Validus Financial Associates, which oversaw approximately $800 million in assets at Lincoln Financial Group, has found a new home at LPL Financial, the firm announced Wednesday.
Validus also joined LPL Financial’s broker-dealer, RIA and custodial platforms.
The Peoria, Arizona-based firm is led by senior partners Ryan Kidd and Aaron Montez, who founded the firm in 2009.
Kidd started his career at Axa Advisors in 2005 and had been affiliated with Lincoln Financial since 2014, according to his BrokerCheck report. Montez has 23 years of experience and had been at Lincoln since 2014.
Montez says joining LPL will help them put clients first.
“We take into consideration what matters most for each client’s unique financial situation,” he said in a statement. “Following a fiduciary standard, we will act accordingly to provide clients with the utmost confidence that they are on the right track toward financial success. There is nothing we take more seriously than our reputation of integrity.”
The Validus team also say the switch to LPL allows them to grow their business and gives them an advantage in recruiting.
Kidd and Montez are joined by fellow partner Andy St. John, advisors Andrew Peronia, Andrew Tuell, Marcus Luckeneder, Sean Guill and Kurt Oswald, and four support staff members.
Kidd said their mission is to be a definitive resource to provide clients with a financial foundation that enables them to enjoy life now, knowing that their future is on the right course.
Kidd is the author of “The Art of Retiring Whole,” a nonfinancial guide to retiring with purpose, productivity and “endless possibilities."
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
The industry group and other financial associations called out risks from premature disclosures, overreporting, and bad actors weaponizing the rule's requirements.
In regards to the new fund, called WVB All Markets Fund, Morningstar analysts wrote that, “despite the brand-name pedigree of the asset managers involved, most of these strategies are untested.”
New Broadridge survey reveals surge in AI investments, with a third of respondents expecting a payoff within six months.
The latest launches in 2025, which include leveraged strategies, cryptocurrency, and active funds, mark a sharp turn from the passive revolution envisioned by Jack Bogle.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
