LPL Financial LLC announced that financial advisor Brian Olson has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.
Olson reported having served approximately $150 million in advisory, brokerage and retirement plan assets, and joins LPL from Edward Jones.
Located in Lincolnshire, Illinois, a suburb of Chicago, Olson founded Forte Financial Planning with the move to LPL. Olson has a background in institutional investing, pension administration, 401(k) management and credit data which allows him to serve clients more holistically. He is joined by longtime client service manager Mariann Rubin.
“Forte means ‘strength, expertise and proficiency,’ which, along with integrity, are the key themes I aspire to exude at my new independent practice,” said Olson, who takes a comprehensive approach in his work to provide personalized strategic investment advice and planning for families, small business owners and high-net-worth individuals.
LPL says Olson believes the independent model allows him to put his clients’ best interests first. According to the company, it was important for him to partner with a wealth management firm that does not offer proprietary investment products, thus allowing him to provide professional and personalized advice based solely on each client’s unique financial situation and goals.
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.