LPL Financial Welcomes Concentric Wealth Management, Expanding Advisory Services

Reuters2025-08-28

LPL Financial Welcomes Concentric Wealth Management, Expanding Advisory Services

LPL Financial Holdings Inc. has announced that the advisors of Concentric Wealth Management have joined its broker-dealer and Registered Investment Advisor (RIA) platform. The Cincinnati-based team, led by Patrick Burke and Matt Tarka, brings approximately $715 million in advisory, brokerage, and retirement plan assets to LPL Financial. Concentric, which started as an accounting firm over 40 years ago and expanded into wealth management 15 years ago, serves a diverse client base including business owners, retirees, and emerging affluent households. The partnership with LPL Financial is expected to support Concentric's long-term growth strategy by providing cutting-edge technology and robust business solutions.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9519632-en) on August 28, 2025, and is solely responsible for the information contained therein.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2562379430?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-08-28 20:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2562379430","market":"fut","top_or_hot":-1,"title":"LPL Financial Welcomes Concentric Wealth Management, Expanding Advisory Services","media":"Reuters","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      LPL Financial Welcomes Concentric Wealth Management, Expanding Advisory Services\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/LPLA\">LPL Financial Holdings Inc</a>. has announced that the advisors of Concentric Wealth Management have joined its broker-dealer and Registered Investment Advisor (RIA) platform. The Cincinnati-based team, led by Patrick Burke and Matt Tarka, brings approximately $715 million in advisory, brokerage, and retirement plan assets to LPL Financial. Concentric, which started as an accounting firm over 40 years ago and expanded into wealth management 15 years ago, serves a diverse client base including business owners, retirees, and emerging affluent households. The partnership with LPL Financial is expected to support Concentric's long-term growth strategy by providing cutting-edge technology and robust business solutions.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9519632-en) on August 28, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>LPL Financial Welcomes Concentric Wealth Management, Expanding Advisory Services</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLPL Financial Welcomes Concentric Wealth Management, Expanding Advisory Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-28 20:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      LPL Financial Welcomes Concentric Wealth Management, Expanding Advisory Services\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/LPLA\">LPL Financial Holdings Inc</a>. has announced that the advisors of Concentric Wealth Management have joined its broker-dealer and Registered Investment Advisor (RIA) platform. The Cincinnati-based team, led by Patrick Burke and Matt Tarka, brings approximately $715 million in advisory, brokerage, and retirement plan assets to LPL Financial. Concentric, which started as an accounting firm over 40 years ago and expanded into wealth management 15 years ago, serves a diverse client base including business owners, retirees, and emerging affluent households. The partnership with LPL Financial is expected to support Concentric's long-term growth strategy by providing cutting-edge technology and robust business solutions.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9519632-en) on August 28, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4561","symbol_name":"索罗斯持仓","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250828:nNDL4ShpB5:1","article_id":"2562379430","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2562379430","pubTimestamp":1756385710,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"LPL Financial Holdings Inc. has announced that the advisors of Concentric Wealth Management have joined its broker-dealer and Registered Investment Advisor  platform. The Cincinnati-based team, led by Patrick Burke and Matt Tarka, brings approximately $715 million in advisory, brokerage, and retirement plan assets to LPL Financial. Concentric, which started as an accounting firm over 40 years ago and expanded into wealth management 15 years ago, serves a diverse client base including business owners, retirees, and emerging affluent households. The partnership with LPL Financial is expected to support Concentric's long-term growth strategy by providing cutting-edge technology and robust business solutions.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4561":"索罗斯持仓","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","BK4585":"ETF&股票定投概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","IE0009354923.USD":"JANUS HENDERSON US VENTURE \"A2\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LPLA":"LPL Financial Holdings Inc","BK4588":"碎股","BK4112":"金融交易所和数据","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NDAQ":"纳斯达克OMX交易所","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC"},"translate_title":"LPL Financial欢迎同心财富管理，扩大咨询服务","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LPLA":0.9,"NDAQ":0.9},"content_text":"LPL Financial Welcomes Concentric Wealth Management, Expanding Advisory Services\n    \n\nLPL Financial Holdings Inc. has announced that the advisors of Concentric Wealth Management have joined its broker-dealer and Registered Investment Advisor (RIA) platform. The Cincinnati-based team, led by Patrick Burke and Matt Tarka, brings approximately $715 million in advisory, brokerage, and retirement plan assets to LPL Financial. Concentric, which started as an accounting firm over 40 years ago and expanded into wealth management 15 years ago, serves a diverse client base including business owners, retirees, and emerging affluent households. The partnership with LPL Financial is expected to support Concentric's long-term growth strategy by providing cutting-edge technology and robust business solutions.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9519632-en) on August 28, 2025, and is solely responsible for the information contained therein.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2562379430","isCrawlerRequest":true}