LPL Financial LLC, the nation’s largest independent broker-dealer, has added Stofan Agazzi Investments LLC to its broker-dealer and corporate registered investment advisor platforms. The team was previously affiliated with Wintrust Investments and serves approximately $640 million of client brokerage and advisory assets.
Based in Joliet, Illinois, president Mark Stofan has spent 31 years in the business, running his own broker-dealer until 2013 and then with Wintrust Investments prior to joining LPL. The firm also includes Carroll Klotz, Marie Knorr, Ronald Lambert, George Stofan, Irene Celander, and Daniel Murphy.
LPL Financial provides service to approximately $681 billion in brokerage and advisory assets as of the third quarter of 2018. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 16,000 financial advisors and 700 financial institutions.