LPL Financial welcomes advisor Tasha Coleman and her firm, Five Star Wealth Planning, known for managing $185 million in assets. The transition aims to leverage LPL's technology and strengthen client relationships.

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2026-04-19 18:42:05

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LPL Financial announced that financial advisor Tasha Coleman, founder of Five Star Wealth Planning, has joined their broker-dealer and RIA platform. Five Star Wealth Planning, serving approximately $185 million in assets, chose LPL for its advanced technology, AI, and cybersecurity. Coleman emphasized the move’s focus on preserving client relationships while enhancing firm infrastructure.

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LPL Financial Welcomes Five Star Wealth Planning

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