LPL Financial announced that Emerald Legacy Advisors has joined its broker-dealer and registered investment advisor platform, bringing approximately $140 million in advisory, brokerage, and retirement plan assets.
The Kansas City-based team, led by managing partners Jim McMurtry and Allie Konieczka, along with Michelle Reek, transitioned from Wells Fargo Advisors Financial Network. The firm reflects a multi-generational legacy, with leadership spanning family ties and decades of industry experience.
Emerald Legacy Advisors provides comprehensive financial planning services, focusing on retirement planning, major life transitions, and long-term wealth strategies. The firm serves a diverse client base, including young professionals, women, business owners, and multi-generational families, through a collaborative, team-based model.
The move to LPL Financial was driven by the desire for greater independence, enhanced technology, and access to broader investment and research capabilities, enabling the team to deliver more personalized client solutions.
LPL Financial continues to expand its platform by attracting experienced advisors seeking flexibility and scalable resources to grow client-focused practices.
KEY QUOTES:
“Our goal is for every client to feel welcomed, understood and confident from their very first meeting. We take a highly personalized approach listening first, asking the right questions and tailoring strategies to align our clients’ financial decisions with what matters most in their lives. There is no one size fits all solution here and we believe that trust and clarity are the foundation of long term success.”
Allie Konieczka, Managing Partner, Emerald Legacy Advisors
“After careful consideration, we chose LPL because its independent platform gives us the flexibility to serve our clients the way we believe is best.”
Jim McMurtry, Managing Partner, Emerald Legacy Advisors
“LPL’s access to independent research and a broad range of investment and insurance solutions allows us to provide more personalized, tailored guidance without the limitations of rigid, one size fits all policies. This move strengthens our ability to put our clients’ needs first while preserving the relationships and service experience they value.”
Michelle Reek, Financial Advisor, Emerald Legacy Advisors
“We are pleased to welcome Emerald Legacy Advisors to LPL. Their collaborative culture, commitment to personalized planning and focus on serving clients through life’s transitions align well with LPL’s mission to empower advisors with the independence, technology and support they need to build thriving, client centered practices.”
Scott Posner, Managing Director Of Business Development, LPL Financial
