LPL Financial Expands Team with New Advisors at Linsco Channel
LPL Financial Expands Team with New Advisors at Linsco Channel
LPL Financial has recently welcomed two esteemed financial advisors, Ken Hutkin and Ron Winkler, into the fold. They have joined the Linsco employee advisor channel to establish the promising 57th Street Wealth Advisors. Together, they are set to provide exceptional financial services, managing approximately $400 million in advisory, brokerage, and retirement plan assets. Their new office will be situated in the vibrant city of New York.
Expertise and Background of the New Advisors
Ken Hutkin brings an impressive background with over 30 years of entrepreneurial experience. His insights into the unique challenges faced by individuals and business owners equip him to create tailored financial strategies that resonate with his clients' needs. Meanwhile, Ron Winkler contributes nearly four decades of experience as the founder and managing partner of Winkler & Co. CPAs, where he directed tax and financial planning services. Both advisors share a passion for helping clients overcome financial hurdles.
Client-Centric Approach to Financial Management
Together, Hutkin and Winkler are dedicated to guiding their clients through their financial journeys. Their focus is on delivering personalized services along with actionable financial plans that are easy to understand. They are supported by a skilled team that includes Client Services Associate Margarita "Margie" Santiago, along with wealth associates Nathan Wild and Noah Hutkin, enhancing their ability to serve clients effectively.
A Commitment to Comprehensive Wealth Management
According to Winkler, their team’s uniqueness lies in a deep commitment to both strategy implementation and service excellence. They define themselves as a holistic, process-driven, multi-generational financial planning team, committed to executing tax-sensitive investment strategies alongside comprehensive wealth management.
Why the Transition to Linsco by LPL Financial?
The decision for 57th Street Wealth Advisors to partner with Linsco by LPL Financial stemmed from a desire for greater autonomy in their practice. The Linsco model offers financial advisors the benefits of independence, such as ownership of client relationships and flexibility in managing their practices on their own terms.
Benefits of Joining LPL Financial
By choosing Linsco, Hutkin and Winkler gain access to LPL's comprehensive wealth management platform and a suite of robust business resources. They also benefit from the seasoned support of branch management professionals and dedicated consultants, which positions them well for future growth.
Looking Ahead with Optimism
Hutkin expressed his enthusiasm for setting the stage for the future, emphasizing that LPL's reputation in the financial services industry, along with its investment in resources, will empower their practice to flourish. He is particularly eager for clients to experience a streamlined and successful journey with LPL's offerings.
Community Support and Growth
Scott Posner, LPL’s Executive Vice President, Business Development, welcomed the new team to their community. He mentioned that Linsco is designed to give advisors more control and flexibility, fostering an environment conducive to business growth. LPL’s rich resources and experienced support teams aim to elevate the operations of the 57th Street Wealth Advisors.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) champions a business model that prioritizes the needs of advisors and institutions. With over 23,000 financial advisors and countless institutions served, LPL is committed to empowering advisors with the independence needed to manage their businesses effectively. The goal is to ensure clients receive personalized financial guidance tailored with care.
Frequently Asked Questions
What services does LPL Financial provide?
LPL Financial offers advisory services, brokerage services, and wealth management solutions, tailored to individual and business client needs.
Who are the new advisors at 57th Street Wealth Advisors?
The new advisors are Ken Hutkin and Ron Winkler, both of whom bring extensive financial experience and expertise to their new roles.
How does Linsco by LPL Financial benefit advisors?
The Linsco model provides advisors with the autonomy to control client relationships, combined with access to LPL’s wealth management platform and resources.
What is the mission of LPL Financial?
LPL Financial is dedicated to enabling financial advisors to choose their business models and resources, ensuring they can deliver excellent service to their clients.
What advantages come with joining LPL Financial?
Advisors joining LPL gain flexibility, significant business resources, and support from experienced professionals, fostering growth and service excellence.
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