Based in Portage, Mich., 626 Financial was founded in 2009 by Anderton’s cousin and uncle, Brant and Robert Shrimplin. The firm specializes in wealth management services, focusing on investors under 40 with more than $500,000 of investible assets as well as retirement planning.
Tom Anderton said, “LPL offers us the independence to be able to enhance our client service and investment options. We also appreciate LPL’s technology resources and the ability to align with a team we know and trust with 626 Financial. Ryan and I are excited to be a part of the 626 family and to continue supporting the financial needs of our clients with a flexible and robust platform.”
“I’m incredibly excited about adding a team of Tom and Ryan’s caliber,” said Shrimplin. “We are able to continue our roots as a family-based firm with a team that shares our strategic vision, focusing on delivering wealth management services to our clients’ now and well into the future.”
“On behalf of LPL, I welcome Tom and Ryan to LPL and congratulate the 626 founders for establishing a thoughtful succession plan,” said Craig Kamis, LPL executive vice president, Business Development. “Tom and Ryan are not even 40 years old and have already proven to be leaders in our industry. We are excited to be able to attract more diversity to our firm to be able to serve the next generation of investors. We look forward to a long-term relationship with the entire 626 Financial team. ”
*Asset numbers reported are based on prior business and have not been independently and fully verified by LPL Financial.
Advisory services offered through LPL Financial, a registered investment advisor.