Welcoming Jeff Runyan and Runyan Capital to LPL Financial

LPL Financial Welcomes New Advisor Jeff Runyan

LPL Financial is thrilled to announce a significant addition to its roster of financial advisors as Jeff Runyan joins the team. With a rich background in wealth management, Runyan brings with him approximately $330 million in advisory, brokerage, and retirement plan assets, demonstrating his extensive experience and commitment to client success. His previous affiliation with a reputable firm showcases his high standards and dedication to the financial industry.

Journey to Financial Independence

Hailing from Missouri, Jeff Runyan's journey in finance began in 2001, reflecting a long-standing passion for helping individuals achieve their financial goals. In 2010, he took a bold step by founding Runyan Capital, which was built on the principle of providing an exceptional wealth management experience. With two decades of expertise, Runyan remains rooted in the values that shaped him, gaining respect as a trusted advisor known for his insightful guidance and dedication to client empowerment.

Guiding Principles of Runyan Capital

Runyan encapsulates his firm’s philosophy with the mantra: "Discipline Makes the Difference." This approach is integrated into the portfolio-building process, utilizing behavioral economics research to foster a responsive yet measured investment strategy. This methodology is designed to align with individual client goals and enhance their long-term success.

Strategic Partnership with LPL Financial

In seeking improved technology and increased autonomy, the Runyan Capital team, including Connor Brumfield, Sam Aamot, and Jenni Runyan, decided to partner with LPL Financial. Runyan expressed that the choice was influenced by LPL's substantial presence and robust reputation in the financial community, alongside its impressive technology offerings. This transition to LPL aims to elevate their service to clients while advancing their practice.

Benefits of Joining LPL Financial

Runyan noted, "The move to LPL will let us elevate our business significantly, ensuring we provide an enhanced level of service to our clientele." This dedication to service quality is mirrored in LPL's commitment to helping its advisors thrive and delivering unique client experiences.

A Commitment Beyond Finance

Outside of his professional life, Jeff Runyan values quality time with his family and engages in endurance sports, having participated in marathons globally. His community involvement is evident through his service on various boards, including the Rotary Club of Beverly Hills, and his active participation at the University of Missouri, supporting its programs and faculty.

Looking Ahead

Scott Posner, Managing Director at LPL, warmly welcomed Jeff and his team, marking this transition as an important milestone in their practice's development. The dedication of Runyan Capital to their clients aligns seamlessly with LPL's mission of nurturing financial success for advisors and their clients alike.

Frequently Asked Questions

Who is Jeff Runyan?

Jeff Runyan is a financial advisor who recently joined LPL Financial, bringing extensive experience and a significant client portfolio.

What is Runyan Capital?

Runyan Capital is a wealth management firm founded by Jeff Runyan, focused on delivering tailored financial solutions to clients.

What does the partnership with LPL Financial offer?

The partnership provides Runyan Capital with access to advanced technology, greater independence, and enhanced support for client services.

What is the philosophy behind Runyan Capital?

The firm operates under the guiding principle that 'Discipline Makes the Difference,' emphasizing disciplined investing aligned with client goals.

What does LPL Financial do?

LPL Financial is one of the largest wealth management firms in the U.S., supporting financial advisors with resources and infrastructure to manage client assets effectively.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

Contact Evelyn Baker privately here. Or send an email with ATTN: Evelyn Baker as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.