LPL Financial Welcomes Momentum Wealth
SAN DIEGO, Nov. 27, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Rob Elstad, Steven “Coert” Van Voorhees and Bill Blankenship have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- SAN DIEGO, Nov. 27, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Rob Elstad, Steven “Coert” Van Voorhees and Bill Blankenship have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
- This positioning allows the team to cater primarily to retirees and their families, with services that encompass a comprehensive range of financial aspects including financial planning, investment management, estate planning, tax planning strategies and charitable giving.
- “We appreciate being able to help guide individuals through significant financial decisions and offering support during challenging life transitions, such as retirement planning or coping with the loss of a loved one.”
Formerly known as Van Voorhees, Elstad & Associates, the team is rebranding to Momentum Wealth with the move to LPL.