Business
LPL Financial Welcomes Maier & Associates Financial Group, Inc.
SAN DIEGO, Jan. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Wayne Maier and the team at Maier & Associates Financial
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Jan. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Wayne Maier and the team at Maier & Associates Financial Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The firm reported serving approximately $615 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James Financial Services. With more than 45 years of industry experience, Wayne founded Maier & Associates Financial Group in 1984 with a goal of providing comprehensive services based on clients’ best interests. The Bay City, MI., practice has since evolved into a three generation, community-focused legacy business that includes fellow financial advisors Joseph Maier, Michael Wilcox, Greg Dahlberg, Sharyn Dansa and Logan Maier, paraplanners Adam Wohlschied and Bret Naylor, CFO Laura Maier and seven support staff members. “At Maier & Associates, when we say the client comes first it’s not a cliché. This is who we are,” Wayne said. “Everything we do is to help our clients build wealth and plan for the future based on their comfort level, with their best interests in mind. We tell our clients, ‘When you invest with our company, you’re partnering with a family that will manage its money like it’s managing its own.’” Their commitment to excellence prompted the team to find a new wealth management firm to partner with for the next chapter of their business. They turned to LPL after an in-depth search, recognizing LPL offers more freedom, flexibility and choice. “We believe it’s of upmost importance to have true independence that allows us to operate on our own terms, without corporate mandates and outside influence. We found that at LPL,” Wayne said. “This move allows us to stay client-focused, which has been a priority ever since I opened the business. We now have access to a wide range of innovative capabilities and resources that will enhance client experiences, and we have the ability to decide what tools we want to use to better our service.” The firm is deeply committed to giving back to the community through the Maier & Associates Charitable Foundation. In addition, Wayne and team have supported numerous charities over the years including Toys for Tots, Boys & Girls Clubs, Good Samaritan Rescue Mission, Toni & Trish House, Safe Harbor Kitchen, Child Abuse and Neglect...