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LPL Financial Asks What If You Could? in New Brand Campaign

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LPL Financial (LPLA) has launched its first-ever major brand campaign titled "What If You Could?" featuring actress Anna Kendrick. The campaign, which includes video, social, out-of-home, print, and digital ads, marks LPL's first direct-to-consumer marketing initiative. As one of the fastest-growing wealth management firms in the U.S., LPL currently services approximately $1.8 trillion in assets for about 7 million Americans through its network of over 29,000 financial advisors and approximately 1,200 financial institutions.

The campaign, led by CEO Rich Steinmeier and Chief Marketing Officer Christa Carone, aims to elevate the firm's brand strength and reach new audiences. Founded in 1989 as an alternative to traditional Wall Street firms, LPL Financial has grown to become a leader in the financial advisor-mediated marketplace, providing various advisor affiliation models, investment solutions, and fintech tools.

LPL Financial (LPLA) ha lanciato la sua prima grande campagna di branding intitolata "E se potessi?", con protagonista l'attrice Anna Kendrick. La campagna, che comprende video, social media, pubblicità outdoor, stampa e digitale, rappresenta la prima iniziativa di marketing diretta al consumatore di LPL. Come una delle società di gestione patrimoniale in più rapida crescita negli Stati Uniti, LPL gestisce attualmente circa 1,8 trilioni di dollari in asset per circa 7 milioni di americani attraverso la sua rete di oltre 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie.

La campagna, guidata dall'amministratore delegato Rich Steinmeier e dal Chief Marketing Officer Christa Carone, mira a rafforzare il brand dell'azienda e raggiungere nuovi pubblici. Fondata nel 1989 come alternativa alle tradizionali società di Wall Street, LPL Financial è cresciuta fino a diventare un leader nel mercato mediato dai consulenti finanziari, offrendo diversi modelli di affiliazione per consulenti, soluzioni di investimento e strumenti fintech.

LPL Financial (LPLA) ha lanzado su primera gran campaña de marca titulada "¿Y si pudieras?", protagonizada por la actriz Anna Kendrick. La campaña, que incluye anuncios en video, redes sociales, exteriores, prensa y digitales, marca la primera iniciativa de marketing directa al consumidor de LPL. Como una de las firmas de gestión patrimonial de más rápido crecimiento en EE. UU., LPL actualmente administra aproximadamente $1.8 billones en activos para cerca de 7 millones de estadounidenses a través de su red de más de 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras.

La campaña, liderada por el CEO Rich Steinmeier y la directora de marketing Christa Carone, busca fortalecer la marca de la empresa y alcanzar nuevas audiencias. Fundada en 1989 como una alternativa a las firmas tradicionales de Wall Street, LPL Financial ha crecido hasta convertirse en un líder en el mercado mediado por asesores financieros, ofreciendo varios modelos de afiliación para asesores, soluciones de inversión y herramientas fintech.

LPL Financial (LPLA)가 배우 안나 켄드릭을 내세운 첫 대규모 브랜드 캠페인 "What If You Could?"를 시작했습니다. 이번 캠페인은 비디오, 소셜, 옥외 광고, 인쇄물, 디지털 광고를 포함하며, LPL의 첫 직접 소비자 대상 마케팅 활동입니다. 미국에서 가장 빠르게 성장하는 자산 관리 회사 중 하나인 LPL은 현재 약 1.8조 달러의 자산을 약 700만 명의 미국인에게 제공하며, 29,000명 이상의 금융 자문가와 약 1,200개의 금융 기관 네트워크를 통해 서비스를 제공합니다.

CEO 리치 스타인마이어와 최고 마케팅 책임자 크리스타 카론이 이끄는 이번 캠페인은 회사 브랜드 가치를 높이고 새로운 고객층에 도달하는 것을 목표로 합니다. 1989년에 전통적인 월스트리트 회사에 대한 대안으로 설립된 LPL Financial은 금융 자문가 중개 시장에서 선두주자로 성장했으며, 다양한 자문가 제휴 모델, 투자 솔루션 및 핀테크 도구를 제공합니다.

LPL Financial (LPLA) a lancé sa toute première grande campagne de marque intitulée « Et si vous pouviez ? », mettant en vedette l'actrice Anna Kendrick. Cette campagne, qui comprend des vidéos, des publicités sur les réseaux sociaux, en extérieur, imprimées et numériques, marque la première initiative marketing directe aux consommateurs de LPL. En tant que l'une des sociétés de gestion de patrimoine à la croissance la plus rapide aux États-Unis, LPL gère actuellement environ 1,8 billion de dollars d'actifs pour environ 7 millions d'Américains via son réseau de plus de 29 000 conseillers financiers et environ 1 200 institutions financières.

Dirigée par le PDG Rich Steinmeier et la directrice marketing Christa Carone, la campagne vise à renforcer la notoriété de la marque et à toucher de nouveaux publics. Fondée en 1989 comme une alternative aux firmes traditionnelles de Wall Street, LPL Financial est devenue un leader sur le marché médié par les conseillers financiers, offrant divers modèles d'affiliation pour conseillers, des solutions d'investissement et des outils fintech.

