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Former Ameriprise Advisors with $550 Million Book Join LPL Financial

Former Ameriprise Advisors with $550 Million Book Join LPL Financial. Adviser, broker, broker-dealer, financial services, investment adviser, LPL Financial, registered investment advisor, RIA
Former Ameriprise Advisors with $550 Million Book Join LPL Financial. Adviser, broker, broker-dealer, financial services, investment adviser, LPL Financial, registered investment advisor, RIA

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that five financial advisors with ViewPoint Wealth Partners have joined LPL Financial’s broker-dealer, registered investment advisors and custodial platforms.

The team, which joins LPL from Ameriprise, reported having served approximately $550 million in advisory, brokerage and retirement plan assets.

Based in Independence, Ohio, the team was founded by advisors Paul LaBanc and Donald Grassi who formed their initial partnership in 2001. Over the years, various advisors and staff joined the team, which now includes fellow advisors Michael Kozlowski, Brian Miller and Jennifer Bower, director of Client Relations Theresa Guerini and two support staff members. Collectively, the advisors have more than 115 years of industry experience.

“Our goal as a team is to help take the guesswork and uncertainty out of retirement planning,” LaBanc said. “We work together to help ensure clients have a road map that encompasses their entire financial picture. We make a point to educate clients so they can better understand complex issues and hopefully avoid potential stress in the decision-making process. We take pride in making a difference in the lives of our clients.”

LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 560 independent registered investment advisor firms nationwide.

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