Stofan Agazzi Investments LLC will be starting a new year with a new platform at LPL Financial.
The firm, based in Joliet, Ill., has approximately $640 million of client brokerage and advisory assets.
For more than 25 years, Mark Stofan, president of Stofan Agazzi, ran his own broker-dealer before joining Wintrust Investments in 2013. He now brings a cumulative 31 years of experience to the LPL platform, assisted by a team of seasoned professionals that include Carroll Klotz, Marie Knorr, Ronald Lambert, George Stofan, Irene Celander and Daniel Murphy.
Rich Steinmeier, LPL Financial managing director and divisional president, business development, welcomed Stofan Agazzi to the firm’s family of independent broker-dealers.
“We have the stability to serve as a long-term partner to their firm and their clients,” he said.
Steinmeier also said that his firm was committed to the success of the Stofan Agazzi advisors and would invest in it to ensure the company’s growth.
LPL Financial, headquartered in Boston, Mass., is the largest independent broker-dealer in the United States.