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LPL Financial Welcomes Loomis Wealth Management
LPLLG Display (LPL) GlobeNewswire News Room·2025-06-05 12:55

Core Insights - LPL Financial LLC has welcomed Loomis Wealth Management, which manages approximately 180millioninadvisory,brokerage,andretirementplanassets,toitsplatforms[1][6][8]−LoomisWealthManagementwasfoundedin2010byBillandCurtLoomis,focusingoncomprehensive,fiduciary−drivenwealthmanagement[2][6]−TheteamaimstoenhanceclientexperiencethroughLPL′sadvancedtechnologyandresources,allowingforamorepersonalizedservice[3][4]CompanyOverview−LPLFinancialHoldingsInc.isoneofthefastest−growingwealthmanagementfirmsintheU.S.,supportingnearly29,000financialadvisorsandmanagingapproximately180 million in advisory, brokerage, and retirement plan assets, to its platforms [1][6][8] - Loomis Wealth Management was founded in 2010 by Bill and Curt Loomis, focusing on comprehensive, fiduciary-driven wealth management [2][6] - The team aims to enhance client experience through LPL's advanced technology and resources, allowing for a more personalized service [3][4] Company 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 1.8 trillion in assets [6][8] - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services to empower advisors [6][8] Team Background - The Loomis Wealth Management team consists of Bill Loomis, Curt Loomis, and Justin Hitt, who collectively bring over six decades of financial industry experience [2][3] - Justin Hitt joined the team in 2023 after a decade in education, contributing to the team's diverse expertise [2]