Bell Wealth Partners Launches with Support of LPL Strategic Wealth Services
LPL Financial (NASDAQ:LPLA) announced that Bell Wealth Partners has joined LPL Strategic Wealth Services, transitioning from Raymond James with approximately $450 million in advisory, brokerage and retirement plan assets. The father-son team of Robert Bell II and Keegan Bell, along with their staff, will operate from offices in Fairbanks, Alaska and Medford, Oregon.
The transition is driven by Bell Wealth Partners' goal to enhance client experiences and better serve the next generation of wealth. Through LPL's Strategic Wealth Services, the team gains access to comprehensive business support, including dedicated business strategists, marketing partners, CFO services, and administrative assistance, allowing them to focus on client relationships and practice growth.
LPL Financial (NASDAQ:LPLA) ha annunciato che Bell Wealth Partners si è unita a LPL Strategic Wealth Services, passando da Raymond James con circa 450 milioni di dollari in asset di consulenza, brokeraggio e piani pensionistici. Il team composto da padre e figlio, Robert Bell II e Keegan Bell, insieme al loro staff, opererà dagli uffici di Fairbanks, Alaska e Medford, Oregon.
La transizione è motivata dall'obiettivo di Bell Wealth Partners di migliorare l'esperienza dei clienti e servire al meglio la prossima generazione di patrimoni. Attraverso i servizi di LPL Strategic Wealth, il team avrà accesso a un supporto aziendale completo, che include strateghi aziendali dedicati, partner di marketing, servizi CFO e assistenza amministrativa, permettendo loro di concentrarsi sulle relazioni con i clienti e sulla crescita della loro attività.
LPL Financial (NASDAQ:LPLA) anunció que Bell Wealth Partners se ha unido a LPL Strategic Wealth Services, realizando la transición desde Raymond James con aproximadamente 450 millones de dólares en activos de asesoría, corretaje y planes de retiro. El equipo formado por padre e hijo, Robert Bell II y Keegan Bell, junto con su personal, operará desde las oficinas en Fairbanks, Alaska y Medford, Oregon.
La transición está impulsada por el objetivo de Bell Wealth Partners de mejorar la experiencia del cliente y servir mejor a la próxima generación de patrimonio. A través de los servicios de LPL Strategic Wealth, el equipo obtiene acceso a un apoyo empresarial integral, que incluye estrategas comerciales dedicados, socios de marketing, servicios de CFO y asistencia administrativa, lo que les permite enfocarse en las relaciones con los clientes y en el crecimiento de su práctica.
LPL Financial (NASDAQ:LPLA)는 Bell Wealth Partners가 Raymond James에서 약 4억 5천만 달러 규모의 자문, 중개 및 퇴직 플랜 자산을 보유한 상태로 LPL Strategic Wealth Services에 합류했다고 발표했습니다. 부자(父子) 팀인 Robert Bell II와 Keegan Bell, 그리고 그들의 직원들은 알래스카 페어뱅크스와 오리건 주 메드포드에 위치한 사무실에서 업무를 수행할 예정입니다.
이번 전환은 Bell Wealth Partners가 고객 경험을 향상시키고 다음 세대의 자산을 보다 잘 지원하려는 목표에 따른 것입니다. LPL의 Strategic Wealth Services를 통해 팀은 종합적인 비즈니스 지원을 받게 되며, 여기에는 전담 비즈니스 전략가, 마케팅 파트너, CFO 서비스 및 행정 지원이 포함되어 고객 관계와 업무 성장에 집중할 수 있게 됩니다.
LPL Financial (NASDAQ:LPLA) a annoncé que Bell Wealth Partners a rejoint LPL Strategic Wealth Services, effectuant une transition depuis Raymond James avec environ 450 millions de dollars d'actifs en conseil, courtage et plans de retraite. L'équipe père-fils composée de Robert Bell II et Keegan Bell, ainsi que leur personnel, opérera depuis des bureaux situés à Fairbanks, Alaska et Medford, Oregon.
Cette transition est motivée par l'objectif de Bell Wealth Partners d'améliorer l'expérience client et de mieux servir la prochaine génération de patrimoines. Grâce aux services de LPL Strategic Wealth, l'équipe bénéficie d'un soutien commercial complet, incluant des stratèges d'affaires dédiés, des partenaires marketing, des services de CFO et une assistance administrative, leur permettant de se concentrer sur les relations clients et le développement de leur activité.
