CHARLOTTE, North Carolina, December 21, 2020 (GLOBE NEWSWIRE) – LPL Financial LLC (Nasdaq: LPLA), a leading retail investment advisory firm, independent brokerage and registered investment adviser (RIA) custodian , announced today that financial advisor Bryan Schneider has joined LPL Financial’s broker-dealer and corporate RIA platforms, leveraging LPL as a custodian. He said he has served approximately $ 425 million in advisory, brokerage and pension assets *. He joined LPL from JP Morgan Securities.
Schneider joins the existing advisory group of Professional Wealth Advisors (PWA), an LPL wealth management team based in Downers Grove, Illinois. He brings more than two decades of experience to the team, having launched his career supporting the back office of a trust company. and rose through the ranks to his position as partner wealth advisor managing the assets of around 400 households *. Schneider takes pride in helping clients pursue their financial goals through personalized plans and strategies.
He chose to partner with LPL Financial and Professional Wealth Advisors in order to improve his practice and provide more comprehensive wealth management. “I wanted to go somewhere where I had more freedom and autonomy. At LPL, I am able to provide estate and financial planning, as well as asset management, and have access to a wide range of products and services that can be customized for my clients’ needs ”, Schneider said. “Coming from an established platform, it was important that I received the support and affiliation from a strong and reputable partner such as LPL. The level of innovative technology has transformed the way we open new accounts and manage my business volume.
With an additional layer of support from Professional Wealth Advisors, Schneider is able to focus on its clients by having in-house operations and customer service staff to assist with most business aspects. He also appreciates being able to work side by side with other like-minded advisors within the group to share ideas and best practices.
“Our team is growing rapidly with experienced and dedicated finance professionals. We are fortunate to partner with an advisor of Bryan’s caliber and we appreciate their contributions to clients, ”said Josh Gerry, Managing Partner at Professional Wealth Advisors. “Our firm’s goal is to be a family office for each of our clients and to work to keep our promises to each of them. Bryan fits perfectly with our culture and the goals of our company. On behalf of the entire PWA team and my partners, Steve and Pete, we welcome Bryan.
Rich Steinmeier, Managing Director of LPL Financial and Division President, Business Development, said, “We welcome Bryan to the LPL family and congratulate Professional Wealth Advisors for expanding their team. Our one and only goal is to support our advisors, and we do this by helping them create differentiated practices and win in their markets. We will continue to use our size and scale to create value for our advisors, including investing in innovative technologies and business resources that can help them be more successful by serving their clients effectively and efficiently. We look forward to supporting Bryan and the entire Professional Wealth Advisors team for years to come.
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About LPL Financière
LPL Financial (https://www.lpl.com) is a market leader in retail financial advice, the country’s largest independent brokerage ** and a leading custodian (or custodian service provider) of RIA. We serve independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and develop successful practices. . LPL enables them to provide objective advice to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
* Based on past business and represents assets that would have been held by LPL Financial, rather than third party custodians. Reported assets and customer numbers have not been independently and fully verified by LPL Financial.
** Based on total revenues, Financial planning review June 1996-2020.
Securities and advisory services offered by LPL Financial LLC, an SEC registered brokerage and investment advisor. FINRA / SIPC member.
Throughout this communication, the terms “financial advisers” and “advisers” are used to refer to the registered representatives and / or representatives of the investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Professional Wealth Advisors and LPL Financial are separate entities.
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