Increasing Your Return on Life.®

About LPL Financial

Planned Financial Services strategically partnered with LPL Financial as its custodian for our advisory accounts. Planned Financial Services leverages a number of LPL Financial services, tools, and resources, including:

  • Custodial services
  • Integrated technology platform
  • Independent investment research
  • Advisory service platforms
  • Customized clearing solutions
  • High net worth private client group

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ. LPL Financial's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL Financial are not pressured or influenced by LPL Financial to sell its products. For more information about LPL Financial, visit

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