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Baylake Representative Attends National LPL Financial Conference;
Recognized For Exceptional Client Service
September
15, 2009-- Brian Hartl of Baylake Wealth Services* recently attended focus09,
a leading financial services industry conference hosted by LPL Financial, the
nation’s number one independent broker/dealer.
Held in San Diego August 16 -19, focus09 was one of the industry’s
largest gatherings of independent financial advisors to date, and remains the
industry’s premier sales and education event. Approximately 5,000 attendees from
around the country assembled for the opportunity to learn new strategies and
skills, expand knowledge in numerous product areas, and network with peers and
industry experts. Hartl and the other LPL Financial advisors gained valuable
knowledge through business sessions, technology training, and continuing
education classes at the event to help them continually improve the service they
offer to clients.
They also heard from influential speakers who addressed current events and
financial industry trends. The speakers included George W. Bush, 43rd President
of the United States; Richard Ketchum, CEO of FINRA; and Ron Insana, CNBC Senior
Analyst.
Bill Dwyer, president of National Sales and Marketing for LPL Financial,
commented, “With our 40-year history of serving Main Street with independent
advice, LPL Financial is uniquely positioned to support advisors in delivering
unbiased guidance at a time when it is needed most. Our conference theme,
‘Clients First: A Focus on Main Street,’ recognizes that investors need
comprehensive financial planning and independent guidance from advisors they can
trust, particularly as they become increasingly disillusioned with Wall Street
firms.”
Unlike many brokerage firms, LPL Financial does not develop its own investment
products, so the unbiased advice given by its advisors is based solely on client
needs to help individual and institutional investors meet their financial goals.
As of June 30, 2009, LPL Financial Advisors manage $259 billion in brokerage and
advisory assets for their clients.
About Baylake Bank
Baylake Bank provides access to comprehensive financial and wealth
management services from 28 financial centers in Brown, Door, Green Lake,
Kewaunee, Manitowoc, Outagamie, Waupaca, and Waushara counties and from its
website at www.baylake.com. For more
information call (920) 743-5551 or 1-800-267-3610.
*Securities and financial planning offered through LPL Financial; Member FINRA /
SIPC
*About LPL Financial
LPL Financial is one of the nation’s leading financial services companies
and largest independent broker/dealer**. Headquartered in Boston, Charlotte, and
San Diego, LPL Financial and its affiliates offer industry-leading technology,
training, service, and unbiased research to 12,489 financial advisors, 768
financial institutions, and over 4,000 institutional clearing and technology
subscribers. LPL Financial has $259 billion in brokerage and advisory assets as
of June 30, 2009. LPL Financial and its approximately 2,500 employees serve
financial advisors through Independent Advisor Services, supporting financial
advisors at all career stages; Institution Services, focusing on the needs of
advisors and program managers in banks and credit unions; and Custom Clearing
Services, working with broker/dealers at leading financial services companies.
For additional information about LPL Financial, visit
www.lpl.com.
**Based on total revenues, Financial Planning magazine, June 1996-2009
*Securities and insurance
products offered through UVEST Financial Services.
Member FINRA /
SIPC. LPL
Financial and UVEST Financial Services are affiliated organizations.
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residents only. The services offered within this site are available
exclusively through our U.S. registered representatives. UVEST
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