- #1 independent broker/dealer in the nation*
- Over $3.1 billion in revenue**
- Over 12,000 affiliated advisors nationwide
- Over 2,700 staff with headquarters in San Diego, Boston, and Charlotte
- Over $340 billion in assets as the broker/dealer of record**
LPL FINANCIAL
CORPORATE VIDEO
* As reported by Financial Planning magazine, June 1996-2011, based on total revenues.
** As of December 31, 2010.
qualified
In the ever more complex world of financial planning and investing, you should demand experienced, qualified advisors to help chart your course.
Daniel S. Tresemer, CFP®
Richard R. Kitick
Robin Anderson, ChFC, CFE
James D. Keller, AAMS, CFP®
Ed Marr
Jeff Menough, AAMS
Julie M. Ness
Robert Perez
Jennifer A. Sypien, CDFA
Thomas G. Tarvis, CFP®
Steve M. Visser
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We are proud to announce being voted "The Best" in Kane County by the readers of the Kane County Chronicle. For the third year in a row, we would like to thank those for giving us your vote and we sincerely appreciate your business, enthusiasm, and trust in our services. |
At OnPath Financial, you can rest assured that your advisor is an experienced, qualified professional who is committed to their established practice. Degrees include MBAs from some of the most prestigious universities in the country, designations conferred by the College of Financial Planning, as well as CERTIFIED FINANCIAL PLANNER™ certificants.
The quality of your advisor relationship is also accentuated through the affiliation with our broker/dealer and clearing partner LPL Financial. As the nation’s largest independent broker/dealer*, LPL Financial provides the advisors of OnPath Financial with leading-edge tools, independent investment research, and dedicated support. For over forty years, one of the keys to the success of LPL Financial has been an uncompromising commitment to conflict-free investment solutions.
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St.Charles Office Phone: 630.584.8100 Directions |
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Naperville Office Phone: 630.577.1410 Directions |
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No offers may be made or accepted from any resident outside these states. Securities and advisory services offered through LPL Financial.
A Registered Investment Advisor. Member FINRA/SIPC www.finra.org www.sipc.org - www.lpl.com
