You may have recently heard – either from us or in the media -- about an agreement between Macquarie Financial Holdings Pty Ltd. and LPL Financial Holdings, Inc. to jointly acquire Waddell & Reed Financial, Inc. It is our priority to keep you informed as details become available and to share what the acquisition may mean for you.
As you know, we are independent financial advisors affiliated with Waddell & Reed, Inc. (WRI), a broker-dealer and registered investment advisor. WRI provides support to our business as we work directly with you. After the acquisition, LPL Financial LLC (LPL) will provide similar support services.
Your best interests are a top priority
Our primary focus and core philosophy is to always act in your best interests. We sincerely value your steadfast dedication and will continue to serve your financial interests.
Craig Johlfs, CFP® would like to host an open forum to discuss the upcoming transition from Waddell & Reed to LPL Financial. This hour-long town hall style session will be hosted by Craig Johlfs, President of Johlfs Financial Group. He will address any questions you may have regarding this exciting shift.
Note: This will be the 4th meeting, there will be other sessions to attend over the coming months.
What will I get in the mail?
What actions do I need to take?
What will change?
Plenty of time for Q& A so bring your questions!
Register here: https://zoom.us/webinar/register/WN_fDf5H_3dSlSqnrC-nn0trA
This event is for educational purposes only. (03/21)
Date and Time
Thu, May 27, 2021
5:00p - 6:00p MST