LPL Financial welcomes Five Star Wealth Planning team

LPL Financial LLC announced today that financial advisor Tasha Coleman, CFP, founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets and join LPL from Osaic. Based in Minnesota, Coleman brings over 20 years of industry experience, supporting individuals and families preparing for retirement and guiding them through complex wealth transfer planning. She describes her...

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