CHARLOTTE, NC, April 04, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Financial Advisor Lisa Tesar has joined Linsco by LPL, the company’s employee advisor model. She reported to LPL after serving approximately $260 million in consulting, brokerage and pension plan assets* and joining LPL from Morgan Stanley.
Based in Cedar Rapids, Iowa, Tesar is a second-generation consultant who followed in her father’s footsteps in their family business, which dates back to 1936. “It was such a blessing to be trained and raised in the industry by my father,” said Tesar. “Our team’s mission is to provide experience, intellectual capital and dedicated personalized service to help each client achieve their life goals. I really want to work with good people and help make their financial dreams come true.
At Tesar Group Investment & Financial Planning by LPL Financial, Tesar works primarily with affluent elderly clients, with an emphasis on individual portfolio management for retirement income strength. She is joined by Client Services Associate Julie Regan and plans to eventually bring on her son to continue the legacy practice and ensure clients are supported for generations to come.
The team turned to LPL Financial after deciding they needed a new partner that offered them the freedom to make their own decisions, as well as the ability to provide personalized advice to each client. “We were particularly attracted to the Linsco model, which allows us to do everything we could do in a large regional company, but comes with individualized support and resources,” Tesar said.
Linsco offers financial advisors brand autonomy and practice control without the demands of business operations. With access to LPL’s integrated wealth management platform and innovative resources, Linsco advisors are equipped with the tools they need to create differentiated experiences for clients. On top of that, they receive full turnkey support that includes a dedicated marketing consultant, administrative professional services and an experienced branch management team to help support their goals and strategy. “The fact that we can steer our own ship and grow at our own pace is huge,” Tesar said, noting that they look forward to building a culture where work is fun and “feels like home.”
Outside of work, Tesar is an active volunteer in her community, serving on United Way committees, the Camp Wapsi Y advisory board, school committees and her church volunteers. She is a former member of the University of Iowa Parent Advisory Council.
“We are inspired by Lisa’s dedication to her customers and her commitment to continuing her family’s legacy, and we are honored to welcome her to the LPL family,” said Scott Posner, Executive Vice President, Business Development , LPL. “Our advisors are at the center of everything we do. We remain committed to providing the support and services they need to grow their practice on their own terms, and we will continue to provide innovative technologies and business resources designed to help them thrive. We look forward to a lasting relationship with Tesar Group Investment & Financial Planning by LPL Financial.
Learn more about Tesar Group Investment & Financial Planning by LPL Financial
Inside the Linsco by LPL Financial model
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About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the business should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 20,000 financial advisors, and approximately 800 institutional investment programs and 500 independent RIA firms nationwide. We are unwavering in our commitment to the advisor-centric model and the belief that Americans deserve access to personalized advice from a financial advisor. At LPL, independence means advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their practice perfectly. And they have the freedom to manage their relationships with their customers because they know their customers best. Simply put, we take care of our advisors, so they can take care of their clients.
** Best RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 independent brokerage in the United States (based on total revenue, Financial Planning magazine 1996-2021); #1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliates provide financial services only from the United States.
*Approximate value based on assets and holding details provided to LPL as of year 2021.
Securities and advisory services offered by LPL Financial LLC, an SEC-registered broker-dealer and investment adviser. FINRA/SIPC member.
Throughout this communication, the terms “financial advisers” and “advisors” are used to refer to registered representatives and/or representatives of investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
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