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.
