LPL Financial Welcomes Kupono Wealth Planning
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC?announced today that Brandon Wallis, CFP®, CRPS™, of Kupono Wealth Planning has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from Edward Jones. Kupono Wealth Planning is based in Mililani, Hawai?i, just 20 miles from Honolulu, and proudly serves the Central Oahu and North Shore communities. With two decades of industry experience, Brandon has called Hawai?i home since 2007. Brandon works with a diverse clientele, including individuals who have retired within the last decade, those planning to retire in the next five years, as well as many mainland transplants, medical professionals, and small business owners. “We chose the name Kupono Wealth Planning, for what it stands for and as a benchmark for how we treat clients. Kupono means to act with integrity, fairness, an
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News
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LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/5/25 - Form 144
- 12/5/25 - Form 144
- 12/3/25 - Form 4
- LPLA's page on the SEC website