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 s茅 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 猫 stato motivato dal desiderio di maggiore autonomia, flessibilit脿 e tecnologie avanzate. Attraverso Linsco, hanno accesso alla piattaforma integrata di gestione patrimoniale di LPL, mantenendo per貌 l'indipendenza nelle relazioni con i clienti e nella gestione della loro attivit脿.
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 d贸lares en activos de asesor铆a, corretaje y planes de jubilaci贸n a LPL.
Con sede en Omaha, Nebraska, el equipo atiende a j贸venes profesionales, organizaciones sin fines de lucro y clientes enfocados en la jubilaci贸n. La transici贸n fue motivada por su deseo de mayor autonom铆a, flexibilidad y tecnolog铆a avanzada. A trav茅s de Linsco, acceden a la plataforma integrada de gesti贸n patrimonial de LPL, manteniendo la independencia en las relaciones con los clientes y la gesti贸n de su pr谩ctica.
Actualmente, LPL Financial apoya a m谩s de 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, gestionando cerca de 1.8 billones de d贸lares en activos de corretaje y asesor铆a para aproximadamente 7 millones de estadounidenses.
LPL Financial (NASDAQ:LPLA)鞚� 旮堨湹 鞛愲臧� Charlie Narmi鞕� Theresa Rynaski臧� 歆侅洂 鞛愲 毂勲剱鞚� Linsco by LPL Financial鞐� 頃╇頃橃棳 The Narmi Group Investment Management毳� 於滊矓頄堧嫟瓿� 氚滍憸頄堨姷雼堧嫟. 鞚挫爠鞐� Robert W. Baird & Co.鞐� 鞛堧崢 鞚� 韺�鞚� 鞎� 8鞏� 7觳滊 雼煬鞚� 鞛愲, 欷戧皽 氚� 鞚�韲� 瓿勴殟 鞛愳偘鞚� LPL鞐� 臧�鞝胳檾鞀惦媹雼�.
雱る笇霝橃姢旃挫＜ 鞓る頃橃棎 旮半皹鞚� 霊� 鞚� 韺�鞚� 鞝婌潃 鞝勲臧�, 牍勳榿毽� 雼泊, 鞚�韲� 欷戩嫭 瓿犼皾鞚� 雽�靸侅溂搿� 頃╇媹雼�. 鞝勴櫂鞚� 雿� 韥� 鞛愳湪靹�, 鞙犾棸靹� 氚� 頄レ儊霅� 旮办垹鞚� 鞗愴晿電� 鞖曣惮鞐� 鞚橅暣 於旍霅橃棃鞀惦媹雼�. Linsco毳� 韱淀暣 LPL鞚� 韱淀暕 鞛愳偘 甏�毽� 頂岆灚韽检棎 鞝戧芳頃橂┐靹滊弰 瓿犼皾 甏�瓿勳檧 鞐呺 甏�毽姅 霃呺靹膘潉 鞙犾頃╇媹雼�.
LPL Financial鞚� 順勳灛 29,000氇� 鞚挫儊鞚� 旮堨湹 鞛愲臧�鞕� 鞎� 1,200臧滌潣 旮堨湹 旮瓣磤鞚� 歆�鞗愴晿氅�, 鞎� 1.8臁� 雼煬鞚� 欷戧皽 氚� 鞛愲 鞛愳偘鞚� 鞎� 700毵� 氙戈淡鞚胳棎瓴� 甏�毽晿瓿� 鞛堨姷雼堧嫟.
LPL Financial (NASDAQ:LPLA) a annonc茅 que les conseillers financiers Charlie Narmi et Theresa Rynaski ont rejoint leur canal de conseillers salari茅s, Linsco by LPL Financial, pour lancer The Narmi Group Investment Management. L'茅quipe, auparavant chez Robert W. Baird & Co., apporte environ 870 millions de dollars d'actifs de conseil, de courtage et de plans de retraite 脿 LPL.
Bas茅e 脿 Omaha, Nebraska, l'茅quipe sert des jeunes professionnels, des organisations 脿 but non lucratif et des clients ax茅s sur la retraite. Cette transition a 茅t茅 motiv茅e par leur d茅sir d'une plus grande autonomie, flexibilit茅 et technologie am茅lior茅e. Gr芒ce 脿 Linsco, ils ont acc猫s 脿 la plateforme int茅gr茅e de gestion de patrimoine de LPL tout en conservant leur ind茅pendance 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 financi猫res, g茅rant environ 1,8 billion de dollars d'actifs de courtage et de conseil pour environ 7 millions d'Am茅ricains.
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 gr眉nden. Das Team, zuvor bei Robert W. Baird & Co., bringt etwa 870 Millionen US-Dollar an Verm枚genswerten aus Beratung, Brokerage und Altersvorsorgepl盲nen zu LPL.
Mit Sitz in Omaha, Nebraska, betreut das Team junge Berufst盲tige, gemeinn眉tzige Organisationen und auf Ruhestand ausgerichtete Kunden. Der Wechsel wurde durch den Wunsch nach mehr Autonomie, Flexibilit盲t und verbesserter Technologie motiviert. 脺ber Linsco erhalten sie Zugang zur integrierten Verm枚gensverwaltungsplattform von LPL, behalten dabei jedoch ihre Unabh盲ngigkeit in Kundenbeziehungen und Praxismanagement.
LPL Financial unterst眉tzt derzeit 眉ber 29.000 Finanzberater und rund 1.200 Finanzinstitute und verwaltet etwa 1,8 Billionen US-Dollar an Brokerage- und Beratungsverm枚gen f眉r rund 7 Millionen Amerikaner.
- None.
- None.
SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Charlie Narmi and Theresa Rynaski, CFP庐, have joined LPL鈥檚 employee advisor channel,听, 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 鈥� which includes a mix of young professionals, non-profit organizations and those nearing or in retirement.
鈥淲e pride ourselves on being a one-stop-shop for our clients,鈥� Rynaski said. 鈥淚t鈥檚 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鈥檚 a privilege to walk alongside them every step of the way.鈥�
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鈥檚 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鈥檚 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.
鈥淧artnering with LPL will allow us to have the backing of a large firm, but with the independence to serve our clients our way,鈥� Rynaski said. 鈥淟PL provides the ideal platform, size and scale, and their commitment to invest heavily in听integrated and streamlined technology will allow us to best support our clients, grow our business and build more long-lasting relationships.鈥�
Scott Posner, LPL Managing Director, Business Development, said, 鈥淲e 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.鈥�
Related
Advisors, learn how LPL Financial can help .
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 (鈥淟PL Financial鈥�), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms 鈥渇inancial advisors鈥� and 鈥渁dvisors鈥� 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 鈥溾�� or 鈥溾�� section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
Media Contact:听
听
Tracking #749827
FAQ
How much in assets did The Narmi Group bring to LPL Financial (NASDAQ:LPLA)?
What is Linsco by LPL Financial?
How many financial advisors does LPL Financial support?
Who are the advisors that joined LPL Financial's Linsco channel?
Why did The Narmi Group choose to move to LPL Financial?
