LPL Financial Welcomes New Advisors to the Linsco Channel
LPL Financial is thrilled to announce the addition of two highly regarded financial advisors, Ken Hutkin and Ron Winkler. They have joined the Linsco employee advisor channel to launch 57th Street Wealth Advisors. This dynamic duo is set to deliver outstanding financial services, handling around $400 million in assets, which includes advisory, brokerage, and retirement plan management. Their new office is located in the lively city of New York.
Meet the New Advisors
Ken Hutkin brings over 30 years of entrepreneurial expertise to the team. His understanding of the specific challenges faced by individuals and business owners allows him to craft customized financial strategies tailored to his clients' needs. On the other hand, Ron Winkler has nearly four decades of experience as the founder and managing partner of Winkler & Co. CPAs, where he led tax and financial planning services. Both advisors are passionate about helping clients navigate their financial challenges.
Personalized Financial Management
Together, Hutkin and Winkler are committed to guiding their clients throughout their financial journeys. They prioritize delivering tailored services along with clear, actionable financial plans. A dedicated support team backs them, including Client Services Associate Margarita "Margie" Santiago and wealth associates Nathan Wild and Noah Hutkin, enhancing their ability to assist clients effectively.
A Holistic Approach to Wealth Management
Winkler emphasizes that their team's distinctiveness comes from a strong commitment to both implementing strategies and ensuring high-quality service. They see themselves as a holistic, process-driven team that emphasizes multi-generational financial planning, adeptly managing tax-sensitive investment strategies while offering comprehensive wealth management.
Why Transition to Linsco at LPL Financial?
The choice for 57th Street Wealth Advisors to partner with Linsco by LPL Financial was driven by a desire for more independence in their practice. The Linsco model provides financial advisors with the freedom to own their client relationships and manage their practices on their terms.
Advantages of Joining LPL Financial
By aligning with Linsco, Hutkin and Winkler tap into LPL's extensive wealth management platform and a wide array of robust business resources. They also benefit from the experienced support of branch management professionals and dedicated consultants, setting the stage for future growth.
Looking Forward with Excitement
Hutkin shared his enthusiasm for their future, highlighting that LPL's strong reputation in the financial services sector and its commitment to resources will empower their practice to thrive. He is particularly looking forward to providing clients with a seamless and successful experience via LPL's offerings.
Community Growth and Support
Scott Posner, LPL’s Executive Vice President of Business Development, welcomed the new team to the community. He noted that Linsco is structured to give advisors more control and flexibility, nurturing an environment that is conducive to business growth. LPL’s abundant resources and knowledgeable support teams are dedicated to enhancing the operations of 57th Street Wealth Advisors.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) advocates for a business model that centers around the needs of advisors and institutions. With over 23,000 financial advisors and numerous institutions served, LPL is committed to empowering advisors with the independence to effectively manage their businesses. Their mission is to ensure clients receive personalized financial guidance that is crafted with care.
Frequently Asked Questions
What services does LPL Financial offer?
LPL Financial provides advisory services, brokerage services, and wealth management solutions tailored to meet both 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 substantial financial experience and expertise to their roles.
What benefits do advisors gain from Linsco by LPL Financial?
The Linsco model empowers advisors with the freedom to manage client relationships while also providing access to LPL’s comprehensive wealth management platform and resources.
What is LPL Financial’s mission?
LPL Financial aims to enable financial advisors to select their business models and resources, ensuring they can provide exceptional service to their clients.
What advantages are there in joining LPL Financial?
Advisors who join LPL can expect increased flexibility, significant business resources, and support from experienced professionals, all of which foster growth and service excellence.
