Press release
LPL Financial Welcomes Tennant Financial
SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Tennant Financial have joined LPL Financial’s
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Tennant Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual. Based in Ballston Lake, near Saratoga Springs, N.Y., the team led by Steven Tennant, CFP®, Jeremy Berry, CPA and Ryan Wade, MBA, CFA®, provides financial services to clients throughout New England and nationwide. The three have collaborated since 2000 and together have 75 years of financial services and investment planning experience. The team primarily serves high-net-worth families, corporate executives, business owners, and medical professionals, as well as individuals navigating life transitions. Their holistic approach to financial services integrates retirement, investments, income and estate taxes, and charitable giving, creating a seamless strategy that supports clients across generations. “We make it a priority to truly understand our clients—their ambitions, their challenges and what they hope to achieve,” said Tennant. “From there, we craft personalized strategies and clear roadmaps designed for long-term success. By coordinating with all relevant stakeholders and fiduciaries, our team ensures a seamless progression toward our clients’ financial goals. In many ways, we serve as a personal CFO for the families and businesses we support, bringing structure and harmony where there was once complexity. This comprehensive, client-centered approach is what sets us apart from other firms.” Why Tennant Financial Chose LPL Seeking greater independence, flexibility, and access to advanced technology for their clients, the team, which also includes Nancy Monroe, Jason Blair, Stephanie Van Grinsven, Kat Herdzik, Lisa Skiba, Karen Scinto, Jenna Medina Badgley and Whitney Walker, joined LPL. “Our research and planning process, combined with and LPL’s technology and integration capabilities, were key factors in our decision. The technological landscape has advanced so quickly in the last five years, and we’re excited to bring that to bear for our clients and team,” said Berry. “We are on the cusp of significant change fueled by AI and the impact it will have on our abilities as advisors to...