LPL Financial announced that financial advisors Jason Walker, Vladimir Nikitenko, CFP, H. Scott Braswell, Rosty Tkachenko, and John Hydrick, CFP, have joined LPL Financial’s broker-dealer, RIA, and custodial platforms, which are aligned with existing firm Integrated Financial Group (IFG). They reported serving approximately $615 million in advisory, brokerage, and retirement plan assets and joined LPL from Lincoln (now part of Osaic).
These Atlanta-based advisors are longtime colleagues who branched off to create a new practice, Wealthstead Financial Advisors. Headed by Managing Partner Jason Walker (an Army veteran and graduate of the U.S. Military Academy at West Point), the Wealthstead team offers comprehensive financial planning services and investment advice, with a focus on retirement income planning and portfolio management. Their business mainly grew out of the nonprofit market and has a strong track record of helping clients on their path to financial success. Now, their client base includes mass affluent families, executives, and business owners.
KEY QUOTES:
“After a thorough due diligence process, we felt the move to LPL was a natural fit for our team. We were looking for a partner that would allow us to collaborate more effectively and use each other’s different backgrounds and specialties to better serve our clients. We believe LPL’s integrated technology and strategic business resources give us more choices and robust tools to deliver exceptional experiences to our esteemed clients. We feel strongly that LPL will provide the independence and support we need to continue to grow our business the way we see fit.”
- Jason Walker
“Integrated Financial Group is thrilled to partner with Wealthstead as they embark upon this new journey with LPL and IFG. It has been an absolute pleasure to help Jason Walker and his team develop the Wealthstead brand as it truly reflects the values of their team and who they represent. IFG’s comprehensive mutual selection process attracts amazing financial professionals like the Wealthstead team, and we are excited to provide services and support to them as they positively influence and serve their clients and community. We are excited to welcome Wealthstead to the IFG family and into our ‘Brain Trust’ of independent financial planners.”
- Land Bridgers, CEO of Integrated Financial Group
“We welcome the Wealthstead team to LPL and congratulate IFG on growing its community of advisors. At LPL, we are steadfast in our commitment to deliver a sophisticated wealth management platform and robust business tools designed to help advisors differentiate their practices and be successful serving the needs of their clients. We are a partner for the long haul and look forward to supporting Wealthstead Financial Advisors as they continue to grow, evolve and build their ideal practice.”
- Scott Posner, LPL Executive Vice President, Business Development
