LPL Financial Welcomes Frank Financial Concepts

Core Insights - LPL Financial LLC has welcomed financial advisors Roger Frank and Michael Ward from Frank Financial Concepts, who manage approximately $200 million in advisory, brokerage, and retirement plan assets [1][2][4] Company Overview - Frank Financial Concepts, founded in 2003 by Roger Frank, is a holistic financial firm with offices in Lincoln, Nebraska, and Scottsdale, Arizona, focusing on helping clients achieve their financial goals [2][3] - The firm emphasizes client education and encourages open discussions about all financial aspects to create comprehensive financial plans [3] Transition to LPL Financial - Frank and Ward chose to join LPL Financial due to its impressive technology platform and commitment to providing advisors with essential tools for success [4][5] - They believe that LPL's size and scale will enhance their business by offering more investment options and efficient operations through advanced digital platforms [5] Support and Growth Opportunities - LPL Financial's Executive Vice President, Scott Posner, expressed enthusiasm for supporting Frank and Ward's growth and success, highlighting ongoing investments in technology and flexible solutions for advisors [6] - The partnership will allow Frank and Ward to access LPL's research team, market insights, and succession resources, aiding in their long-term business transition [5]