LPL Financial Welcomes Northstar Financial Advisors, LLC

LPL Financial (LPLA) announced that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, has joined its broker-dealer and RIA platform, bringing more than $270 million in reported client assets as of year-end 2025.

Rhea-AI Summary

LPL Financial (LPLA) announced that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, has joined its broker-dealer and RIA platform, bringing more than $270 million in reported client assets as of year-end 2025. Slack, who has nearly 20 years of industry experience and was previously affiliated with Raymond James, is based in Danville, California and serves clients across the Bay Area. Northstar focuses on personalized financial advice, with particular expertise in divorce-related planning and community education through workshops, retirement programs and client events.

Market Context

The Sep. 1 onboarding announcement was followed by a -3.38% 24-hour reaction, while the Aug. 24 anno...

Analysis

The Sep. 1 onboarding announcement was followed by a -3.38% 24-hour reaction, while the Aug. 24 announcement saw +0.78%; comparable LPL advisor additions therefore had mixed market reactions.

Key Figures

Client assets: more than $270 million Industry experience: nearly 20 years

Client assets

more than $270 million

Assets reported by Northstar Financial Advisors

Industry experience

nearly 20 years

Financial advisor Jeneen Slack

Historical Context

3 past events · Latest: Sep 01

3 events

1. Sep 01

   Advisor platform onboarding

   24h Move

   -3.4%

   ClearHaven joined Linsco with approximately $395 million in reported assets

2. Aug 25

   Advisor platform onboarding

   24h Move

   -0.6%

   Preferred Financial Group joined LPL with approximately $230 million in assets

3. Aug 24

   Advisor platform onboarding

   24h Move

   +0.8%

   Conte Wealth Advisors joined LPL with approximately $1.6 billion in assets

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

broker-dealer, registered investment advisor, certified divorce financial analyst

3 terms

broker-dealer financial

"has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform"

A broker-dealer is a licensed firm or individual that both executes trades on behalf of clients (acting as a broker) and buys or sells securities for its own account (acting as a dealer). Investors care because broker-dealers provide the plumbing of markets — they place orders, hold or move cash and securities, offer research or advice, and their stability and fees directly affect trade execution, costs, and the safety of client funds; think of them as a combined travel agent and taxi for your investments.

registered investment advisor regulatory

"broker-dealer and Registered Investment Advisor (RIA) platform"

A registered investment advisor is a professional or firm that provides financial advice and manages investments for clients, operating under regulations that require them to act in their clients' best interests. This designation helps investors identify trustworthy advisors who are legally committed to providing transparent and fair guidance, much like a licensed doctor is bound to prioritize patient well-being.

certified divorce financial analyst financial

"As a Certified Divorce Financial Analyst (CDFA®)"

A certified divorce financial analyst is a financial professional who has earned a credential showing specialized training in the money side of divorce — valuing assets, projecting cash flow, estimating tax and retirement effects, and comparing settlement options. For investors, their work matters because divorce can change ownership of stocks, retirement accounts, and future income streams; a CDFA translates legal proposals into clear, numbers-based comparisons, like a forensic accountant for household and investment finances.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, LLC, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James.

With nearly 20 years of industry experience, Slack built her practice on a belief that financial advice is most impactful when it is rooted in strong personal relationships. Initially inspired by a desire to help women feel more confident discussing and managing their finances, her approach today is centered on helping individuals and families make informed decisions about their financial futures.

Based in Danville, Calif., Slack serves a diverse clientele throughout the Bay Area, including professionals, families, retirees and individuals navigating major life transitions. As a Certified Divorce Financial Analyst (CDFA®), she specializes in helping clients understand the financial implications of divorce and supporting their long-term planning needs beyond the process itself.

“Relationships are truly at the heart of everything we do at Northstar,” Slack said. “We’ve intentionally built a personalized service model where every member of our team knows our clients personally and understands what matters most to them. Whether we’re helping someone navigate retirement, prepare a child for financial independence or make complex decisions during a divorce, our goal is to provide guidance that evolves alongside our clients’ lives.”

Slack, along with her business partner and fellow financial advisor Eric Slack, is supported by Kari Jeha, Jon Lee and V. John Threlkeld. Together, they bring decades of combined industry experience and a hands-on approach focused on delivering individualized service. Beyond working with clients, the practice is deeply committed to community engagement – regularly hosting educational workshops, retirement planning programs and client events designed to foster deeper connections and financial literacy.

Why Northstar Financial Advisors Chose LPL

As she looked ahead to the next chapter of her career, Slack sought a partner that would give her the flexibility to build Northstar around her vision for the future while providing the scale and resources of a leading financial services firm. She was particularly attracted to LPL’s commitment to innovation, its advanced technology capabilities and the depth of support available to established advisors.

“I’m at a point in my career where I wanted a partner that is continually investing in the future of advice,” Slack said. “LPL gives us the flexibility and resources to operate the way we believe is best for our clients, while providing the technology and support to help our team work more efficiently. That combination allows us to focus on what matters most — delivering thoughtful, personalized guidance and maintaining the strong relationships we’ve built with our clients.”

Marc Cohen, Chief Growth Officer at LPL Financial, said, “What Jeneen has built at Northstar is personal by design. She and her team take the time to know their clients, helping women engage more confidently with their finances and guiding individuals and families through the decisions and transitions that shape their lives. We are honored that Jeneen chose LPL for Northstar’s next chapter and look forward to helping the team extend that experience to more clients.”

Related

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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 more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 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. Northstar Financial Advisors and LPL Financial are separate entities.

LPL Financial does not offer tax advice or tax preparation services.

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.

*Value approximated based on asset and holding details provided to LPL from end of year, 2025.

Media Contact: 
Media.relations@LPLFinancial.com  

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