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LPL Financial‘s IPO is the story of the American Retirement Dream Fulfilled. This IPO is not unlike the IPO of Apple or Microsoft for their respective industry. Todd Robinson, Mark Casady, Jim Putnam and countless others followed the desires of the American investing public for independent advice, fee for service, non-proprietary products and superior technology.

Together they have reinvented the American financial planning service model to the benefit of all American investors.  LPL attracted the nation’s finest advisors–men like Ron Carson–and countless others, and built a firm equaling Merrill Lynch, Morgan Stanley, UBS PaineWebber and others in only two decades.

LPL now embodies the American Retirement Dream and they have revolutionized financial planning for American retirement.  Americans today receive more sophisticated financial advice from professional advisors and for a more reasonable price than any other time in history.  LPL Financial deserves much of the credit for this tremendous advancement.

Read my blog for more insight.

Wade Dokken

President, WealthVest Marketing