Mother-son duo managing $175 million affiliates with LPL

Mother-son duo managing $175 million affiliates with LPL
Theresa and Kevin Hannon, who operate as Hannon Financial Group in Oak Brook, Illinois, are switching from American Portfolios.
APR 14, 2022

A mother and son who manage $175 million in assets in Oak Brook, Illinois, have switched their broker-dealer affiliation and custodial platform to LPL Financial from American Portfolios Financial Services.

Theresa M. Hannon and Kevin Hannon operate as the Hannon Financial Group. They will use the services of Professional Wealth Advisors, a large office of supervisory jurisdiction for LPL.

Theresa Hannon has 36 years of experience, according to her BrokerCheck report, and had been affiliated with American Portfolios since 2010. Kevin Hannon has five years of experience, all with American Portfolios.

Pandemic gives boost to responsible investing

Latest News

A welcome mat into financial planning
A welcome mat into financial planning

The pandemic hit and internships were in chaos but Hannah Moore saw an opportunity.

RIAs need to visit universities to attract students
RIAs need to visit universities to attract students

RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.

Orion deepens Capital Group alliance with ETF portfolio tie-up
Orion deepens Capital Group alliance with ETF portfolio tie-up

The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.

JPMorgan client who lost $50M amid dementia battle denied trial
JPMorgan client who lost $50M amid dementia battle denied trial

Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.

Stifel loses huge $14.2 million arbitration claim linked to star Miami broker
Stifel loses huge $14.2 million arbitration claim linked to star Miami broker

“The evidence in this case was overwhelming,” says an attorney.

SPONSORED Leading through innovation – with Tom Ruggie of Destiny Wealth Partners

Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.

SPONSORED Client engagement strategies, growth and retention in the down markets

Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market