LPL Welcomes John and Brian Bizjack to Ascendus Financial Advisors
Rhea-AI Summary
LPL Financial (Nasdaq: LPLA) announced that financial advisors John and Brian Bizjack have joined its broker-dealer and RIA platform, aligning with Ascendus Financial Advisors, an existing LPL-affiliated firm. The Tulsa-based, family-owned practice reported serving approximately $145 million in advisory, brokerage and retirement plan assets* and moved from Morgan Stanley.
The Bizjacks focus on multigenerational clients nearing or in retirement, as well as younger investors, emphasizing personalized, transparent guidance and education. According to LPL Financial, the advisors chose LPL and Ascendus after extensive due diligence, citing the platform’s capabilities and support for their client-first approach. LPL Financial highlighted their addition as aligned with its relationship-driven advisor network, which includes more than 32,000 financial advisors and approximately $2.3 trillion in brokerage and advisory assets.
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News Market Reaction – LPLA
In the Jul 21 session, LPLA gained 0.08%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jul 09 | Earnings date notice | Neutral | +1.8% | Second-quarter earnings release and conference call date announcement |
| Jul 09 | Advisor satisfaction ranking | Positive | +3.5% | LPL ranked second in independent advisor satisfaction study |
| Jul 08 | Advisor network addition | Positive | -2.2% | Cypress Point Wealth Partners joined LPL’s independent advisor network |
| Jul 07 | Midyear outlook | Neutral | +0.9% | LPL Research published its 2026 midyear market outlook |
| Jul 07 | Advisor platform addition | Positive | +0.9% | David Logsdon joined LPL’s broker-dealer and RIA platform |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
LPLA’s recent news history showed four aligned positive reactions and one divergence after an advisor-network announcement.
Key Terms
registered investment advisor financial
ria financial
broker-dealer financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Ascendus Financial Advisors, an existing firm supporting LPL-affiliated advisors. They reported serving approximately
Based in Tulsa, Okla., they operate a family-owned practice, with brothers John and Brian continuing in the path of their father Paul, who served as a financial advisor for 40 years. Their client base consists of families and individuals nearing or in retirement, as well as young clients looking to start saving and investing. The Bizjacks have known and served many of their clients across generations.
The team is focused on listening first to understand their clients’ goals and working collaboratively to ensure clients receive thoughtful and personalized guidance. Their philosophy is rooted in openness and transparency, taking their time to explain complex financial concepts in a clear, accessible way.
“Our approach is to sit down, get to know our clients and answer all their questions,” said Brian Bizjack. “We want them to feel comfortable and confident in their decisions, and we work with them to build custom strategies that are realistic and make sense with their needs.”
Why the Bizjacks Chose LPL and Ascendus Financial Advisors
After a period of extensive due diligence, John and Brian selected LPL and aligned with Ascendus Financial Advisors for access to a platform that empowers advisors and enhances the client experience.
“As we evaluated our options, we spoke with advisors who had made similar moves and consistently heard positive feedback about LPL,” stated John Bizjack. “We grew assured that the combination of LPL’s capabilities and the team at Ascendus would enable a seamless transition.”
“It became clear that LPL has built an environment that benefits both advisors and clients, allowing us to maintain the client-first approach that has been central to our practice,” added Brian Bizjack.
“We’re happy to welcome the Bizjack Wealth Management team to Ascendus. The Bizjacks put clients first, which is why they are such a good fit for our team. We look forward to many years of working with them,” said John Harding, financial advisor at Ascendus Financial Advisors.
Marc Cohen, chief growth officer at LPL, said, “We’re thrilled to welcome John and Brian Bizjack to LPL and Ascendus Financial Advisors. Their family-owned practice, deep community roots, and commitment to educating clients reflect the kind of relationship-driven business we’re proud to support. We look forward to helping them build on their family’s legacy while continuing to deliver personalized guidance to the clients and families they serve.”
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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
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Ascendus Financial Advisors and LPL Financial are separate entities.
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
Tracking # 1138908
