Stabler Wealth Management, a Bellevue, Wash.-based firm with about $300 million in AUM with its prior platform, has joined LPL Financial’s broker-dealer and corporate registered investment advisor custodial platforms, according to a release from LPL.
Financial advisors Todd Stabler and Dave Mantell, who head the firm, join from KMS Financial Services, part of the Advisor Group network of broker-dealers.
Stabler in 1989 founded the firm in his hometown of Bellevue. Mantell, a longtime family friend, came on board as a partner in 2017. He joined from BlackRock, where he was a vice president of a portfolio management team. The firm is supported by a long-tenured team of four staff members that specializes in helping clients thrive in retirement by providing full-service, personalized financial planning with an emphasis on tax and estate planning strategies, the release said.
Mantell said they appreciate that everything in LPL's ClientWorks is integrated and simplified. “Our clients can log on to view their accounts or tax returns and even upload a document, all in one place. In the past, our team spent so much time and energy looking for one-off technology offerings to bundle together. But LPL’s turnkey offerings and integration really boosts our technology experience and helps us manage our business as we see fit,” he said in a statement.
“We welcome Todd, Dave and the entire Stabler Wealth Management team to LPL. We are committed to investing in innovative capabilities and tools that can help advisors differentiate their practice and increase their value to clients, said Rich Steinmeier, LPL Financial managing director and divisional president, business development.
“Technology plays an integral role in our advisors’ practices, and we do more than just deliver leading tools. LPL uses innovation to integrate workflows and design a better user experience, so advisors have greater capacity, more ease and the resources to be able to deliver more value to their clients,” he added.
LPL Financial, headquartered in Fort Mill, S.C., San Diego and Boston, is the nation’s largest independent broker-dealer.