LPL Financial Welcomes Kūpono Wealth Planning

Core Insights - LPL Financial LLC has welcomed Brandon Wallis, a financial advisor with approximately $145 million in advisory, brokerage, and retirement plan assets, to its platform from Edward Jones [1][10] - Kūpono Wealth Planning, based in Mililani, Hawaiʻi, aims to serve local communities with a focus on integrity and personalized financial advice [3][4] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and managing approximately $2.3 trillion in brokerage and advisory assets for around 8 million Americans [9] Advisor Background - Brandon Wallis has two decades of industry experience and has been based in Hawaiʻi since 2007, serving a diverse clientele including retirees and small business owners [2] Business Philosophy - Kūpono Wealth Planning emphasizes integrity, fairness, and moral strength in its client interactions, aiming to simplify complex financial matters and address the unique challenges faced by local families [3][4] Strategic Decision - Brandon Wallis chose LPL Financial after evaluating 20 other firms, seeking greater autonomy and flexibility to better serve his clients [5][6] Client Service Commitment - The firm is dedicated to providing a wide range of solutions and strategies while maintaining cost efficiency and high-quality service [4][7]