Broker Check

Partnership with LPL

Leveraging the strength of LPL Financial.

Compass Wealth Solutions aligned with LPL Financial as its broker-dealer in order to maximize the value we can bring to our clients. As the nation’s largest independent broker dealer*, LPL Financial provides the flexibility, utility, and credibility that our clients deserve. With industry-leading tools and no allegiance to any particular product, this partnership allows us to be completely objective in the investment and other financial vehicles we recommend while also enhancing our ability to keep our clients informed and engaged in their finances.