The decision to partner with LPL Financial stems from Wintrust’s commitment to continuously improve and expand its wealth management capabilities. By transitioning these two businesses to LPL, Wintrust aims to enhance its ability to serve clients across a broader spectrum of investment options and comprehensive financial solutions.
In a similar vein, LPL Financial has been actively bolstering its portfolio of financial advisors by welcoming esteemed professionals to its broker-dealer, RIA, and custodial platforms. Financial advisor Andrew Kutanovski, CFP, with an impressive portfolio of approximately $160 million in advisory, brokerage, and retirement plan assets, has recently joined LPL Financial’s esteemed network. Kutanovski made the transition from Corebridge Financial, formerly Valic, a subsidiary of AIG, to LPL Financial, recognizing the industry-leading resources and support offered by LPL.
Another significant addition to LPL Financial’s network is the Upstate Financial Network, represented by financial advisors Mark Hills and Uri Chip Doolittle V, CFP, AIF. With a combined portfolio of approximately $200 million in advisory, brokerage, and retirement plan assets, Hills and Doolittle join LPL from Triad Advisors, part of the Osaic network (formerly Advisor Group). This move reflects their confidence in LPL Financial’s robust broker-dealer, RIA, and custodial platforms, which offer industry-leading tools, technology, and support to effectively serve their clients’ diverse financial needs.
The strategic relationship between Wintrust Financial Corporation and LPL Financial signifies the growing importance of collaboration in the financial services industry. Both organizations seek to leverage their strengths and create synergies that will empower them to better serve their respective clients. This partnership demonstrates a commitment to innovation, excellence, and providing personalized wealth management solutions in a rapidly evolving industry landscape.
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