LPL Financial Welcomes Aero Capital
March 06 2024 - 9:00AM
LPL Financial LLC announced today that financial advisors
Brice Lowe CFP®, CPWA and Bradley Moser CFP®, have joined LPL
Financial’s broker-dealer, RIA and custodial platforms, aligned
with Mariner Advisor Network. They reported having served
approximately $150 million in advisory, brokerage and retirement
plan assets* and join LPL from Stifel Financial.
Based in downtown Wichita – the “Air Capital of the World” – the
advisors are native Kansans with a deep connection to their
community. Moser came from a fifth-generation farming family, and
early on, recognized the need to effectively manage finances and
build wealth. Lowe, Moser’s stepson, chose to follow the same path
into the financial services industry, first interning with Moser
during college and later as partner in what would become Aero
Capital. Together, they specialize in serving affluent families,
business owners and private family foundations by providing
comprehensive wealth management services such as wealth planning,
asset management, tax-advantaged investment strategies, estate
planning review services and charitable giving strategies.
“The next logical step for our business was to launch our new
firm, Aero Capital, by partnering with LPL,” Lowe said. “It’s our
goal to leverage our experience, designations and industry
knowledge to help clients map out a customized, coordinated ‘flight
plan’ to help them work toward their destination: a lifetime of
financial freedom.”
The move to LPL gives the Aero team more flexibility to build a
more boutique firm so they can serve clients’ comprehensive
financial needs, beyond investments. The advisors said LPL provides
more sophisticated resources and specialists, especially in the
areas of high-net-worth and financial planning.
“We wanted to take control of our business, expand our offerings
and grow our practice into something bigger,” Lowe said. “We
believe the new tools and resources make us more competitive to
earn new business and attract new clients, but also recruit other
advisors with successful practices. With LPL’s robust platform
combined with localized support from Mariner, it seemed to be a
win-win for our business and clients.”
Jen Hanau, national managing director of Mariner Advisor
Network, said, “We are excited to welcome Brice and Brad to the
Mariner Independent Advisor Network family to help them grow their
business. By leveraging the thought leadership and diverse
resources of an experienced team, including specialists focused on
portfolio construction, investment solutions and various advisor
solutions, advisors can have more time to focus on helping their
clients build their wealth.”
Scott Posner, LPL Executive Vice President, Business
Development, added, “We welcome Brice and Brad to the LPL community
and congratulate them on the launch of Aero Capital. As advisors
continue to stay innovative and agile, LPL empowers their ability
to scale their service and business goals. When advisors are
afforded freedom to choose their product platform, branding, client
service model and business solutions, they can give clients the
personalized and differentiated experiences they deserve. We look
forward to a long-lasting relationship with the entire Aero Capital
team.”
Related
Advisors, find an LPL business development
representative near you.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving more than 22,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
(“RIA”) firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC (“LPL Financial”), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Aero Capital and
LPL Financial are separate entities.
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 “Investor Relations” or “Press Releases”
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
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