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SW Advisers
El Dorado – Mike C. Spencer, an impartial LPL Monetary advisor at SW Advisers in El Dorado, right this moment introduced his inclusion in LPL’s Chairman’s Council. This elite award is introduced to lower than 1% of the agency’s greater than 21,000 monetary advisors nationwide.* Mike is likely one of the solely LPL advisor within the State of Kansas to realize this distinction for 2022.
“That is a formidable achievement that Mike has earned as a prime performer and showcases his dedication to his shoppers,” mentioned Angela Xavier, LPL govt vice chairman, Impartial Advisor Providers. “It’s an honor to assist Mike with sturdy expertise, built-in merchandise and differentiated companies so he can run a thriving apply. We want Mike and his total group continued success as they create significant affect within the lives of their shoppers.”
Spencer serves shoppers based mostly in El Dorado, Kansas and across the nation. He gives a full vary of economic companies, together with retirement and monetary planning, particular person cash administration, particular person shares and bonds, mutual funds, annuities and extra.
“It is a blessing I by no means anticipated to obtain—particularly two years in a row! Being an impartial agency with mid-western values in a small city in Kansas, we’ve at all times targeted on doing proper by our shoppers. I wholeheartedly consider 34 years of concentrating on the precise issues has led our SW Advisers Workforce to this achievement,” mentioned Mr. Spencer.
Spencer is affiliated with LPL Monetary, a number one wealth administration agency. LPL gives the assets, instruments and expertise that assist advisors of their work to complement their shoppers’ monetary lives. ABOUT LPL FINANCIAL LPL Monetary (Nasdaq: LPLA) was based on the precept that the agency ought to work for the advisor, and never the opposite manner round. At present, LPL is a frontrunner within the markets we serve**, supporting greater than 21,000 monetary advisors, together with advisors at roughly 1,100 institution- based mostly funding applications and at roughly 500 registered funding advisor (‘RIA’) companies nationwide. We’re steadfast in our dedication to the advisor-centered mannequin and the assumption that Individuals deserve entry to personalised steering from a monetary advisor. At LPL, independence signifies that advisors have the liberty they deserve to decide on the enterprise mannequin, companies, and expertise assets that permit them to run their good apply. And so they have the liberty to handle their consumer relationships as a result of they know their shoppers finest. Merely put, we handle our advisors, to allow them to handle their shoppers. *Achievement is predicated on annual manufacturing amongst LPL Advisors solely.
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