LPL Financial (LPLA) hat seine erste große Marken-Kampagne mit dem Titel „What If You Could?“ gestartet, in der die Schauspielerin Anna Kendrick zu sehen ist. Die Kampagne umfasst Video-, Social-, Außen-, Print- und Digitalanzeigen und stellt LPLs erste Direktmarketing-Initiative für Endverbraucher dar. Als eines der am schnellsten wachsenden Vermögensverwaltungsunternehmen in den USA betreut LPL derzeit etwa 1,8 Billionen US-Dollar an Vermögenswerten für rund 7 Millionen Amerikaner über sein Netzwerk von über 29.000 Finanzberatern und etwa 1.200 Finanzinstituten.

Die von CEO Rich Steinmeier und Chief Marketing Officer Christa Carone geleitete Kampagne zielt darauf ab, die Markenstärke des Unternehmens zu erhöhen und neue Zielgruppen zu erreichen. Gegründet 1989 als Alternative zu traditionellen Wall-Street-Firmen, hat sich LPL Financial zu einem führenden Unternehmen im von Finanzberatern vermittelten Markt entwickelt und bietet verschiedene Berater-Affiliationsmodelle, Anlagelösungen und Fintech-Tools an.

Positive
  • First major brand campaign launch with celebrity endorsement shows company's commitment to growth and market visibility
  • Large market presence with $1.8 trillion in assets under management and 7 million clients
  • Extensive network of 29,000 financial advisors and 1,200 financial institutions
  • Company's position as one of the fastest-growing wealth management firms in the U.S.
Negative
  • None.

In a first-of-its-kind marketing initiative for LPL, the actor Anna Kendrick is featured in a campaign that raises the company’s visibility as a leader in wealth management    

SAN DIEGO, May 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC launched today a strategic marketing campaign designed to reach new audiences and elevate the firm’s brand strength by asking the simple yet provocative question, What If You Could? 

Featuring actor Anna Kendrick, the first-of-its-kind campaign for the company launches this month and includes a series of video, social, out-of-home, print and digital ads that will run across business, sports and lifestyle outlets throughout the country.    

“Our business was founded on the aspiration of broadening access to personalized financial advice for all who need it,” said Rich Steinmeier, LPL Financial Chief Executive Officer. “We've been quietly delivering on that purpose ever since, focusing on the technology, services and breadth of capabilities that today empower more financial professionals than any other firm in the industry.*   

“Based on advisor feedback, we're introducing LPL Financial to the consumer market for the first time, establishing a connection with the people who rely on LPL advisors and affiliated institutions to help them reach their goals,” he added. “Through this investment, we’re ready for our brand to be as powerful as the services we provide.”   

Formed in 1989 as an accessible alternative to traditional Wall Street firms, LPL Financial is now among the most successful companies in wealth management. Through the company’s vast network of independent financial advisors as well as advisors affiliated with financial institutions, including banks, credit unions and insurance companies, LPL now services and custodies approximately $1.8 trillion in assets on behalf of approximately 7 million Americans.   

“We’re stepping into the spotlight to embrace the same ambition of our founders,” said Christa Carone, managing director, chief marketing and communications officer at LPL Financial. “For a company that operates in service of helping people realize their dreams, we believe the only question really should be, What If You Could? It’s through this innovative spirit that LPL is taking ownership of its market position, amplifying our brand presence to align with the firm’s growing scale and success.”   

In partnering with Anna Kendrick, LPL’s storytelling brings a fresh perspective to wealth management marketing, creating memorable moments that spark curiosity and encourage aspiration.    

What If You Could? is such a powerful question that provokes endless possibilities for everyone,” said Kendrick. “Just imagine the potential when the greener grass is always on your side. LPL is in a position to make this happen. It’s really cool to partner with the company that is helping people see all that their future can hold.”   

To review the creative assets for the campaign, including a behind-the-scenes video from the TV shoot with Anna Kendrick, visit whatifyoucould.com.   

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 over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.   

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.   

* U.S. Broker/Dealer Marketplace 2024 and 2024 RIA Marketplace report   

Media Contact:    
Media.relations@LPLFinancial.com    

Tracking #736574


FAQ

What is LPL Financial's (LPLA) new brand campaign called and who is featured in it?

LPL Financial's new brand campaign is called 'What If You Could?' and features actress Anna Kendrick. The campaign includes video, social, out-of-home, print, and digital ads across business, sports, and lifestyle outlets.

How many assets does LPL Financial (LPLA) currently manage and how many clients do they serve?

LPL Financial services and custodies approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.

How many financial advisors and institutions are affiliated with LPL Financial (LPLA)?

LPL Financial supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions.

When was LPL Financial founded and what was its original purpose?

LPL Financial was formed in 1989 as an accessible alternative to traditional Wall Street firms, focusing on broadening access to personalized financial advice.
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