LPL Financial Welcomes Strata Financial Group

Core Insights - LPL Financial has welcomed five financial advisors from Strata Financial Group, who manage over $350 million in advisory, brokerage, and retirement plan assets [1][9] - Strata Financial Group, founded in 1998, operates in two Ohio locations and focuses on personalized financial services [2] - The partnership with LPL Financial aims to enhance client service through improved resources and technology [3][4] Company Overview - LPL Financial Holdings Inc. serves over 28,000 financial advisors and is committed to supporting independent advisors with a focus on personalized client relationships [6] - The firm emphasizes the importance of independence for advisors, allowing them to choose their business models and services [6] Team and Services - Strata Financial Group employs a team-based approach to provide comprehensive financial services, including tax strategies and investment planning [2][3] - The team is led by partners Campagni, Jurczynski, and Mitchell Romeo, supported by staff members [2] Strategic Goals - The advisors from Strata Financial Group aim to leverage LPL's resources to enhance client service and offer a broader range of investment solutions [4] - The focus is on creating differentiated experiences for clients through consolidated reporting and advanced technology [4]