LPL Financial announced that advisors Charlie Narmi and Theresa Rynaski, CFP, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch The Narmi Group Investment Management. They manage approximately $870 million in advisory, brokerage, and retirement plan assets and previously worked at Baird.
Based in Omaha, Nebraska, Narmi and Rynaski have two decades of experience and a reputation for exceptional client service, serving young professionals, non-profits, and individuals nearing retirement.
With Linsco, they gain access to LPL’s wealth management platform, business resources, and support from an experienced management team, allowing them to focus on their clients.
KEY QUOTES:
“We pride ourselves on being a one-stop shop for our clients. It’s not unusual for us to go the Social Security office with them or help them research nursing homes. We are honored that our clients trust us with so many important life decisions, as well as with their financial futures, and it’s a privilege to walk alongside them every step of the way.”
“Partnering with LPL will allow us to have the backing of a large firm, but with the independence to serve our clients our way. LPL provides the ideal platform, size and scale, and their commitment to invest heavily in integrated and streamlined technology will allow us to best support our clients, grow our business and build more long-lasting relationships.”
Theresa Rynaski
“We welcome Charlie and Theresa to the Linsco community, and congratulate them on the launch of The Narmi Group Investment Management. At LPL, we are committed to offering differentiated experiences for advisors and their clients. We do that by offering unparalleled flexibility, strategic resources and innovative technology designed to help advisors deliver an elevated client experience while operating thriving practices. We look forward to supporting The Narmi Group Investment Management for years to come.”
Scott Posner, LPL Managing Director, Business Development
