Cornerstone Command Center

Katie Larson Receives Degree

From the AdminU Program at LPL Financial
 

Cornerstone Wealth Management Partners, PC in Kalispell, Montana would like to announce that Katie Larson, Associate Client Services Specialist, has received the Bachelor’s degree from AdminU. Curriculum for this intensive continuing education program emphasizes client service, office efficiency and the use of advanced technology, all of which will enhance the value of Katie Larson to the Cornerstone Wealth Management Partners team and the clients we serve.

“We congratulate Katie Larson for achieving this recognition and for her dedication to continuing education,” said Derek Bruton, Managing Director and National Sales Manager for LPL Financial, the nation’s largest independent broker/dealer* and the business that developed and administers the AdminU program. “AdminU helps firms like Cornerstone Wealth Management Partners, PC elevate its operational efficiency and enhance its client service by providing team members with in-depth education and training to advance their professional knowledge and skills.”

Don Rich, the advisor of Cornerstone Wealth Management Partners, PC is affiliated with LPL Financial and provides access to independent financial planning services, investment advice and asset management services to clients across the country.

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer. LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,000 financial advisors and approximately 685 financial institutions. Additionally, LPL Financial supports more than 4,000 financial advisors who are affiliated and licensed with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with employees and offices in Boston, Charlotte and San Diego. For more information, please visit www.lpl.com.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

Investment products and services available only to residents of: AK, AZ, CA, CO, ID, MT, NJ, NM, OK, OR, SC, TX, UT, WA.
Fee-based investment advisory services available only to residents of: AK, AZ, CA, CO, ID, MT, NJ, NM, OK, OR, SC, TX, UT, WA.
We are licensed to sell insurance products in the following states of: AK, AZ, CA, CO, ID, MT, NJ, NM, OK, OR, SC, TX, UT, WA.

 

*As reported by Financial Planning magazine, June 1996–2012, based on total revenue.

* Tracking #1-024474