An advisor who oversaw $125 million in assets at Edward Jones has affiliated with LPL Financial, the firm announced Wednesday.
Granger, Indiana-based Kemp Cunningham has launched his own practice, Emerald River Wealth Management. He’s joined in the move to LPL by staffer Nikki Sharp.
“To continue to be a better financial advisor, I needed to have access to some of the most robust financial planning software, trading platforms and investments available, and I have found that at LPL,” Cunningham said in a statement.
Cunningham started his advisory career at Edward Jones in 2012. Earlier, he had worked in the oil and gas industry, serving as a CFO and regional director.
This is the third Edward Jones team to join LPL Financial this month, following Dallas-based Nick Lalonde, with $200 million in assets, and Lucas Mijares and Jesse Ettlin in Grass Valley, California, with $185 million in assets.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
