions to support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Based on total revenues, Financial Planning magazine, June 1996-2019
First State Bank Shannon Polo Lake Carroll Announces Promotion of Robin Wilhelms Saar To President and Chairman of the Board
Shannon, IL, November 21, 2019 The Board of Directors of First State Bank Shannon Polo Lake Carroll, announced the promotion of Robin Wilhelms Saar to President and Chairman of the Board of First State Bank Shannon-Polo-Lake Carroll.
As the 3rd generation of the Wilhelms family, Saar looks forward to continuing the long-standing family tradition of community banking. Robin is succeeding her father the late Omar Wilhelms, and grandfather CT Wilhelms.
“Banking has been an integral part of our family for many years and I will continue to advance our bank into the future built on our solid customer relationships and incredible team.”
Saar holds a Bachelor of Engineering degree from Purdue University and a graduate of Sheshunoff Graduate School of Banking, Louisiana State University, with a Masters of Banking. She has more than 22 years of banking experience, most recently served as Executive Vice President and Board Director at First State Bank Shannon Polo Lake Carroll and Senior Wealth Advisor at FSB Wealth Group. In addition to her new role as President, she will continue to serve her FSB Wealth Group clients.
Saar has a strong, long-standing commitment to the area communities, currently serving as President of Timber Lake Playhouse Board. She previously served as Finance Committee member of Bethel United Methodist Church, Shannon, and Highland Community College Foundation Board.
CASSANDRE MLAKAR EARNS OPPORTUNITY TO ATTEND INDUSTRY WOMEN’S LEADERSHIP FORUM
SHANNON, IL — October 7, 2019 – Cassandre Mlakar, an independent financial advisor at FSB Wealth Group located at First State Bank Shannon-Polo-Lake Carroll, is the recipient of LPL Financial’s emerging advisor scholarship, providing her the opportunity to attend the firm’s annual Women Advisors Leaders Forum, which took place Oct. 2 to 4 in Miami.
The invitation-only event gathers more than 100 of the most successful women advisors affiliated with LPL, a leading partner to independent financial advisors, to share ideas, discuss growth opportunities, celebrate achievements and nurture a community of women advisors.
“It was an honor to attend this conference to learn and hear from successful women in our industry,” Mlakar said. “As a woman in a male-dominated field, it’s refreshing to be among women who have paved a path for greater diversity in our field and who want to provide more access to financial advice. I left inspired by these women and eager to build deeper relationships with the clients we serve.”
The scholarship was designed to inspire and equip LPL women to greater success. Scholarship qualifications were at least three years of experience in the industry, at least one as an LPL advisor, and a demonstrated track record of growth. Additionally, each scholarship recipient was identified as a potential successor to take over a practice.
Bethany Bryant, LPL senior vice president, National Sales and Consulting, said the scholarship is intended to fast-track attendees’ leadership development. She added, “As we work to grow and support an inclusive and diverse advisor community, we’re highly committed to empowering our next generation of successful women advisors in their work to support America’s investors. These women are potential successors to take over a practice, and our goal is to help put them in a position to do that successfully by investing in their growth and development.”
Cassandre Mlakar provides financial services to more than 1,200 clients across the country. Mlakar provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Mlakar is an LPL Financial advisor. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*, providing resources, tools and technology that support advisors in their work to help enrich their clients’ financial lives.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Based on total revenues, Financial Planning magazine June 1996-2019
ROBIN WILHELMS SAAR RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
SHANNON, IL — August 27, 2019 – Robin Wilhelms Saar, an independent LPL Financial advisor at FSB Wealth Group in Shannon, today announced her inclusion in LPL’s Director’s Club. LPL awards select advisors, out of the more than 16,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s business success*.
“I congratulate Robin Wilhelms Saar on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud her dedication to clients and her ability to nurture trusted relationships with clients to help them work toward their financial goals. We thank Robin Wilhelms Saar for her continuous commitment to the independent model, which enables the delivery of objective financial advice, and for the opportunity to be their enabling partner. We wish her continued success.”
Robin Wilhelms Saar is based in Northwest Illinois and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Saar is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on top 40% of annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996 – 2018
INVESTMENT SERVICES located at FIRST STATE BANK SHANNON RECOGNIZED AS LPL FINANCIAL’S TOP 25 PROGRAMS
SHANNON, IL — August 14, 2019 – Investment Services located at First State Bank Shannon today announced their inclusion in LPL’s Top Program Rankings in 2019. LPL awards select programs, out of the more than 16,000 LPL-affiliated advisors nationwide, with this distinction based on total investment revenue.
Investment Services located at First State Bank Shannon is based in Shannon, Illinois and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Investment Services located at First State Bank Shannon is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
**Based on total revenues, Financial Planning magazine June 1996 – 2018
Securities and Insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. Not FDIC Insured Not Bank Guaranteed May lose value Not Insured by any Federal Government Agency Not a Bank Deposit