Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial
June 25 2024 - 7:55AM
LPL Financial LLC announced today that financial advisor Danielle
Qualls has joined LPL Financial’s broker-dealer, RIA and custodial
platforms, teaming up with existing firm Bergkamp Financial. She
reported having served approximately $160 million in advisory,
brokerage and retirement plan assets* and joins LPL from Stifel,
Nicolaus and Co.
A Kansas native, Qualls started her career in corporate
accounting before making the switch to wealth management in 1999.
She focuses on connecting with clients at a multigenerational level
to develop financial strategies aimed at building family legacies.
Looking to extend that collaborative approach to a team setting
while enjoying the benefits of independence, Qualls turned to LPL
to help find an established practice that fit her goals, clients
and personality. This led her straight to women-led Bergkamp
Financial.
“I wanted to provide more services and go farther,” Qualls said.
“I knew that I’d need to work with a team that had different
experiences and specialties. With LPL and Bergkamp Financial, there
is opportunity to collaborate by teaming up on what works best for
clients.”
Led by Managing Partners Amy McKinley and Lori Zern, Bergkamp
Financial serves a wide range of clients, focusing on comprehensive
wealth strategies, planning for retirement, investments, life
insurance, annuities and long-term care insurance. The practice
also includes financial advisors Ryan Zern and Sam Milner, and
advisor assistant Katherine Reif.
Bergkamp Financial has been with LPL since 2021. The Bergkamp
team said they appreciate how LPL’s open architecture platform,
robust research capabilities — including the weekly commentary —
and insurance product offerings have enhanced their ability to
produce strategies that address the unique needs of their broad
client base and drive the practice forward.
According to Zern, adding Qualls to the team made sense for the
next phase of their growth. “Danielle has the skills and knowledge
that we need to build out our services for the benefit of our
clients. She shares the same strong work ethic, empathy and
compassion, making her the right addition.”
McKinley added, “We have a wide client base, from farmers to
teachers to business owners, and we’ll continue to build on our
rural grassroots business as we go. With Danielle joining us, we
are looking forward to enhancing our services as a whole and
joining our efforts for more holistic planning. We’re very excited
for the future.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Danielle to LPL Financial. At LPL,
we are committed to providing independent advisors with robust,
integrated capabilities and a comprehensive suite of tools and
resources designed to support their unique business goals. We look
forward to seeing Bergkamp Financial continue to grow, expand their
services and deliver exceptional value to their clients.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving nearly 23,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Bergkamp Financial
and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
Connect with Us!
https://twitter.com/lpl
https://www.linkedin.com/company/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
Media
Contact:Media.relations@LPLFinancial.com(706) 254-4100
Tracking #592878
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
From May 2024 to Jun 2024
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
From Jun 2023 to Jun 2024