SAN DIEGO, Jan. 03, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Zachary Fiandt CFP®, CIMA® has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Partners, Inc., an existing firm that’s part of Exemplar Financial Network. Fiandt reported having served approximately $260 million in advisory assets* and joins LPL from PNC Private Bank Trust.
Based in Fort Wayne, Ind., Fiandt steadily built a reputation over the past decade for helping high-net-worth clients create comprehensive financial plans that shape their future. “I offer full wealth advisory services covering every aspect of the financial spectrum, providing personalized and truly tailored experiences and strategies—no two accounts will ever look the same,” Fiandt said.
Looking for more freedom and flexibility in the way he operates, Fiandt turned to LPL and Financial Partners for the next chapter of his business.
“Through an extensive due diligence process, it became clear that LPL is entirely focused on the advisor and creating differentiated experiences for clients,” Fiandt said. “With LPL, I can make my own choices and create client experiences without outside influence or corporate mandates. I also greatly appreciate the growth toolkit and localized resources provided by the team at Financial Partners, Inc. I’m looking forward to taking my relationship with clients to the next level.”
Financial Partners President Cory E. Marlow said, “We at Financial Partners, Inc., are thrilled to have Zach affiliate with our firm. With the addition of Zach to the Fort Wayne market, we continue to add knowledge and expertise in the financial planning and wealth management space. In addition, Zach brings great experience with high-net-worth relationships, and Financial Partners will allow him to expand his portfolio to the clients he serves. We are ecstatic to bring him on board.”
“As CEO of the Exemplar Financial Network Enterprise, I speak for my team and the other advisors within our organization in saying we are very excited to welcome such a high-quality advisor as Zach Fiandt as he joins the Financial Partners, Inc. operation in Indiana. He will make a terrific addition to the team, and we look forward to what the future holds,” Exemplar Founder David Hubbard said.
Scott Posner, LPL Executive Vice President, Business Development, stated, “We welcome Zach to LPL and congratulate Financial Partners and Exemplar on growing their teams. As the industry continues to evolve, advisors are looking for a partner that provides flexibility and customization, allowing them to operate on their own terms and take care of clients as they see fit. At LPL, we are deeply committed to providing our advisors with ultimate choice by curating the exact type of support they need to create their ideal practice. We look forward to a long-lasting relationship with Zach and his entire network.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, 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 enterprises and at approximately 560 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 enterprise 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 enterprises, 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. Financial Partners, Inc., Exemplar Financial Network Enterprise 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 year-end 2023.
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