LPL Financial (NASDAQ:LPLA) gab bekannt, dass Bell Wealth Partners zu LPL Strategic Wealth Services gewechselt ist und von Raymond James mit etwa 450 Millionen US-Dollar an Beratungs-, Brokerage- und Rentenplanvermögen übergeht. Das Vater-Sohn-Team Robert Bell II und Keegan Bell sowie ihr Team werden von Büros in Fairbanks, Alaska und Medford, Oregon aus arbeiten.
Der Wechsel wird durch das Ziel von Bell Wealth Partners angetrieben, die Kundenerfahrung zu verbessern und die nächste Vermögensgeneration besser zu betreuen. Durch LPLs Strategic Wealth Services erhält das Team Zugang zu umfassender Geschäftsuntersützung, einschließlich dedizierter Geschäftsstrategen, Marketingpartner, CFO-Dienstleistungen und administrativer Unterstützung, was ihnen ermöglicht, sich auf Kundenbeziehungen und Wachstum ihrer Praxis zu konzentrieren.
- Significant AUM transfer of $450 million to LPL platform
- Access to LPL's comprehensive Strategic Wealth Services support system
- Geographic expansion with presence in two strategic locations
- Enhanced service capabilities for high-net-worth clients and next-generation wealth transfer
- Integration and transition costs associated with platform change
- Potential short-term client disruption during the Raymond James to LPL transition
SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new independent practice, Bell Wealth Partners, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported serving approximately
Headquartered in Fairbanks, Alaska with an additional office in Medford, Ore., the ensemble practice has developed a strong reputation over the years for providing holistic experiences and personalized services to address each aspect of a client’s financial life. The Bells are managing partners of the firm and are joined by fellow advisor Tom Cook and client associates Renee Schoettle, Margarita Duran-Espino, Jamie Walker and Kirsten Bell, Robert’s wife.
“We are all deeply invested in helping our clients work toward their financial goals,” Robert said. “We take the time to get to know each client on a personal level to better understand their financial aspirations, and we work with their accountants and attorneys to create a customized plan that is right for them. It’s our goal to help clients have happy, fulfilled lives, and we consider it our privilege and responsibility to help them with that.”
Why they made the move to LPL Financial
The transition to LPL Financial is underpinned by the team's aspiration to augment client experiences and cater to the next generation of wealth.
“We’re moving to LPL so we can add more value to the client experience as we seek new ways to go above and beyond,” Keegan said. “We want to be a one-stop shop—a center to help with a clients’ entire financial situation. This move allows us to really increase that value add and better take care of them, not just for them but for the next generation of wealth and the transfer to their beneficiaries.”
The team was drawn to LPL’s comprehensive supported independence solution, LPL Strategic Wealth Services (SW), which combines the freedom and flexibility of entrepreneurship with hands-on business services and support to help practices thrive, both operationally and strategically. In addition to having access to LPL’s innovative wealth management platform and sophisticated resources, SW advisors benefit from a truly integrated service that includes simplified pricing, technology and dedicated support to launch their practice. Then, after the transition is complete, SW teams receive ongoing operations support managed by their team of experienced professionals including a business strategist, marketing partner, CFO and administrative assistant. Advisors have one point of contact, a dedicated team and priority access to advocacy and project management for complex business issues, ultimately allowing them to stay focused on the enduring needs of their clients and the culture and evolution of their practice.
“Strategic Wealth Services was truly a differentiating factor in our decision to move,” Robert said. “We are joining a very niche group at LPL, which allows us to collaborate with others in the model and access a team of specialists, including high-net-worth and trust consultants. This move enables us to add an extra layer of planning and ensure we’re not just taking care of clients now, but their beneficiaries as well.”
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Robert, Keegan, Tom, Renee, Margarita, Jamie and Kirsten to the LPL community and congratulate them on going independent with LPL Strategic Wealth. Just as the Bell Wealth Partners team is committed to helping their clients work toward their fiscal goals, LPL provides advisors with innovative technology and sophisticated capabilities to help them provide an elevated client experience. We look forward to supporting Bell Wealth Partners for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. Bell Wealth Partners and LPL are separate entities.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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