Weissenburger Investments & Financial Planning has joined the LPL Financial broker-dealer and RIA custodial platforms. The firm, named for its principal, Tom Weissenburger, also consists of financial advisor David Olberding and four professional support staff.
Weissenburger Investments & Financial Planning reported that, as of 31 May, 2015, it serviced approximately USD220 million in advisory and brokerage client assets.
Based in Clive, Iowa (a suburb of Des Moines), Weissenburger Investments & Financial Planning serves a diverse client base of private individuals and families across 30 states, with the majority located within Iowa. Offering both fee- and commission-based advisory services, the firm provides comprehensive financial planning for all phases of its clients’ financial lives, from asset gathering and asset management to retirement planning and income generation, and also assists in estate planning and multigenerational strategies.
“We are very pleased to join LPL,” says Weissenburger. “Our firm has a highly diverse client base and a hybrid commission- and fee-based business model, and we found that we needed a technological platform that would better suit both our clients and our practice. We believe that LPL’s technology will create considerable efficiencies for us in managing our business day to day so that we can spend more time with our clients.”
“Tom Weissenburger and his team have built a distinguished and highly successful business within the independent space, and we are proud they have now chosen LPL to enhance their business,” says Steve Pirigyi (pictured), executive vice president of business development, LPL Financial. “We look forward to providing the resources they need to pursue their strategy to grow their firm and to help their clients work toward their long-term financial goals.”
