LPL Financial announced that the financial advisors of Tribute Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor platform.
Tribute Financial reported serving more than $500 million in advisory, brokerage, and retirement plan assets.
The team joins LPL from United Planners Financial Services.
Tribute Financial is led by President and CEO Kevin Daniels and operates across offices in Missouri and Connecticut.
The firm is a family-oriented practice serving clients across generations and financial backgrounds.
Daniels and his team focus on building long-standing client relationships grounded in trust and transparency.
Daniels began his career in electrical engineering, including designing power systems for F-18 aircraft, before moving into wealth management.
Tribute Financial uses a disciplined client service process that includes multiple team members reviewing client accounts.
The team includes advisors Martin Nadeau, Zach Daniels, Scott Kearns, and Caleb Sanders, along with a dedicated support staff.
Tribute Financial said it chose LPL for its technology, resources, and support, which are designed to help advisors operate more efficiently and better serve clients.
The firm was also drawn to LPL’s forward-looking approach and tools for helping advisors adapt in a changing industry.
Tribute Financial is also involved in philanthropic work, including funding the construction of schools in Nicaragua that support about 200 children.
LPL Financial supports more than 32,000 financial advisors and the wealth management practices of about 1,100 financial institutions.
The firm services and custodies approximately $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans.
KEY QUOTES:
“We believe success comes from doing the right thing over and over again. Our goal is to put people first and serve as trusted partners to our clients, helping them make informed decisions with confidence.”
“LPL offers the technology and support we need to continue evolving our business while staying focused on what matters most — our clients. Having access to enhanced resources allows our team to strengthen our capabilities and position our firm for the future.”
Kevin Daniels, President and CEO of Tribute Financial
“We are proud to welcome Kevin Daniels and the Tribute Financial team to LPL. They have built a thoughtful, values-driven practice rooted in trust, consistency, and a deep commitment to doing right by clients. Their holistic approach and long-standing focus on building enduring relationships make them a strong fit for LPL, and we look forward to supporting their next chapter.”
Marc Cohen, Chief Growth Officer at LPL Financial
