nVision Wealth advisors have chosen to affiliate with LPL Financial to strengthen and elevate the services we provide to help guide you toward your financial goals.

Effective Wealth Management is enhanced by the right partner.

 

As the nation’s largest independent broker/dealer,* an RIA custodian, and leading provider of third-party brokerage services to banks and credit unions,** LPL FInancial backs the wisdom and experience of nVision Wealth advisors with an enormous catalog of services and resources, such as:

  • Objective market research
  • Compliance oversight
  • Innovative technology
  • Ongoing practice consulting and training

 

Formed in 1989 through the merger of Linsco and Private Ledger (founded in 1968 and 1973, respectively), LPL was built on the belief that objective financial guidance benefits everyone – and advisors are best able to serve clients when they have access to innovative tools and solutions that work for them. Remaining strong in this conviction, LPL formed a political action committee to lobby Washington on behalf of advisors and their clients, helping keep the right to objective advice a constant in our industry.

 

Today, LPL provides comprehensive support and a broad range of innovative business solutions to a network of more than 14,000 financial advisors.

 

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com

LPL Financial Across America

• Independent Advisors

• Banks and Credit Unions

*Based on total revenues, Financial Planning magazine, 1996-2018.

**2016/2017 Kehrer Bielan TPM Survey. Based on financial institution market share.

Corporate Woods® Building 9
9200 Indian Creek Parkway
Suite 500
Overland Park, KS 66210
Phone: 913-956-4000
Fax: 913-956-4015
Shawnee Branch
6428 Vista Drive
Shawnee, KS 66218

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KS, KY, MD, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TX, VA, WA, WI, WY.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through nVisionWealth, a registered investment advisor and separate entity from LPL Financial.