LPL Financial Welcomes Wyoming Asset Advisors to Linsco Channel
LPL Financial (NASDAQ:LPLA) has announced that financial advisors Jared Black and Richard Brokaw have joined their employee advisor channel, Linsco by LPL Financial, to launch Wyoming Asset Advisors. The team, transitioning from Wells Fargo Advisors, brings approximately $400 million in advisory, brokerage and retirement plan assets under management.
Based in Cheyenne, Wyoming, the advisors bring over 65 years of combined experience and have worked together for more than three decades. The move to LPL's Linsco platform provides them with greater autonomy, flexibility, and access to LPL's integrated wealth management platform while maintaining ownership of their client relationships.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.8 trillion in brokerage and advisory assets under custody and servicing around 7 million Americans.
LPL Financial (NASDAQ:LPLA) ha annunciato che i consulenti finanziari Jared Black e Richard Brokaw si sono uniti al loro canale di consulenti dipendenti, Linsco by LPL Financial, per avviare Wyoming Asset Advisors. Il team, proveniente da Wells Fargo Advisors, gestisce circa 400 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Con sede a Cheyenne, Wyoming, i consulenti vantano oltre 65 anni di esperienza combinata e collaborano da più di trent'anni. Il passaggio alla piattaforma Linsco di LPL offre loro maggiore autonomia, flessibilità e accesso alla piattaforma integrata di gestione patrimoniale di LPL, mantenendo però la proprietà delle relazioni con i clienti.
LPL Financial supporta attualmente oltre 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, con circa 1,8 trilioni di dollari in asset di intermediazione e consulenza sotto custodia, servendo circa 7 milioni di americani.
LPL Financial (NASDAQ:LPLA) ha anunciado que los asesores financieros Jared Black y Richard Brokaw se han unido a su canal de asesores empleados, Linsco by LPL Financial, para lanzar Wyoming Asset Advisors. El equipo, que proviene de Wells Fargo Advisors, gestiona aproximadamente 400 millones de dólares en activos de asesoría, corretaje y planes de jubilación.
Con sede en Cheyenne, Wyoming, los asesores cuentan con más de 65 años de experiencia combinada y han trabajado juntos durante más de tres décadas. El cambio a la plataforma Linsco de LPL les brinda mayor autonomía, flexibilidad y acceso a la plataforma integrada de gestión patrimonial de LPL, manteniendo la propiedad de sus relaciones con los clientes.
LPL Financial actualmente apoya a más de 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con aproximadamente 1.8 billones de dólares en activos de corretaje y asesoría bajo custodia, atendiendo a alrededor de 7 millones de estadounidenses.
LPL Financial (NASDAQ:LPLA)는 재정 고문 Jared Black과 Richard Brokaw가 직원 고문 채널인 Linsco by LPL Financial에 합류하여 Wyoming Asset Advisors를 설립했다고 발표했습니다. 이 팀은 Wells Fargo Advisors에서 이전해 약 4억 달러 규모의 자문, 중개 및 은퇴 계획 자산을 관리하고 있습니다.
와이오밍 주 샤이엔에 기반을 둔 이 고문들은 총 65년 이상의 경험을 보유하고 있으며 30년 넘게 함께 일해왔습니다. LPL의 Linsco 플랫폼으로의 이동은 그들에게 더 큰 자율성, 유연성 및 LPL의 통합 자산 관리 플랫폼에 대한 접근 권한을 제공하면서도 고객 관계에 대한 소유권을 유지할 수 있게 합니다.
LPL Financial은 현재 29,000명 이상의 재정 고문과 약 1,200개의 금융 기관을 지원하며, 약 1.8조 달러 규모의 중개 및 자문 자산을 관리하고 약 700만 명의 미국인을 서비스하고 있습니다.
LPL Financial (NASDAQ:LPLA) a annoncé que les conseillers financiers Jared Black et Richard Brokaw ont rejoint leur canal de conseillers salariés, Linsco by LPL Financial, pour lancer Wyoming Asset Advisors. L'équipe, en provenance de Wells Fargo Advisors, gère environ 400 millions de dollars d'actifs de conseil, de courtage et de plans de retraite.
Basés à Cheyenne, Wyoming, les conseillers cumulent plus de 65 ans d'expérience combinée et travaillent ensemble depuis plus de trois décennies. Leur passage à la plateforme Linsco de LPL leur offre une plus grande autonomie, flexibilité et accès à la plateforme intégrée de gestion de patrimoine de LPL, tout en conservant la propriété de leurs relations clients.
LPL Financial soutient actuellement plus de 29 000 conseillers financiers et environ 1 200 institutions financières, avec environ 1,8 billion de dollars d'actifs de courtage et de conseil sous garde, desservant environ 7 millions d'Américains.
LPL Financial (NASDAQ:LPLA) hat bekannt gegeben, dass die Finanzberater Jared Black und Richard Brokaw ihrem Mitarbeiterberater-Kanal Linsco by LPL Financial beigetreten sind, um Wyoming Asset Advisors zu gründen. Das Team, das von Wells Fargo Advisors wechselt, bringt rund 400 Millionen US-Dollar an Beratungs-, Brokerage- und Rentenplanvermögen unter Verwaltung mit.
Mit Sitz in Cheyenne, Wyoming, verfügen die Berater über eine kombinierte Erfahrung von über 65 Jahren und arbeiten seit mehr als drei Jahrzehnten zusammen. Der Wechsel zur Linsco-Plattform von LPL bietet ihnen mehr Autonomie, Flexibilität und Zugang zur integrierten Vermögensverwaltungsplattform von LPL, während sie die Eigentümerschaft ihrer Kundenbeziehungen behalten.
LPL Financial unterstützt derzeit über 29.000 Finanzberater und rund 1.200 Finanzinstitute mit etwa 1,8 Billionen US-Dollar an Brokerage- und Beratungsvermögen unter Verwahrung und betreut rund 7 Millionen Amerikaner.
- Addition of experienced team managing $400 million in assets strengthens LPL's market presence
- Expansion of Linsco channel demonstrates successful advisor recruitment strategy
- Continued growth in LPL's total assets under custody, now at $1.8 trillion
- None.
SAN DIEGO, July 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Black and Richard Brokaw have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Wyoming Asset Advisors Powered by LPL. They reported serving approximately
Located in Cheyenne, Wyo., the team has more than 65 years of experience and have worked together for over three decades. They are fourth and fifth generation Wyomingites. As a team, they use each other as a sounding board to discuss market conditions and expectations.
Together, they provide comprehensive investment advice to a wide range of clients, the majority of which are in retirement. They believe every client is unique and they have a financial philosophy of honesty, responsiveness and knowledge.
“I think our approach speaks for itself. Overall, it’s a matter of having the understanding and the knowledge to structure our clients’ portfolios for the most beneficial outcomes,” said Brokaw. “To ensure happy clients, it’s all about service and communication.”
Why Wyoming Asset Advisors made the move to Linsco by LPL
Looking to have more autonomy and flexibility, Black and Brokaw turned to LPL Financial for the next chapter of their business. With Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant and other resources that allow advisors to focus on their clients.
"At the end of the day, it was the ethos of LPL and their view of us as clients, along with their commitment to supporting me and my clients, that made the move to LPL make sense for us," said Black. "The biggest catalyst was their perspective on the relationship. I still own my relationship with the clients, but now I have increased capacity to serve them."
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Jared and Richard to the Linsco community. LPL is committed to providing flexibility and equipping advisors with sophisticated capabilities to continue to provide the best client experience. We look forward to supporting the team 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 over 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.
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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