541-757-7701 nfg@nw-financial.com
  • Facebook
  • X
  • Instagram
  • RSS
  • Facebook
  • X
  • Instagram
  • RSS
Northwest Financial Group LLC
  • Home
  • Who We Are
    • Our Wealth Management Team
    • Working With Our Financial Advisors
    • Who We Serve
    • Our Wealth Management Process
  • Financial Services
    • Estate Planning
    • Retirement Planning
    • Tax Planning
    • Investment Management
    • Risk Management & Insurance Planning
    • Business Financial Planning
    • Financial Planning for Women
    • Financial Planning for Educators
  • Financial Education
    • Blog
    • Premium Content
    • Weekly Market Commentary
    • Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks
  • Retirement Courses
  • Contact Us
  • Client Login
Select Page

LPL Financial Reports Monthly Activity for November 2025

by Sara Forgey | Dec 16, 2025 | Uncategorized

SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of...

LPL Welcomes Forest Lake Wealth Partners to Linsco

by Sara Forgey | Dec 11, 2025 | Uncategorized

Independent Employee | $280M

LPL Research Team Releases 2026 Outlook: The Policy Engine

by Sara Forgey | Dec 9, 2025 | Uncategorized

Annual report delivers a data-driven perspective on the economic and market landscape, outlining actionable insights for investors to navigate policy-driven trends and volatility SAN DIEGO, Dec. 09, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC today released its...

Matthew Morningstar Joins LPL as Chief Legal Officer

by Sara Forgey | Dec 5, 2025 | Uncategorized

SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA), a leading wealth management firm, today announced the appointment of Matthew Morningstar as group managing director and chief legal officer. In this role, Morningstar joins the firm’s...

LPL Financial to Present at the Goldman Sachs Financial Services Conference

by Sara Forgey | Dec 2, 2025 | Uncategorized

SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9. The presentation takes place at 8 a.m. ET. A live audio...
« Older Entries
Next Entries »

Recent Posts

  • LPL and Private Advisor Group Welcome Paxel Financial Consulting
  • WestKai Private Wealth Joins LPL Strategic Wealth
  • LPL Research Launches New Model Portfolios to Expand Advisor Capabilities
  • LPL Financial Announces Second Quarter 2026 Results
  • LPL Welcomes Advisors Frank Patton and Kimberlee Mott of PacK Financial to Balmville Wealth Group

Recent Comments

    Contact a financial advisor today!

    Schedule a Meeting

    Menu

    • Who We Serve
    • Our Wealth Management Team
    • Join The Team
    • Working With Us
    • How We Work
    • How We Think
    • Contact Our Financial Advisors

    Contact

    Office: 541-757-7701
    Toll-Free: 800-888-1259
    Fax: 541-752-5133

    310 NW 7th St
    Corvallis, OR 97330

    nfg@nw-financial.com

    Securities, Asset Management, and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Northwest Financial Group, LLC and LPL Financial are separate entities.

    The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

     

    Brokercheck

    Form CRS