PORTLAND, Ore., Aug. 4, 2016 /PRNewswire/ -- Wayne von Borstel of von Borstel & Associates, an independent wealth management firm in Portland, announced today that he attended LPL Financial's Advisory Leaders Forum held July 26 to 28 at Northwestern University's Kellogg School of Management.
The invitation-only annual event brings together successful LPL Financial advisors in an exclusive academic setting to participate in a focused curriculum addressing a broad range of advisory disciplines. Held at the nation's premier business schools, past conferences have been held at the Yale School of Management, The Wharton School at the University of Pennsylvania and the MIT Sloan School of Management.
Matthew Enyedi, executive vice president, LPL Financial, said, "As the financial advice industry grows increasingly more complex, LPL is committed to supporting our advisors with enriching programs and valuable practice management resources. The Advisory Leaders Forum provides a unique opportunity for leading LPL advisors to gain access to business intelligence that can help them to strengthen and grow their practices and the service they provide to their clients."
von Borstel said, "In my experience, LPL's Advisory Leaders Forum provides leading advisors with an unparalleled opportunity to learn and collaborate. The presentations delivered by industry experts and university professors provided a valuable mix of academic insight and real business world applications. The takeaways from this opportunity are innumerable and we will be using them to further enhance our firm and help our clients."
von Borstel & Associates is on the LPL Financial broker/dealer platform. LPL is a leading retail investment advisory firm and the nation's largest independent broker-dealer*.
About Wayne von Borstel
Wayne von Borstel is the President and Founder of von Borstel & Associates, Inc., a registered investment advisory firm providing wealth management and financial planning services. von Borstel serves clients throughout the country from office locations in Portland, Oregon, and The Dalles, Oregon.
von Borstel is author of The Truth Project: Having the Courage to Ignore Wall Street (High 5 Communications, LLC, December 2012, hardback, paperback, audio and Kindle edition,138 pages, ISBN 978-0985779726) and his work has been featured in The Invincibility Shield for Investors: Minimizing Losses, Maximizing Gains and Drafting a More Secure Financial Plan (Aspatore Books, May 2003, $35.99, paperback, 220 pages, ISBN 978-1587622182). He has served as a resource for several media outlets including the Wall Street Journal, Fortune, Registered Rep., Portland Business Journal, Research, Portland Tribune, The Dalles Chronicle, and Bankrate.com.
von Borstel holds a Master of Science in Financial Services (MSFS) degree from The Graduate School of Financial Services at The American College. In addition to studying behavioral finance with Susan Bradley, founder of the Sudden Money Institute, he holds the following professional designations: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Estate Planner™ (CEP®), and CERTIFIED FINANCIAL PLANNERTM (CFP®).
von Borstel is a member of the National Association of Insurance and Financial Advisors, the Portland Estate Planning Council and the International Association for Financial Planning. Wayne regularly teaches financial planning courses at colleges, continuing education centers and businesses in Oregon and Washington. To learn more about von Borstel please visit vonborstel.com.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc., is a leader in the retail financial advice market and served $488 billion in advisory and brokerage assets as of June 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016*). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Investment advice offered through von Borstel & Associates, Inc., a Registered Investment Advisor.
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SOURCE von Borstel & Associates