LPL Welcomes New Financial Group, Narmi, Generating $870 Million in Revenue
In a move that strengthens LPL Financial's employee advisor channel, Linsco by LPL Financial, Charlie Narmi and Theresa Rynaski have joined the ranks as new members. Based in Omaha, Nebraska, The Narmi Group Investment Management brings with them over two decades of industry experience.
The Narmi Group Investment Management has partnered with LPL Financial, a move that is expected to help them serve their clients more effectively and efficiently. With LPL's resources and support from an experienced management team, they can now focus more on their clients rather than administrative tasks.
Scott Posner, LPL Managing Director, Business Development, expressed his support for The Narmi Group Investment Management, stating, "We are proud to welcome Charlie Narmi and Theresa Rynaski to the Linsco community. We look forward to supporting The Narmi Group Investment Management for years to come."
The Narmi Group Investment Management is known for exceptional client service, catering to young professionals, non-profits, and individuals nearing retirement. In their own words, "We pride ourselves on being a one-stop shop for our clients... It's a privilege to walk alongside them every step of the way."
With LPL's wealth management platform, business resources, and access to an experienced management team, The Narmi Group Investment Management is well-positioned to grow their business and build more long-lasting relationships with clients. They manage approximately $870 million in advisory, brokerage, and retirement plan assets.
Prior to joining LPL, Narmi and Rynaski worked at Baird. Now, they have launched The Narmi Group Investment Management with LPL's employee consulting arm Linsco by LPL Financial. The city of Omaha, Nebraska, is hosting consultants Charlie Narmi and Theresa Rynaski, who aim to deliver an elevated client experience and operate thriving practices.
LPL Financial's approach is designed to help advisors like The Narmi Group Investment Management best support their clients and deliver an improved client experience. The company offers differentiated experiences for advisors and their clients, providing unparalleled flexibility, strategic resources, and innovative technology. LPL Financial's commitment to investing in integrated and streamlined technology benefits firms like The Narmi Group Investment Management.
In conclusion, the partnership between LPL Financial and The Narmi Group Investment Management promises to bring about a more streamlined and efficient service for clients, allowing The Narmi Group to focus more on their clients' needs and less on administrative tasks. LPL Financial continues to invest in advisors like The Narmi Group Investment Management, helping them deliver an elevated client experience and operate thriving practices.
