World News: 14:00 GMT Wednesday 15th May 2019. [LPL Financial Holdings, Inc. via Globe Newswire via SPi World News]
CHARLOTTE, N.C., May 15, 2019 (GLOBE NEWSWIRE) -- , a leading retail investment advisory firm and independent broker-dealer, today announced that Michigan Retirement Advisors has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms. The team reported having served approximately $140 million of client brokerage and advisory assets*. They join from FSC Securities Corporation, part of Advisor Group.
The Bloomfield Hills, Mich.-based firm is led by President Steve Case CFP, who has over 27 years of experience. He is joined by financial advisors Evan Pawloski and Adam Weiner, a former Navy Seal, as well as financial planner Ryan West, client manager Ashley Darga and specialist Pam Jankowski. The group strives to help clients pursue their financial goals by managing retirement plans as well as working directly with small business owners and individuals seeking personal wealth management.
“Our firm’s focus is helping more people take action so they can be prepared for retirement,” Case said. “I found that LPL offers extensive support for advisors serving retirement plans, including having consultants to work with who are focused on this area of the business and a wide range of resources that I can use to help my clients work toward their retirement goals. We also have the capability to support clients with wealth management services, too, making it possible to serve the scope of needs our clients have.”
Rich Steinmeier, LPL Financial managing director and divisional president, Business Development, said, “We are committed to providing our advisors with leading capabilities and resources that enable them to serve the full range of wealth management needs clients have, and that includes retirement plans. Americans need access to retirement savings more than ever before, and we are proud to welcome Steve and the Michigan Retirement Advisors team and support the important work they do to serve this need. We will continue to invest and innovate to deliver the tools and technology that empower advisors to grow their businesses in the way that adds value to the clients they serve.”
Read about other firms that recently joined LPL in the of LPL.com.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.**Based on total revenues, magazine June 1996-2018Michigan Retirement Advisors and LPL Financial are separate entities
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Globe Newswire: 14:00 GMT Wednesday 15th May 2019
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