LPL Financial Welcomes Cousino Wealth Advisors

Company Overview - LPL Financial LLC has announced that financial advisors Todd Cousino, Nicholas Hawk, and Charles Moyer have joined its employee advisor channel, Linsco by LPL Financial, to establish Cousino Wealth Advisors, managing approximately $265 million in advisory, brokerage, and retirement plan assets [1][10] - The advisors have a collaborative approach to financial planning and wealth management, utilizing a bucket strategy to grow and preserve client wealth [2] Advisor Team Background - Cousino and Hawk have been working together since 2015, with Moyer joining in 2020, and they primarily serve clients in the engineering and automotive sectors [2][3] - The team emphasizes strong client relationships and aims to enhance client experience and office efficiencies by partnering with LPL [3] Strategic Goals and Technology Utilization - The advisors aim to elevate their client experience and improve operational efficiencies by leveraging LPL's advanced technology and integrated wealth management platform [4] - LPL's model allows advisors to maintain independence while benefiting from support in day-to-day operations, enabling them to focus on client care [5] LPL Financial's Market Position - LPL Financial is a leader in the financial services market, serving nearly 23,000 financial advisors across various institutions and registered investment advisor firms [7] - The company promotes an advisor-mediated model, allowing advisors the freedom to choose their business model and manage client relationships effectively [7]