LPL Financial Welcomes Christopher Ketchen to Linsco Team

LPL Financial Welcomes Christopher Ketchen to the Linsco Channel

LPL Financial LLC has made an exciting addition to its Linsco by LPL Financial team by welcoming seasoned financial advisor Christopher Ketchen. With a wealth of experience in the financial sector, Ketchen has launched Katama Wealth Partners, a new business specializing in providing tailored wealth management solutions.

Background and Experience

Christopher Ketchen, a dedicated professional since 1994, began his journey in the retirement plan sector. Over the years, he expanded his expertise into comprehensive wealth management, serving approximately $315 million in advisory, brokerage, and retirement plan assets. His transition to LPL Financial marks a pivotal step in his career, allowing him to prioritize personalized client services. He is now supported by Senior Client Associate Courtney Poole, who plays a critical role in the management of their operations.

Client-Centric Approach

Ketchen’s philosophy revolves around helping clients navigate the complexities of financial planning. He emphasizes understanding clients’ unique needs and preferences to construct sound financial plans. From major life changes to corporate retirement strategies, his approach integrates a deep understanding of each client's goals.

Reasons for Joining LPL Financial

Looking for greater autonomy to grow his business, Ketchen chose to affiliate with LPL Financial. He expressed a strong desire for independence to better align his practice with his personal values. “LPL provides the ideal platform, size, and scale for me to do that,” he stated, appreciating the firm's robust technology and support capabilities.

Support from Linsco

By joining Linsco, advisors like Ketchen enjoy the benefits of owning their client relationships while having the freedom to run their practices as they see fit. The operational support from LPL ensures that Ketchen can focus primarily on delivering exceptional client service.

Looking to the Future

Aside from enriching client interactions, Ketchen is excited about the prospects of collaborating with other advisors within the Boston office. This collaboration will foster innovative strategies that enhance service delivery. He also seeks to establish connections with professionals in various fields, such as legal and accounting services, to broaden the support he provides his clients.

Support from the LPL Team

Scott Posner, LPL Executive Vice President of Business Development, commented on Ketchen’s addition to the Linsco community. He highlighted the resources available to advisors, designed specifically to foster business growth and enhance client experiences. Posner expressed enthusiasm about supporting him in building Katama Wealth Partners.

About LPL Financial

LPL Financial, traded as Nasdaq: LPLA, is recognized as one of the fastest-growing wealth management firms in the United States. With a robust network supporting more than 28,000 financial advisors and 1,200 financial institutions, LPL manages approximately $1.8 trillion in advisory and brokerage assets for millions of Americans. The firm is dedicated to providing flexible advisor affiliation models, innovative investment solutions, and cutting-edge technology to help advisors thrive.

Frequently Asked Questions

Who is Christopher Ketchen?

Christopher Ketchen is a financial advisor recently joined LPL’s Linsco channel, bringing extensive experience and a client-first approach to wealth management.

What is Katama Wealth Partners?

Katama Wealth Partners is a newly launched firm by Christopher Ketchen that focuses on providing comprehensive financial planning and advisory services.

Why did Christopher Ketchen join LPL Financial?

Ketchen seeks greater independence and the ability to incorporate his values into his business, and he believes LPL offers the ideal support and resources to achieve this.

What benefits do Linsco advisors receive?

Linsco advisors get to retain ownership of their client relationships, have the flexibility to manage their practices, and receive robust operational and marketing support from LPL Financial.

How can clients benefit from Ketchen's expertise?

Clients can expect tailored financial strategies designed to meet their unique goals and needs, benefitting from Ketchen's extensive experience in wealth management.

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