LPL Financial Welcomes Aero Capital
LPL Financial LLCannounced today that financial advisorsBrice Lowe CFP®, CPWA and Bradley Moser CFP®, have joined LPLFinancial’s broker-dealer, RIA and custodial platforms, alignedwith Mariner Advisor Network. They reported having servedapproximately $150 million in advisory, brokerage and retirementplan assets* and join LPL from Stifel Financial.
Based in downtown Wichita – the “Air Capital of the World” – theadvisors are native Kansans with a deep connection to theircommunity. Moser came from a fifth-generation farming family, andearly on, recognized the need to effectively manage finances andbuild wealth. Lowe, Moser’s stepson, chose to follow the same pathinto the financial services industry, first interning with Moserduring college and later as partner in what would become AeroCapital. Together, they specialize in serving affluent families,business owners and private family foundations by providingcomprehensive wealth management services such as wealth planning,asset management, tax-advantaged investment strategies, estateplanning review services and charitable giving strategies.
“The next logical step for our business was to launch our newfirm, Aero Capital, by partnering with LPL,” Lowe said. “It’s ourgoal to leverage our experience, designations and industryknowledge to help clients map out a customized, coordinated ‘flightplan’ to help them work toward their destination: a lifetime offinancial freedom.”
The move to LPL gives the Aero team more flexibility to build amore boutique firm so they can serve clients’ comprehensivefinancial needs, beyond investments. The advisors said LPL providesmore sophisticated resources and specialists, especially in theareas of high-net-worth and financial planning.
“We wanted to take control of our business, expand our offeringsand grow our practice into something bigger,” Lowe said. “Webelieve the new tools and resources make us more competitive toearn new business and attract new clients, but also recruit otheradvisors with successful practices. With LPL’s robust platformcombined with localized support from Mariner, it seemed to be awin-win for our business and clients.”
Jen Hanau, national managing director of Mariner AdvisorNetwork, said, “We are excited to welcome Brice and Brad to theMariner Independent Advisor Network family to help them grow theirbusiness. By leveraging the thought leadership and diverseresources of an experienced team, including specialists focused onportfolio construction, investment solutions and various advisorsolutions, advisors can have more time to focus on helping theirclients build their wealth.”
Scott Posner, LPL Executive Vice President, BusinessDevelopment, added, “We welcome Brice and Brad to the LPL communityand congratulate them on the launch of Aero Capital. As advisorscontinue to stay innovative and agile, LPL empowers their abilityto scale their service and business goals. When advisors areafforded freedom to choose their product platform, branding, clientservice model and business solutions, they can give clients thepersonalized and differentiated experiences they deserve. We lookforward to a long-lasting relationship with the entire Aero Capitalteam.”
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Advisors, find anLPL business developmentrepresentativenear you.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on theprinciple that LPL should work for advisors and institutions, andnot the other way around. Today, LPL is a leader in the markets weserve, serving more than 22,000 financial advisors, includingadvisors at approximately 1,100 institutions and at approximately570 registered investment advisor (“RIA”) firms nationwide. We aresteadfast in our commitment to the advisor-mediated model and thebelief that Americans deserve access to personalized guidance froma financial professional. At LPL, independence means that advisorsand institution leaders have the freedom they deserve to choose thebusiness model, services and technology resources that allow themto run a thriving business. They have the flexibility to dobusiness their way. And they have the freedom to managetheir client relationships, because they know their clients best.Simply put, we take care of our advisors and institutions, so theycan take care of their clients.
Securities and Advisory services offered through LPL FinancialLLC (“LPL Financial”), a registered investment advisor. MemberFINRA/SIPC. LPL Financial and its affiliated companies providefinancial services only from the United States. Aero Capital andLPL Financial are separate entities.
Throughout this communication, the terms “financial advisors”and “advisors” are used to refer to registered representativesand/or investment advisor representatives affiliated with LPLFinancial.
We routinely disclose information that may be important toshareholders in the “Investor Relations” or “Press Releases”section of our website.
*Value approximated based on asset and holding detailsprovided to LPL from end of year, 2023.
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