LPL Financial Welcomes The Narmi Group Investment Management to Linsco Channel
LPL Financial (NASDAQ:LPLA) has announced that financial advisors Charlie Narmi and Theresa Rynaski have joined their employee advisor channel, Linsco by LPL Financial, to launch The Narmi Group Investment Management. The team, previously with Robert W. Baird & Co., brings approximately $870 million in advisory, brokerage and retirement plan assets to LPL.
Based in Omaha, Nebraska, the team serves young professionals, non-profit organizations, and retirement-focused clients. The transition was driven by their desire for greater autonomy, flexibility, and enhanced technology. Through Linsco, they gain access to LPL's integrated wealth management platform while maintaining independence in client relationships and practice management.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans.
LPL Financial (NASDAQ:LPLA) ha annunciato che i consulenti finanziari Charlie Narmi e Theresa Rynaski si sono uniti al loro canale di consulenti dipendenti, Linsco by LPL Financial, per avviare The Narmi Group Investment Management. Il team, proveniente da Robert W. Baird & Co., porta con sé circa 870 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Con sede a Omaha, Nebraska, il team serve giovani professionisti, organizzazioni non profit e clienti focalizzati sulla pensione. Il passaggio è stato motivato dal desiderio di maggiore autonomia, flessibilità e tecnologie avanzate. Attraverso Linsco, hanno accesso alla piattaforma integrata di gestione patrimoniale di LPL, mantenendo però l'indipendenza nelle relazioni con i clienti e nella gestione della loro attività.
Attualmente, LPL Financial supporta oltre 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,8 trilioni di dollari in asset di intermediazione e consulenza per circa 7 milioni di americani.
LPL Financial (NASDAQ:LPLA) ha anunciado que los asesores financieros Charlie Narmi y Theresa Rynaski se han unido a su canal de asesores empleados, Linsco by LPL Financial, para lanzar The Narmi Group Investment Management. El equipo, que anteriormente trabajaba en Robert W. Baird & Co., aporta aproximadamente 870 millones de dólares en activos de asesoría, corretaje y planes de jubilación a LPL.
Con sede en Omaha, Nebraska, el equipo atiende a jóvenes profesionales, organizaciones sin fines de lucro y clientes enfocados en la jubilación. La transición fue motivada por su deseo de mayor autonomía, flexibilidad y tecnología avanzada. A través de Linsco, acceden a la plataforma integrada de gestión patrimonial de LPL, manteniendo la independencia en las relaciones con los clientes y la gestión de su práctica.
Actualmente, LPL Financial apoya a más de 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, gestionando cerca de 1.8 billones de dólares en activos de corretaje y asesoría para aproximadamente 7 millones de estadounidenses.
LPL Financial (NASDAQ:LPLA)은 금융 자문가 Charlie Narmi와 Theresa Rynaski가 직원 자문 채널� Linsco by LPL Financial� 합류하여 The Narmi Group Investment Management� 출범했다� 발표했습니다. 이전� Robert W. Baird & Co.� 있던 � 팀은 � 8� 7천만 달러� 자문, 중개 � 은� 계획 자산� LPL� 가져왔습니�.
네브래스카주 오마하에 기반� � � 팀은 젊은 전문가, 비영� 단체, 은� 중심 고객� 대상으� 합니�. 전환은 � � 자율�, 유연� � 향상� 기술� 원하� 욕구� 의해 추진되었습니�. Linsco� 통해 LPL� 통합 자산 관� 플랫폼에 접근하면서도 고객 관계와 업무 관리는 독립성을 유지합니�.
LPL Financial은 현재 29,000� 이상� 금융 자문가와 � 1,200개의 금융 기관� 지원하�, � 1.8� 달러� 중개 � 자문 자산� � 700� 미국인에� 관리하� 있습니다.
