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WEALTH MANAGEMENT INSIGHTS

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Wealth Management Insights May 20, 2024

2023 LPL Financial Club Level

2023 LPL Financial Club Level Recognition 

We're passionate about serving our clients and go above and beyond to fulfill their needs. In fact, our commitment to consistently deliver our best is one of our core values. To us, our core values – integrity, inclusion, excellence, collaboration, optimism and agility – aren’t a box to check; they’re put into action and lived every day by our team members. 

We’re proud to recognize a group of Old National Investment (ONI) Wealth Advisors who exemplify our core values in their client relationships, investing the time to learn about their clients and their financial goals and equipping them with a personalized financial plan for today and for the future. ONI Wealth Advisors are affiliated with LPL Financial (LPL), a leading wealth management firm. 

Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support and tools to help increase operational efficiency and power business growth. 

For 2023, 19 ONI Wealth Advisors qualified for one of LPL’s club levels. Club levels are designed to be an intimate, exclusive group of top performers. 

Congratulations to the following Wealth Advisors who were named in LPL’s Summit Club, an award presented to 6% of the firm's financial advisors nationwide: 

Congratulations to the following Wealth Advisors who were named to the Ascent Club: 

Old National Investments is proud to recognize this group for their accomplishments. Congratulations! 

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.  

At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

Old National Wealth Management is the umbrella marketing name/logo for wealth-related services, including Old National Investments, Old National Private Banking and 1834 services. Old National Wealth Management, Old National Private Banking, and 1834 are not affiliated with LPL Financial.

Old National Investments: Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Investments, and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank, Old National Private Banking or Old National Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS