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Toledo-Based Financial Design Group Makes Move to LPL Financial Platform - Vimarsana News

Toledo-Based Financial Design Group Makes Move to LPL Financial Platform

Published: April 3, 2023

CHARLOTTE, N.C., April 03, 2023 -- LPL Financial LLC announced today that Financial Design Group , an OSJ led by partners Mike Clements, AIF®, and Jason Strasser, has joined LPL... | April 3, 2023

Source: marketscreener.com
Related Topics:
United StatesMichael ClementsJason StrasserJim StrasserMike ClementsScott PosnerInvestor Relations Or PressKehrer Bielan Research Consulting AnnualFinancial Institution Market ShareBusiness DevelopmentCerulli AssociatesFinancial Design GroupSecurian Financial Services IncSecurian Financial ServicesFinancial DesignChief Operations OfficerDesign GroupVice PresidentFinancial PlanningFinancial InstitutionsMarket ShareBielan ResearchConsulting AnnualLpl Financial Holdings Inc Stock ExchangePress Release
LPL Adds Ohio OSJ with $850M in Client Assets - Vimarsana News

LPL Adds Ohio OSJ with $850M in Client Assets

Published: April 3, 2023

Financial Design Group, an Ohio-based team with $850 million in client assets, is joining LPL from Securian Financial Services,

Source: wealthmanagement.com
Related Topics:
United StatesJason StrasserJim StrasserMike ClementsDan ArnoldAdvisor GroupFinancial Design GroupNational Financial AllianceWells FargoStrategic Wealth ServicesErnst YoungSecurian Financial ServicesRoyal AllianceOhio Based Financial Design GroupCarillon InvestmentsWealth ServicesKansas Based Strategic PartnersCarnegie Private Wealth