DealsMay 14, 2026, 08:56 AM
LPL Financial Adds Fifteen:22 Financial Partners with $380M Assets
AI Summary
LPL Financial LLC announced that Fifteen:22 Financial Partners, an advisory team managing approximately $380 million in assets, has joined its broker-dealer and Registered Investment Advisor platform. The Kansas-based firm, with over 120 years of combined industry experience, moved from Nations Financial Group. Fifteen:22 chose LPL for its advanced technology, client-facing tools, and operational support, aiming to enhance client service and prepare for future growth. LPL welcomed the team, noting their alignment with LPL's mission to empower advisors.
Key Highlights
- Fifteen:22 Financial Partners joined LPL Financial's broker-dealer and RIA platform.
- The team reported serving approximately $380 million in advisory, brokerage, and retirement plan assets.
- Fifteen:22 Financial Partners brings over 120 years of combined industry experience.
- The firm was founded more than 35 years ago.
- LPL Financial supports over 32,000 financial advisors.
- LPL services and custodies approximately $2.3 trillion in brokerage and advisory assets.