About Our Broker Dealer

Creekside Financial is proud to be affiliated with LPL Financial, the nation's largest independent broker-dealer.¹ LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodian of approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. sec

Founded in 1989, LPL does not create or sell proprietary investment products. That independence means the investment recommendations we make at Creekside Financial are based on your goals and what we believe is right for you — not on a parent company's product shelf.

As our broker-dealer and custodian, LPL provides the platform that supports our practice: research, technology, trade execution, client reporting, and the safekeeping of client assets. You retain your relationship with your Creekside advisor, while the operational and regulatory infrastructure of a publicly traded, nationally regulated firm works behind the scenes to support your accounts. For more information about LPL Financial, visit www.lpl.com.

^{*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)}