LPL Financial (NASDAQ:LPLA) a annoncé que les conseillers financiers Charlie Narmi et Theresa Rynaski ont rejoint leur canal de conseillers salariés, Linsco by LPL Financial, pour lancer The Narmi Group Investment Management. L'équipe, auparavant chez Robert W. Baird & Co., apporte environ 870 millions de dollars d'actifs de conseil, de courtage et de plans de retraite à LPL.
Basée à Omaha, Nebraska, l'équipe sert des jeunes professionnels, des organisations à but non lucratif et des clients axés sur la retraite. Cette transition a été motivée par leur désir d'une plus grande autonomie, flexibilité et technologie améliorée. Grâce à Linsco, ils ont accès à la plateforme intégrée de gestion de patrimoine de LPL tout en conservant leur indépendance dans les relations clients et la gestion de leur pratique.
LPL Financial soutient actuellement plus de 29 000 conseillers financiers et environ 1 200 institutions financières, gérant environ 1,8 billion de dollars d'actifs de courtage et de conseil pour environ 7 millions d'Américains.
LPL Financial (NASDAQ:LPLA) hat bekannt gegeben, dass die Finanzberater Charlie Narmi und Theresa Rynaski ihrem angestellten Beraterkanal Linsco by LPL Financial beigetreten sind, um The Narmi Group Investment Management zu gründen. Das Team, zuvor bei Robert W. Baird & Co., bringt etwa 870 Millionen US-Dollar an Vermögenswerten aus Beratung, Brokerage und Altersvorsorgeplänen zu LPL.
Mit Sitz in Omaha, Nebraska, betreut das Team junge Berufstätige, gemeinnützige Organisationen und auf Ruhestand ausgerichtete Kunden. Der Wechsel wurde durch den Wunsch nach mehr Autonomie, Flexibilität und verbesserter Technologie motiviert. Über Linsco erhalten sie Zugang zur integrierten Vermögensverwaltungsplattform von LPL, behalten dabei jedoch ihre Unabhängigkeit in Kundenbeziehungen und Praxismanagement.
LPL Financial unterstützt derzeit über 29.000 Finanzberater und rund 1.200 Finanzinstitute und verwaltet etwa 1,8 Billionen US-Dollar an Brokerage- und Beratungsvermögen für rund 7 Millionen Amerikaner.
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SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Charlie Narmi and Theresa Rynaski, CFP®, have joined LPL’s employee advisor channel,, to launch . They reported serving approximately
Based in Omaha, Neb., Narmi, a second-generation financial advisor, and Rynaski have worked together for two decades and have built a reputation as a team that goes above and beyond for their clients � which includes a mix of young professionals, non-profit organizations and those nearing or in retirement.
“We pride ourselves on being a one-stop-shop for our clients,� Rynaski said. “It’s not unusual for us to go the Social Security office with them or help them research nursing homes. We are honored that our clients trust us with so many important life decisions, as well as with their financial futures, and it’s a privilege to walk alongside them every step of the way.�
Why The Narmi Group Investment Management made the move to Linsco by LPL
The transition to LPL Financial for the next chapter of their business was motivated by the team’s aspiration for autonomy, flexibility and . They were drawn to the Linsco model, which serves financial advisors seeking the core tenets of independence, including owning their client relationships and having flexibility to run their practice, their way. With Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant and other resources that allow advisors to focus on their clients.
“Partnering with LPL will allow us to have the backing of a large firm, but with the independence to serve our clients our way,� Rynaski said. “LPL provides the ideal platform, size and scale, and their commitment to invest heavily inintegrated and streamlined technology will allow us to best support our clients, grow our business and build more long-lasting relationships.�
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Charlie and Theresa to the Linsco community, and congratulate them on the launch of The Narmi Group Investment Management. At LPL, we are committed to offering differentiated experiences for advisors and their clients. We do that by offering unparalleled flexibility, strategic resources and innovative technology designed to help advisors deliver an elevated client experience while operating thriving practices. We look forward to supporting The Narmi Group Investment Management for years to come.�
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial�), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms “financial advisors� and “advisors� are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “� or “� section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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