LPL Financial Welcomes Wealthstead Financial Advisors
August 15 2024 - 7:55AM
LPL Financial LLC announced today that financial advisors Jason
Walker, Vladimir Nikitenko, CFP®, H. Scott Braswell, Rosty
Tkachenko and John Hydrick, CFP®, have joined LPL Financial’s
broker-dealer, RIA and custodial platforms, aligned with existing
firm Integrated Financial Group (IFG). They reported serving
approximately $615 million in advisory, brokerage and retirement
plan assets* and join LPL from Lincoln, now part of Osaic.
The Atlanta-based advisors are longtime colleagues who branched
off to create a new practice, Wealthstead Financial Advisors. Led
by Managing Partner Jason Walker, an Army veteran and graduate of
the U.S. Military Academy at West Point, the Wealthstead team
offers comprehensive financial planning services and investment
advice, with a focus on retirement income planning and portfolio
management. Their business primarily grew out of the nonprofit
market and has a strong track record of helping clients on their
path to financial success. Now, their diverse client base includes
mass affluent families, executives and business owners.
After learning their former firm would be acquired, the
Wealthstead team decided to survey the marketplace to find the
ideal partner for the future of their business.
“After a thorough due diligence process, we felt the move to LPL
was a natural fit for our team,” said Walker. “We were looking for
a partner that would allow us to collaborate more effectively and
use each other’s different backgrounds and specialties to better
serve our clients. We believe LPL's integrated technology and
strategic business resources give us more choices and robust tools
to deliver exceptional experiences to our esteemed clients. We feel
strongly that LPL will provide the independence and support we need
to continue to grow our business the way we see fit.”
The Wealthstead team also appreciates the localized support,
resources and culture found at IFG. They look forward to building
connectivity with other like-minded advisors and having access to
IFG study groups to help them grow.
“Integrated Financial Group is thrilled to partner with
Wealthstead as they embark upon this new journey with LPL and IFG,”
said Land Bridgers, CEO of Integrated Financial Group. “It has been
an absolute pleasure to help Jason Walker and his team develop the
Wealthstead brand as it truly reflects the values of their team and
who they represent. IFG’s comprehensive mutual selection process
attracts amazing financial professionals like the Wealthstead team,
and we are excited to provide services and support to them as they
positively influence and serve their clients and community. We are
excited to welcome Wealthstead to the IFG family and into our
‘Brain Trust’ of independent financial planners.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome the Wealthstead team to LPL and
congratulate IFG on growing its community of advisors. At LPL, we
are steadfast in our commitment to deliver a sophisticated wealth
management platform and robust business tools designed to help
advisors differentiate their practices and be successful serving
the needs of their clients. We are a partner for the long haul and
look forward to supporting Wealthstead Financial Advisors as they
continue to grow, evolve and build their ideal practice.”
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 more than 23,000
financial advisors, including advisors at approximately 1,000
institutions and at approximately 580 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.
Integrated Financial Group, Wealthstead Financial Advisors 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.
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