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

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."