Wealth Enhancement Group Partners with The Retirement Group, LLC, a Hybrid RIA with Over $809 Million in Client Assets [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
MINNEAPOLIS May 7, 2024 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with over $82.7 billion in client assets, announced that it has joined forces with The Retirement Group, LLC, a hybrid RIA headquartered in San Diego, California . The team of 11 financial advisors manages over $809 million in client assets and is led by Chief Executive Officer, John Jastremski Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, "We are thrilled to welcome John and his team to Wealth Enhancement Group. Together, we will blend our resources and areas of specialization to support clients on their financial journey. This partnership will also strengthen our ability to deliver tailored comprehensive wealth management solutions." Founded in 1993, The Retirement Group, LLC brings an abundance of proficiency and tailored solutions to empower individuals and businesses in their retirement journey. Through comprehensive retirement planning, su
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LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 5/14/24 - Form 8-K
- 5/14/24 - Form 4
- 5/14/24 - Form 4
- LPLA's page on the SEC website