LPL Financial (LPLA) announced that financial advisors Charlie Narmi and Theresa Rynaski have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch The Narmi Group Investment Management. They reported serving approximately $870M in advisory, brokerage and retirement plan assets and join LPL from Robert W. Baird & Co. Based in Omaha, Neb., Narmi, a second-generation financial advisor, and Rynaski have worked together for two decades and have built a reputation as a team that goes above and beyond for their clients – which includes a mix of young professionals, non-profit organizations and those nearing or in retirement.
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