LPL Financial announced that financial advisors John P. Schlatter, CFP, Robert Rojano, Alec Hoag, CFP, and Michael Madden, CFA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving about $1 billion in advisory, brokerage, and retirement plan assets and joined LPL from Osaic.
Based in Manhattan Beach, California, Schlatter founded Salient Wealth Planning Group to provide clients with customized investment strategies, financial planning, and wealth preservation services emphasizing tax efficiency and wealth transfer through multiple generations. And the advisors take an interdisciplinary approach to help ensure all aspects of each client’s financial situation are coordinated and reviewed.
Salient’s team selected LPL for its advanced capabilities and commitment to providing exceptional customer service experiences.
KEY QUOTES:
“We take a holistic process to build on the foundations that clients have already laid, and we believe good planning helps the right choices reveal themselves. Our services are rooted in developing deep personal relationships to help families navigate the challenges and opportunities of managing generational wealth.”
“The foundation of our business is built on value-added consulting and meticulous planning. To perpetuate this legacy, we require a stable partner to meet this standard through superior customer service and technology. With LPL, we have a dedicated service team and access to a wide range of innovative capabilities, strategic business solutions and research.”
“As a Fortune 500 company, LPL is a leading wealth management firm that puts our business and clients in a better position for a more successful future. Most of our clients have been with us for more than 20 years, and we are excited to continue enhancing their experiences over the next 20 years.”
- John Schlatter
“We welcome John, Robert, Alec and Michael to the LPL community. We look forward to supporting their vision by providing elevated services and integrated technology to help them remain competitive in the evolving wealth management landscape. LPL’s sophisticated wealth management platform and robust business tools are designed with advisors in mind, to help them run thriving practices and be successful in serving the needs of their clients.”
- Scott Posner, LPL Executive Vice President, Business Development
