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BOUSQUET, FRIEDMAN, KELLY, KRUEGER & VANDERLOO RECOGNIZED AS FIVE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS Tonya Bousquet Jeremy Friedman Tim Kelly Curt Krueger Tim Vanderloo Silverleaf Wealth Administration is proud to announce Tonya Bousquet, Jeremy Friedman, Tim Kelly, Curt Krueger, and Tim Vanderloo as recipients of LPL’s 2023 awards: Jeremy is called as a Patriot’s Membership recipient. This elite award is introduced to lower than 7% of LPL advisors. Curt and Tim V. are named as Director’s Membership recipients, introduced to the highest 15% of LPL advisors. Tonya and Tim Okay. are named Freedom’s Membership recipients, introduced to the highest 23% of LPL advisors. With greater than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to pick advisors based mostly upon their enterprise success*. “On behalf of LPL, I am thrilled to congratulate Tonya, Jeremy, Tim Okay., Curt and Tim V.” stated Angela Xavier, LPL govt vice chairman, Impartial Advisor Providers. “It’s an honor to help them with the technological infrastructure, built-in merchandise and differentiated providers that assist advisors run a thriving follow. We want Tonya Bousquet, Jeremy Friedman, Tim Kelly, Curt Krueger, Tim Vanderloo, and their total crew even larger success as they proceed to assist their shoppers work in direction of their monetary objectives within the years forward.” About Silverleaf Wealth Administration: Silverleaf has a crew of 21 together with 12 producing advisors collectively chargeable for managing over $1Billion in discretionary and non-discretionary belongings with Gladstone Institutional Advisory, A Registered Funding Advisor. Silverleaf gives a full vary of customized providers, together with retirement and monetary planning in addition to tax and property planning methods. Silverleafwealth.com Bousquet, Friedman, Kelly, Krueger and Vanderloo are affiliated with LPL Monetary, a number one wealth administration agency. LPL gives the assets, instruments and expertise that help advisors of their work to counterpoint their shoppers’ monetary lives. *Achievement is predicated on annual manufacturing amongst LPL Advisors solely. **Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report). No. 1 Impartial Dealer-Seller within the U.S. (Based mostly on complete revenues, Monetary Planning journal 1996-2022). Amongst third-party suppliers of brokerage providers to banks and credit score unions, No. 1 in AUM Progress from Monetary Establishments; No. 1 in Market Share of AUM from Monetary Establishments; No. 1 in Market Share of Income from Monetary Establishments; No. 1 on Monetary Establishment Market Share; No. 1 on Share of Advisors. (2021-2022 Kehrer Bielan Analysis & Consulting Annual TPM Report). Fortune 500 as of June 2021. LPL and its affiliated corporations present monetary providers solely from the USA. All through this communication, the phrases “monetary advisors” and “advisors” embrace registered representatives and/or funding adviser representatives affiliated with LPL Monetary LLC, an SEC registered broker-dealer and funding adviser. Securities supplied by way of LPL Monetary, Member FINRA/SIPC. Advisory providers supplied by way of Gladstone Institutional Advisory, A Registered Funding Advisor. Gladstone Institutional Advisory and Silverleaf Wealth Administration are separate entities from LPL Monetary.
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