Bringing you live news and features since 2006 

Patriot Wealth Management joins LPL Financial platforms


Patriot Wealth Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms.  

The firm, which joins from Summit Brokerage Services – part of the Cetera network of broker-dealers – provides short- and long-term wealth management services to clients. Patriot Wealth Management is led by E Martin von Känel CFP, founding partner and CEO, and also includes Monica Herrera, director of operations, and support staff members Elizabeth Martinez and Carly Shafik. Together they strive to deliver superior service, which has enabled their growth primarily through referrals.
“My clients chose me, and I want to make sure to deliver on their trust. I am dedicated to helping them plan for their future by educating them to make the best decisions for their unique needs,” von Känel says. “It is equally as important that I have the support of a partner that contributes to that commitment.”
The financial advisor was affiliated with LPL from 1994 to 2009. He said the company’s new leadership and direction inspired his homecoming.
“Transitioning a business is a big undertaking, but returning to LPL was the right decision for me, my family and my firm,” he says. “The technology and resources will bring tremendous value to me and my staff. But it’s the transformation of the company culture that is the driving force behind me coming back. I believe LPL has gone to great lengths to enhance their support to advisors. I’ve seen that no matter the size of your business, you are a part of the team, and we all work together to be successful.”
“Our advisors are at the centre of what we do, and we are thrilled that our mission is resonating with advisors, making it clear to them why they belong at LPL,” says Rich Steinmeier, LPL Financial managing director and divisional president, Business Development. “We understand their business and we know that it’s the relationships they build with their clients that enables them to grow successful independent businesses. We are committed to making investments in the technology and capabilities that will enable them to address the evolving needs of their clients and build businesses with long-term value. We welcome Martin back to the LPL family and look forward to supporting the Patriot Wealth Management team for years to come.”

Latest News

REX Shares has announced a strategic reorganisation that integrates its REX Shares, MicroSectors, and T-REX products, as well as REX..
Allspring Global Investments writes that as it builds an investment platform for the future, it has filed for exemptive relief..
LSEG Lipper writes that ETF promoters in Europe enjoyed estimated net inflows (+EUR25.1 billion) for May 2024...
The European Fund and Asset Management Association (EFAMA) has published its 2024 industry Fact Book, which includes a foreword by..

Related Articles

Marcus Wayerer, Franklin Templeton
Franklin Templeton says that emerging markets are navigating a tricky environment at the moment, due to factors such as the...
Matt Barry, Touchstone Investments
Back in 2022, Cincinnati, Ohio-based Touchstone Investments launched its first four ETFs, having previously been predominantly a mutual fund company....
CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Jordan, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by