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LTS Ladenburg Thalmann Financial Services Inc

3.49
0.00 (0.00%)
After Hours
Last Updated: 01:00:00
Delayed by 15 minutes
Share Name Share Symbol Market Type
Ladenburg Thalmann Financial Services Inc AMEX:LTS AMEX Common Stock
  Price Change % Change Share Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 3.49 0 01:00:00

Securities America Welcomes WealthPLAN Partners

03/11/2016 11:00am

Business Wire


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Omaha, Neb.-based firm has 28 advisors with $2.2 billion in client assets

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services, Inc. (NYSE MKT: LTS, LTS PrA), announced today that WealthPLAN Partners of Omaha, Neb., has joined the independent broker-dealer.

WealthPLAN Partners represents 28 advisors in Nebraska, Colorado, New Jersey and North Carolina with $2.2 billion in client assets.

“We are extremely pleased to begin working with Securities America and look forward to leveraging this new relationship to better serve our partner advisors,” said Todd Feltz, co-founder of WealthPLAN Partners. “We see many tangible benefits from the new relationships. Securities America’s practice management, technology and open architecture gives us a platform that will further accelerate our growth.”

As a hybrid RIA, WealthPLAN Partners provides its expanding network of independent advisors an array of customized services to increase practice performance by leveraging innovative technologies and industry advancements. WealthPLAN Partners also offers fee-based retirement plan options designed to help advisors adhere to the Department of Labor’s increasing fiduciary responsibilities.

“As two Omaha-based firms, Securities America and WealthPLAN Partners share common cultures and values,” said Securities America CEO and President Jim Nagengast. “We look forward to building on WealthPLAN Partners’ well-deserved reputation for superior client service and innovation to help them continue their unparalleled growth.”

About Securities America

Securities America is one of the nation’s largest independent broker-dealers with more than 2,000 independent advisors and $60 billion in client assets.

Securities offered through Securities America, Inc., member FINRA/SIPC.

Securities AmericaNatalie Hadley402-399-9111 ext. 4606800-747-6111 ext. 4606nhadley@saionline.com

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