Our Partnership with LPL Financial

LPL Financial is one of the nation's leading financial services companies* and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means that the financial consultants with Wisconsin Advisors are not pressured or influenced by LPL to sell its products. 

Wisconsin Advisors is your partner. And at LPL, we are theirs. LPL has been in business for over 30 years, and currently support approximately 5.7 million client accounts, with over $1 trillion in brokerage and advisory assets custodied (as of 2/23/22). That means LPL is able to provide support and backing to our practice—and assurance for you that your goals are being addressed and in caring hands.

Learn more about LPL's partnership with advisors online at lpl.com

*As reported by Financial Planning magazine, June 1996-2023, based on total revenue.