LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Parker Inabnet and Kate Redden of I.M. Wealth Care to its broker-dealer and corporate registered investment advisor platforms.
The duo reported having served approximately $200 million in brokerage, advisory and retirement plan assets and aligned with Merit Financial Group, an existing LPL enterprise firm. They join from 1st Global, an affiliate of Blucora, and have offices in Greenwood Village and Colorado Springs, Colorado.
Inabnet partnered with Redden in 2016, and together, they provide investment advice with a focus on comprehensive financial planning in their Greenwood Village and Colorado Springs offices. The team also includes three additional support staff members, as well as three certified public accountants, who are equity partners in the firm.
Their client base includes medical professionals, business owners, families and retirees, and Redden specializes in working with women. “Kate and I share a common view on the importance of building a financial plan for each client before we even start managing assets,” Inabnet said.
LPL Financial provides service to approximately $706 billion in brokerage and advisory assets as of the second quarter of 2019. 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.