Staples Financial, a hybrid firm in Inver Heights, Minnesota, that manages $150 million in assets, has affiliated with the broker-dealer platform of LPL Financial and also will use its registered investment adviser platform.
The firm, which was formerly affiliated with First Allied Securities, part of the Cetera network, is led by Kristopher Staples and Trevor Johnson. Office manager Rachael Johnson is also making the move.
Staples’ father, Art, founded the firm 45 years ago; Johnson joined the business in 2008.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
