LPL Financial Welcomes Five Star Wealth Planning
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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US:NASDAQ Investor Relations:
investor.lpl.com
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Source: GlobeNewswire
SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Minnesota, Coleman brings over 20 years of industry experience, supporting individuals and families preparing for retirement and guiding them through complex wealth transfer planning. She describes her approach as deeply relational and education driven. Every client receives a customized financial plan reflecting their personal comfort level, goals and long-term retirement vision. “At its core, this transition isn’t about platforms — it’s about people,” said Coleman. “For more than 20 years, I’ve had the privilege of walking alongside families through retirement, life transitions and generational planni
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LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/26/26 - Form 4
- 3/26/26 - Form 4
- LPLA's page on the SEC website