×

Berlinski joins LPL Financial for wealth management program

DICK BERLINSKI

IRON MOUNTAIN — Berlinski Financial Services in Iron Mountain announced that it has chosen the broker/dealer platform of LPL Financial to support its wealth management program.

“By aligning with LPL, Berlinski Financial Services gains access to industry-leading, unbiased research, a comprehensive array of tools, resources and technology and a platform to deliver objective financial advice,” a spokesman said.

“LPL Financial is an excellent fit for Dick Berlinski as it provides us the support and resources so that we can best serve our clients,” said David McCash, AAMS, LPL registered principal.

“LPL’s platform enables us the freedom to provide objective financial advice and to deliver superior service to our customers as we help them work toward their financial goals,” McCash added.

Berlinski Financial

Services

Berlinski, owner of Berlinski Financial Services, located within the First National Bank of Norway’s branch in Iron Mountain, has been a licensed securities advisor since January 2001 and has more than 40 years of financial service experience.

His practice focuses on understanding the many challenges people face in preparing for retirement and sustaining their lifestyles throughout retirement. Berlinski employs a comprehensive and personalized approach that takes all of a client’s needs, tolerance for risk and goals into perspective before making recommendations or proposing strategies.

Berlinski was born in Iron Mountain, raised in Quinnesec, and is a graduate of Kingsford High School. He went on to graduate from Michigan State University with a degree in business in addition to a successful football career.

He has served the community on the Dickinson County Hospital Board of Trustees since 2003. For the past 14 years, he has also volunteered his time coaching the Kingsford JV football team.

Berlinski specializes in investment services, asset allocation strategies, college savings plans, insurance, retirement planning along with rollovers from 401(k) plans.

LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is a leader in the retail financial advice market and currently serves $476 billion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer, based on total revenues from 1996-2015 according to Financial Planning magazine.

The company provides technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities.

Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of Dec. 31, 2015.

LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions.

Newsletter

Today's breaking news and more in your inbox

I'm interested in (please check all that apply)
Are you a paying subscriber to the newspaper? *
   

Starting at $4.62/week.

Subscribe Today