CHARLOTTE, North Carolina – February 17, 2022 –LPL Financial LLC announced today that financial advisors Jason J. Howard, CFP®CIMA, AIF, Shane Kunz, CFP®CIMA and Chad Horne, CPWA have joined LPL Financial to launch an independent practice, Result Private Wealth. They are aligned with Stratos Wealth Partners. The team said it served $1 billion in advisory, brokerage and pension plan assets. * They come from Wells Fargo Advisors.
Based in Salt Lake City, the trio of advisors have worked together for more than a decade, each bringing a unique experience and perspective to the company. Together they provide holistic investment advice, financial planning and wealth care to affluent families, professionals, business owners and retirees. The Outcome Private Wealth team also includes four administrative support staff.
“We’re a real team with the same core values, and we’ve created this practice with a focus on delivering financial results for our clients. Our goal is to help simplify the increasingly complex financial landscape and deliver sustainable strategies to help customers save time and money,” said Horne, a former medical sales manager who changed careers after his financial planner inspired him to help others navigate their own financial roadmap.
Why did they move
Outcome advisors turned to LPL and Stratos in their quest for more freedom and autonomy, as well as improved technology and the ability to offer customers differentiated experiences. “Over the years we have become accustomed to serving our customers with some of the best resources available, but as we have grown we have recognized the need for a new partner. By moving to LPL and Stratos, we have the flexibility to serve our customers with innovative capabilities and give them the experiences they deserve,” said Howard.
Kunz added, “Our clients are our #1 priority. After learning about all of the additional LPL and Stratos resources, from trading capabilities to client management software to additional financial planning tools based on taxation it was impossible to stay. In a changing environment we wanted to bring more to the table. We are delighted to be in a place we can be proud of and look forward to offering our guests a more personalized touch .
The move also provides the team with greater opportunities to grow their practice through mergers and acquisitions, as well as generate additional revenue by working closely with centers of influence, such as lawyers and CPAs. .
Charles Shapiro, Founding Partner and Chief Development Officer of Stratos, said, “It’s a very competitive recruiting landscape, especially for high caliber private banking teams. We are very honored that Jason, Chad, Shane and their group have chosen to join Stratos Wealth as our new partners. Utah has been a terrific market for our business growth and we are proud to support Outcome Wealth in their plans to expand into the market.
Scott Posner, LPL’s Executive Vice President, Business Development, said, “We welcome Jason, Shane and Chad, and are honored that they have turned to LPL and Stratos on their journey to independence. This is a team that was looking for a growth partner that could serve them long term. For advisors to have the ability to reach the full potential of their business, they need a partner committed to their success; a partner who has the scale, expertise and capital to be able to invest and continually evolve to meet the relevant needs of their business and their customers. And that’s exactly what we do here at LPL. Our unique mission is to support our advisors so that they can take care of their clients. We look forward to a long and productive relationship. with Outcome Private Wealth.”
Advisors, find a LPL business development manager near you.
About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the business should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 20,000 financial advisors, and approximately 800 institutional investment programs and 500 independent RIA firms nationwide. We are unwavering in our commitment to the advisor-centric model and the belief that Americans deserve access to personalized advice from a financial advisor. At LPL, independence means advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their practice perfectly. And they have the freedom to manage their relationships with their customers because they know their customers best. Simply put, we take care of our advisors, so they can take care of their clients.
About Stratos Wealth Partners
Stratos Wealth Partners is an independent, partner-owned and operated Registered Investment Advisory (RIA) firm. Founded in 2009, the firm offers operational, strategic and revenue-generating resources, as well as a reliable infrastructure allowing advisors the flexibility to develop and grow their own business. Since its creation, Stratos has had 275 independent advisors. Stratos Wealth Partners, Ltd., an SEC-registered investment adviser, manages over $10.33 billion in advisory assets and advises, through LPL Financial, over $8.28 billion brokerage and third-party managed assets totaling $18.61 billion as of December 31, 2021.
** Best RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 independent brokerage in the United States (based on total revenue, Financial Planning magazine 1996-2021); #1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliates provide financial services only from the United States.
*Approximate value based on assets and holding details provided to LPL as of year 2021
Securities and advisory services offered by LPL Financial LLC, an SEC-registered broker-dealer and investment adviser. Member FINRA/ SIPC
Investment advice is also offered by Stratos Wealth Partners, Ltd., a registered investment adviser.
Throughout this communication, the terms “financial advisers” and “advisors” are used to refer to registered representatives and/or representatives of investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Outcome Private Wealth, Stratos Wealth Partners and LPL Financial are separate entities.