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.
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!
Casey Furr, SVP LPL Financial
Casey Furr is the Senior Vice President of Business Transitions for LPL Financial. She has been with LPL for 20 years. Casey began her career in Operations in 2001, and then moved to Business Consulting as a Relationship Manager. For the past 8 years, Casey has been leading the transitions team which supports advisors moving their practices to LPL. She is very passionate about career development and providing guidance to individuals on their careers.
As a Boston, MA native, Casey graduated from the University of Massachusetts, Amherst and received a Psychology Degree. Casey holds her Series 7 and 66 Licenses. She currently lives in San Diego, CA with her husband, Daniel, her 12-year-old daughter, Lillian and her 11-year-old son, Carson. Casey enjoys outdoor activities such as paddle boarding, snorkeling, skiing and traveling to remote locations!
Register here: https://zoom.us/webinar/register/WN_x347uDE1TbCMqW7yuHSjIg
This event is for educational purposes only. (03/21)
Date and Time
Thu, Jun 24, 2021
5:00p - 6:00p MST