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 www.lpl.com.