LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor Group network.
Based in Vancouver, Wash., the advisors founded Fenton Wangler Financial in 2001 with a mission to provide independent financial services focused heavily on personalized financial planning and risk management.
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“One of the biggest challenges for most people is to make sure they don’t run out of money once they hit retirement age,” Wangler said. “We work closely with each client in their transition from wealth accumulation to wealth distribution, focusing on keeping pace with inflation and the value of a dollar.”
In looking at the financial services landscape with so much industry consolidation, Fenton and Wangler determined it was time to find a new partner. They turned to LPL for its financial strength, self-clearing capabilities and commitment to technology.
“LPL invests heavily in its innovative technology, which is critical to keep pace in this ever-changing environment,” Fenton said. “We recognized that we needed a platform such as LPL’s ClientWorks where everything is connected, making it easier to do business. Our clients will also appreciate Account View, where they can easily view reports and account information in one place.”
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During the due diligence process, the team was equally impressed with JFC’s concierge level of service and added resources.
“Ultimately, it came down to the technology and service, with the breadth of everything that LPL provides combined with the small town Midwest-feel of JFC’s customer service,” Fenton said. “Having the two together is such an advantage—one that will truly help us elevate our practice and take better care of each client’s needs.”
JFC Advisor Network President Jack Connealy stated, “We are honored to welcome Eric, Rod and the Fenton Wangler Financial team to JFC Advisor Network. The tireless commitment and extraordinary quality of care they provide to their clients demonstrates that Eric and Rod are a great fit with JFC and LPL. We look forward to supporting the team throughout their transition and helping them leverage the multitude of benefits derived from their partnership with LPL, while proving them with a personal and customized community experience through JFC.”
Scott Posner, LPL Executive Vice President, Business Development, added, “We welcome Eric and Rod to the LPL community and congratulate JFC on its continued growth. More than ever, advisors need to leverage technology to increase efficiencies and offer a digital service experience to meet investors’ demands. At LPL, we are committed to investing in innovative capabilities designed to help advisors enhance their value proposition, deliver delightful experiences to their clients and run a thriving practice. We wish Fenton Wangler Financial a successful future and look forward to a long-lasting relationship with the entire team.”
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