LPL Financial Welcomes Michigan Retirement Advisors
“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.” – Steve Case
CHARLOTTE, N.C. – May 15, 2019 – LPL Financial LLC, 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 LPL Financial News and Media section of LPL.com.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
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, Financial Planning magazine June 1996-2018
Michigan Retirement Advisors and LPL Financial are separate entities