Platte River Private Wealth Launches With Support of LPL Strategic Wealth Services – GlobeNewswire
CHARLOTTE, N.C., April 20, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisors Chad Keeler CRPC and Brock Rouch CIMA have launched a new independent practice, Platte River Private Wealth, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. They reported to LPL that they serve approximately $380 million in advisory and brokerage assets.* They join from Morgan Stanley.
Managing Partners Rouch and Keeler are brother-in-laws who married sisters within months of each other. Both graduated from Colorado State University and then took different career paths in their journey to independence. Keeler entered the industry in 2008—right during the height of the Great Recession—and quickly realized that in personal finance, human behavior is more important than basis points, percentages, or rates of return. Rouch started his career as a project manager in the oil industry, but was always interested in investing. After a few years and a grueling travel schedule, he recognized his calling as a financial advisor. He gained industry acumen before joining Keeler nearly seven years ago in a move that allowed him to take more control of his career and enjoy a more fulfilling work-life balance. Bonnie Long rounds out the team with administrative support.
Based in Casper, Wyo., Platte River Private Wealth is committed to taking the burden of investment management from their clients to help them live the most fulfilled life possible. “Our financial planning process is based upon a mission of bringing clients comfort and a greater ability to enjoy their best life,” Keeler said, noting that their clients are typically high-net-worth retirees, executives, small business owners and families and individuals who have built on their savings accounts. The firm’s name pays homage to regional topography and the historic landmark of the Platte River, which runs through downtown Casper.
“We truly take a team approach and like the adage that, ‘If you speak to one of us, you are speaking to the other,’” Rouch said. “We each have our individual strengths, such as financial planning, portfolio construction, discretionary investment management and a deep knowledge of complex financial products, but we can cross over those lines and assist clients wherever is needed. We firmly believe every advisor at our firm should have a solid foundation in all financial categories that a client may experience.”
Video: Meet the Platte River team (click “Learn More” under Who We Are)
Looking for more control and the freedom to run their business on their own terms, Platte River team decided to go independent. They went through due diligence for several years before turning to LPL Strategic Wealth Services. “With LPL, we really believe we operate with …….