LPL Welcomes Legacy Premier Wealth Management

Core Insights - LPL Financial LLC has welcomed financial advisors Larry Hubbard, Craig Conner, and Jade Maasch, who have transitioned from Ameriprise and now manage approximately $275 million in advisory, brokerage, and retirement plan assets [1][2]. Group 1: Company Transition - The advisors have rebranded their firm as Legacy Premier Wealth Management, previously known as Alliance Financial Partners, and are based in Greeley, Colorado, and Cheyenne, Wyoming [2]. - The team aims to provide a comprehensive wealth management service to clients, focusing on education and empowerment in financial decision-making [3]. Group 2: Strategic Advantages - The move to LPL Financial allows the advisors to grow their practice without disrupting client services, as LPL does not offer proprietary investment products, enabling them to provide tailored solutions [4]. - LPL's integrated, open architecture platform offers the necessary tools and resources for the advisors to operate efficiently with a single sign-on [4]. Group 3: Community Engagement - The Legacy Premier Wealth Management team is committed to building long-term relationships with clients and actively participates in community service through various organizations, including United Way and the American Cancer Society [4]. Group 4: LPL Financial Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and managing approximately $1.7 trillion in brokerage and advisory assets for around 6 million Americans [7].