LPL has taken another step in its November recruitment efforts by wellcoming an advisor team from Osaic in the Midwest.
On Wednesday, LPL Financial announced the addition of Strata Financial Group, an Ohio-based advisor team, to its broker-dealer, RIA, and custodial platforms.
Strata Financial Group’s advisors, including 36-year veteran Anthony “Tony” Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharick, and Dominic Elmo were previously associated with Osaic, where they collectively managed over $350 million in advisory, brokerage, and retirement plan assets.
Founded in 1998 by Campagni and the late Rino Romeo, Strata Financial Group operates in Sheffield Village, serving the Cleveland area, and Dublin, catering to clients in Columbus. The firm takes a collaborative approach to financial planning, focusing on strategic financial plans, tax strategies, retirement preparation, investment planning, and wealth preservation. Its client base includes professionals, business owners, and families nationwide.
“Our team is dedicated to providing comprehensive financial services for busy professionals, executives, business owners, and families who are looking for a partner to help them maximize their wealth,” Campagni said in a statement on Wednesday. “We empower our clients to make well-informed decisions and create tailored plans that prioritize their financial goals.”
Strata Financial Group cited LPL’s resources, transparency, and technology as key factors in its decision to join the platform.
“We were drawn to LPL because of its transparency and robust public presence,” Romeo explained. “LPL’s commitment to service and technology is evident, and it’s clear LPL prioritizes supporting advisors and their staff, so Strata Financial Group can have more time to focus on servicing our clients.”
Jurczynski added, “Our goal is to leverage LPL’s vast resources to provide the highest level of service to our clients, from consolidated reporting to being able to access a broader range of investment and insurance solutions.”
Earlier this month, LPL extended its presence in California with another Osaic team, Prosperity Investment Management. Led by Robert B Anderson and his son, RJ Anderson, the team oversaw roughly $140 million in assets at Osaic.
In other news, LPL announced on Monday it had completed the integration of Prudential Advisors, adding over 2,800 financial advisors and approximately $25 billion in assets. Last week, LPL also launched its AI Advisor Solutions program, a suite of tools designed to enhance advisors’ efficiency and client experience through artificial intelligence.
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