Business UpdateJul 16, 2026, 08:56 AM
LPL Financial Welcomes Advisor Alan Feutz with $725M in Assets
AI Summary
LPL Financial LLC announced that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned firm, through LPL Financial's broker-dealer and RIA platforms. Feutz brings approximately $725 million in advisory, brokerage, and retirement plan assets from J.P. Morgan. Based in Deerfield, Illinois, Feutz has over two decades of experience, focusing on comprehensive wealth management for individuals and families approaching or in retirement. This move highlights LPL's continued growth in attracting experienced advisors.
Key Highlights
- Alan Feutz, CFP®, joined LPL Financial's platforms.
- Feutz brings approximately $725 million in advisory, brokerage, and retirement plan assets.
- He joins from J.P. Morgan, based outside Chicago in Deerfield, Ill.
- Feutz has over two decades of industry experience.
- LPL Financial supports over 32,000 financial advisors.
- LPL services and custodies approximately $2.3 trillion in assets.
Price Impact
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