Press release
LPL Financial Welcomes Wealthstead Financial Advisors
SAN DIEGO, Aug. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Walker, Vladimir Nikitenko, CFP®, H. Scott
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Aug. 15, 2024 (GLOBE NEWSWIRE) -- 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 br...