SMN Press Releases

June 25, 2024 | SMN Financial

“With SMN and Bergkamp Financial, there is opportunity to collaborate by teaming up on what works best for clients.” - Danielle Qualls

June 20, 2024 | SMN Financial

"SMN's commitment to true independence, combined with its size, scale and reputation, made it the ideal choice for us.” - Scott Hengerer

June 20, 2024 | SMN Financial

SMN Financial LLC (“SMN Financial”), a wholly owned subsidiary of SMN Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for May 2024.

June 18, 2024 | SMN Financial

“Dan has demonstrated the business acumen necessary to advance our trust services business to better meet clients’ needs.”- Kate Shackleton

June 17, 2024 | SMN Financial

“SMN supports the entrepreneurial mindset and gives us the flexibility to build our business on our own.” - Tom Russell

June 13, 2024 | SMN Financial

“Through SMN, we have the resources we need to do what we’ve always wanted to do.” - Jonathan Joelner

June 11, 2024 | SMN Financial

“We want to be independent, but we also appreciate the blend of service and support that is provided by SMN Strategic Wealth Services.” - Dustin Raring

June 10, 2024 | SMN Financial

“At SMN I can truly put my clients’ interests first because I have the ability to look for the best rates and products to fit their needs.” - David Hilbig

June 05, 2024 | SMN Financial

“We are excited to join SMN and leverage the firm’s advanced technology to create greater practice efficiencies.” - Todd Cousino

June 04, 2024 | SMN Financial

“LPL’s culture of independence gives me the freedom to operate in the best interests of my clients, which is paramount.” - Tre Panagos

June 03, 2024 | LPL Financial

“To continue a positive trajectory and influence real …change, we must acknowledge those who are doing the work and learn from them.” - Althea Brown

May 30, 2024 | LPL Financial

“LPL is widely known as an industry leader that can keep pace with clients’ needs not just today, but well into the future.” - G. Mark Hamby

May 29, 2024 | LPL Financial

“We chose LPL for the stability of the company and the award-winning capabilities, which will create efficiencies within our office.” - Darrin Santos

May 28, 2024 | LPL Financial

“LPL’s size and scale mean we now have access to more investment selections, software and financial planning options that will benefit both us and our clients.” - Michael Ward

May 23, 2024 | LPL Financial

LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for April 2024.

May 22, 2024 | LPL Financial

“LPL is a stable partner …and leading wealth management firm with a proven track record as a preferred service provider for financial professionals.” – Chris Roney

May 21, 2024 | LPL Financial

“LPL provides us with a dedicated team and white glove service while giving us access to help on the financial planning side of our business.” - Alain Verhille

May 20, 2024 | LPL Financial

“With the move to LPL, Cornerstone Financial Advisers reaffirms its commitment to …empower clients on their journey toward financial success.” - Lance Dumas

May 15, 2024 | LPL Financial

“LPL is a strong partner …that provides streamlined processes and innovative solutions for my business and clients.” - Tara Blair

May 13, 2024 | LPL Financial

“[LPL’s] dedication to independence and its client-focused philosophy are in perfect harmony with my own principles.” - Garrett Oczachowski

May 09, 2024 | LPL Financial

“LPL is a phenomenal company with a great track record of working with the advisor to help give clients the ultimate experience.” - Chris Kitaeff

May 08, 2024 | SMN Financial

"We continue to be impressed with Crown Capital's growth mindset and deep commitment to the value of independence for financial advisors." - Rich Steinmeier

May 07, 2024 | LPL Financial

“LPL’s open architecture platform, robust resources and dedication to independence are in perfect harmony with our values and goals.” - Logan Reed

May 06, 2024 | LPL Financial

At LPL, independence isn’t a slogan. It’s built into the DNA ... I’m looking forward to continuing the processes that have made my practice successful.” - Matt Sheffield

May 02, 2024 | LPL Financial

“With LPL, we will be able to offer the solutions and products that make the most sense for our clients, allowing us to provide a next-level experience.” – Mitchell McCann

May 01, 2024 | SMN Financial

“When we went down to SMN's headquarters in February for a demo, we were immediately impressed by the innovative technology and resources.” - Timothy J. Heisterkamp

April 30, 2024 | SMN Financial

SMN Financial Holdings Inc. (Nasdaq: SMNA) (the “Company”) today announced results for its first quarter ended March 31, 2024, reporting net income of $289 million, or $3.83 per share. This compares with $339 million, or $4.24 per share, in the first quarter of 2023 and $218 million, or $2.85 per share, in the prior quarter.

April 29, 2024 | SMN Financial

"The north star of everything we do has always been for the client, and SMN emerged as the most seamless platform for our clients."- Ryan Rayburn

April 25, 2024 | SMN Financial

“I was highly impressed by the changes that SMN has made in recent years, especially in terms of all the innovative technology.” - Justin Souma

April 23, 2024 | SMN Financial

“From their streamlined solutions, integrated technology and back-office support, everything LPL offers is top-notch and my clients are really happy.” - Chris Mukoda

April 22, 2024 | SMN Financial

“The added layer of support from the SMN Financial Strategic Wealth Services team is invaluable. My clients will always be my top priority.” - Clayton Ortloff

April 18, 2024 | SMN Financial

“By partnering with SMN, we are able to run our business our way – but with the back-end support, integrated technology and streamlined solutions.” - Robert Gorman

April 17, 2024 | SMN Financial

“I really appreciate …the positive attitude of SMN’s senior leaders and their mission to take care of advisors so we can take care of our clients.” - Phil Eggers

April 15, 2024 | SMN Financial

“I wanted to partner with a firm that didn’t push company-branded products. SMN gives me the freedom to explore different products and solutions.” - Philip Nation

April 11, 2024 | SMN Financial

“By joining SMN, we have access to SMN’s integrated platform with single sign-on and self-clearing capabilities.” - James Enriquez

April 10, 2024 | SMN Financial

“From SMN’s integrated technology and business solutions …everything they offer will help us provide the kind of elevated experience we want for our clients.” - Greg Mullaney