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Financial services

LPL Financial Welcomes Tennant Financial, A Team With $1.3 Billion in Advisory Assets

Strategic Insights

— 1 min read

Tennant Financial, a team of experienced financial advisors, has joined LPL Financial, a leading wealth management firm. The team, led by Steven Tennant, Jeremy Berry, and Ryan Wade, brings with them a combined 75 years of experience in financial services and investment planning. They primarily serve high-net-worth families, corporate executives, business owners, and medical professionals.

Key Takeaways:

  • Tennant Financial brings approximately $1.3 billion in advisory, brokerage, and retirement plan assets to LPL Financial.
  • The team, led by Steven Tennant, Jeremy Berry, and Ryan Wade, joins LPL from Northwestern Mutual.
  • They have 75 years of combined experience in financial services and investment planning.
  • Tennant Financial primarily serves high-net-worth families, corporate executives, business owners, and medical professionals.
  • The team's comprehensive approach to financial services integrates retirement, investments, income and estate taxes, and charitable giving.
  • They have a strong focus on personal finance and strive to provide a seamless strategy for clients across generations.
  • LPL's advanced technology and integration capabilities were key factors in Tennant Financial's decision to join the firm.
  • The team is excited to bring their expertise to bear for their clients and team, and are well-positioned to meet the needs of their clients and support their team in the future.

Statistics:

  • The team has $1.3 billion in advisory, brokerage, and retirement plan assets.
  • The team has 75 years of combined experience in financial services and investment planning.
  • LPL Financial supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions.
  • The firm services and custodies approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.
  • The founders of Tennant Financial, Steven Tennant, Jeremy Berry, and Ryan Wade, have collaborated since 2000.

Sources:

  • LPL Financial LLC. "LPL Financial Welcomes Tennant Financial." Press Release, September 25, 2024.
  • LPL Financial Holdings Inc. (Nasdaq: LPLA). "LPL Financial."
  • Contify.com. LPL Financial LLC. "Copyright 2017 Contify.com"

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