Legacy Premier Wealth Management Joins LPL Financial
LPL Financial LLC recently welcomed a new team of financial advisors to its community, marking a significant milestone for both the advisors and the firm. This transition involves seasoned professionals—Larry Hubbard, Craig Conner, and Jade Maasch—who bring a wealth of experience and commitment to their clients. These advisors have transitioned from Ameriprise, representing around $275 million in advisory, brokerage, and retirement plan assets.
A Dedicated Wealth Management Firm
Previously operating under the name Alliance Financial Partners, the newly formed Legacy Premier Wealth Management team is passionate about offering comprehensive wealth management services. Their primary goal is to help clients understand their entire financial landscape. The firm operates out of Greeley, Colorado, and Cheyenne, Wyoming, supported by Chief Operating Officer Rob Timme.
Mission to Educate and Empower
“We’re focused on helping our clients build a lasting legacy for themselves and their families,” expressed Hubbard in a recent statement. “Our mission involves educating and empowering our clients so they can navigate their financial decisions with confidence.” The move to LPL was prompted by the advisors' desire for a platform that supports their vision for the future, allowing them to serve their clients better.
Why LPL Financial?
The advisors undertook thorough research to identify a firm that aligned with their aspirations and found that LPL Financial met their requirements perfectly. Hubbard noted that this transition provides them the flexibility necessary to expand their practice efficiently and without client disruption. He highlighted the importance of LPL not offering proprietary investment products, which allows them to focus on providing tailored services that meet their clients’ needs. The integrated and open architecture platform offered by LPL further enhances their operational capacity, enabling access to essential tools with a single sign-on.
Community Engagement and Support
Legacy Premier Wealth Management is also deeply committed to community engagement. The team actively participates in various local organizations, including United Way of Weld County, Kiwanis, the Muley Fanatic Foundation, the Michael Ray Lee Foundation, the Rocky Mountain Elk Foundation, and the American Cancer Society. This commitment reflects their holistic approach to not only managing wealth but also positively impacting their community.
LPL's Supportive Framework
Scott Posner, LPL’s Executive Vice President of Business Development, commented on the new partnership, stating, “We welcome Larry, Craig, and Jade to the LPL community and congratulate them on launching Legacy Premier Wealth Management. Advisors who join our firm gain access to dedicated support, integrated capabilities, and the resources needed to maintain high-performing practices.” LPL provides a framework that allows advisors to concentrate on what matters most—their clients.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is prominently recognized among the fastest-growing wealth management firms in the United States. As a leader in the financial advisory marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions. They service and custody around $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm offers a diverse range of advisor affiliation models, investment solutions, and practice management services that allow advisors to select the business model that best suits their operations.
Frequently Asked Questions
What is Legacy Premier Wealth Management's vision for their clients?
Legacy Premier Wealth Management aims to educate and empower clients to navigate their financial decisions with confidence, focusing on building lasting legacies.
Who are the founders of Legacy Premier Wealth Management?
The firm was founded by financial advisors Larry Hubbard, Craig Conner, and Jade Maasch, who previously worked together at Ameriprise.
What does LPL Financial offer their advisors?
LPL Financial provides comprehensive support, integrated capabilities, and access to a range of investment products to ensure their advisors can operate efficiently.
Where is Legacy Premier Wealth Management located?
The firm operates from Greeley, Colorado, and Cheyenne, Wyoming and is committed to community engagement.
What is LPL Financial's standing in the financial services sector?
LPL Financial is recognized as one of the fastest-growing wealth management firms in the U.S., supporting thousands of financial advisors and institutions.
