Securities Service Network LLC, an independent advisory and brokerage firm and wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Retirement Planning Group, based in Saratoga Springs, N.Y., which has approximately $180 million in client assets.
Retirement Planning Group consists of three financial advisors, an insurance coordinator and two support staff. Dave Kopyc, who leads the practice, is a chartered retirement planning counselor previously affiliated with Ameritas Investment Corp. He has 35 years of financial services experience and hosts a weekly radio program called The Retirement Planning Show.
Retirement Planning Group specializes in providing pre- and post-retirement planning for high-net-worth individuals and business owners, which includes tax planning and tax reduction strategies as well as insurance solutions.
“We’ve had an incredibly productive year of building out all the key groundwork we need to thrive as a provider of comprehensive solutions to tax-savvy financial planners who are seeking more sophisticated platforms and looking for partners that go beyond high-volume turnkey service,” said Wade Wilkinson, president and chief executive officer of SSN. “Recruiting RPG demonstrates our success on that front.”
Throughout 2018, Securities Service Network said that it has focused on supporting tax-focused independent financial advisory teams by developing the educational resources and analytical tools that these practices need to serve their clients.
Based in Knoxville, Tennessee, Securities Service Network was founded in 1983 as one of the nation’s first fee-based firms in the independent retail financial advice space. The firm supports over 330 independent financial advisors with approximately $13 billion in client assets, who serve mass affluent and high net worth individuals, families and business owners across the country.