WEST JORDAN, Utah, Sept. 22, 2017 (GLOBE NEWSWIRE) — Michael Blackham, a senior wealth advisor with the Wealth Management Team located at Mountain America Credit Union, recently attended LPL Financial’s Focus 2017, one of the financial industry’s premier events and the largest annual conference hosted by LPL, a leading retail investment advisory firm and the nation’s largest independent broker-dealer*. Blackham joined a select group of LPL financial advisors invited to present to their peers at the conference, which was held in Boston.
In Blackham’s session, “Leveraging a Values-Based Model as an Engine for Growth,” he shared his strategies for increasing value with members by taking a consultative approach to understanding investors’ holistic financial needs, and moving beyond product-based solutions.
More than 3,000 financial services industry professionals from around the country gathered at Focus to learn new strategies and skills, expand knowledge in numerous product areas, network with peers and industry experts, and discuss relevant opportunities and challenges facing the financial services industry.
“Our Wealth Management Team’s purpose is to help members save and manage their finances to be able to pursue their financial goals and enjoy the life they want,” said Blackham. “I was excited to have the opportunity to speak at LPL’s Focus conference and share how our approach creates an enhanced experience for our members and supports our mission and goals.”
Blackham has been providing financial services in the Salt Lake City area for 13 years. Blackham provides a range of financial services, with a focus on helping potential retirees or individuals in retirement to maximize, organize and preserve income and retirement resources.
Mountain America Credit Union is supported by LPL Financial’s Institution Services platform. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisors and financial institutions in the delivery of personal, objective financial advice.
* Based on total revenues, Financial Planning magazine June 1996-2017
About Mountain America Credit Union
With more than 680,000 members and $6.7 billion in assets, Mountain America Credit Union assists members on the right path to help them identify and achieve their financial dreams. Mountain America provides consumers and businesses with a variety of convenient, flexible products and services, as well as sound, timely advice. Members enjoy access to secure, cutting-edge mobile banking technology, 86 branches across five states, thousands of shared-branching locations nationwide and more than 50,000 surcharge-free ATMs. Mountain America—safely guiding you forward along your financial journey. Learn more at macu.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 provided service to approximately $540 billion in brokerage and advisory assets as of May 31, 2017. LPL is one of the fastest growing RIA custodians and the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent Reports™ study. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life’s aspirations into financial realities. As of March 31, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 46,000 retirement plans with an estimated $135 billion in retirement plan assets. Additionally, LPL supports approximately 3,900 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,300 employees with primary offices in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Mountain America Credit Union deposits and are not FDIC/NCUA insured. These products are not obligations of Mountain America Credit Union and are not endorsed, recommended or guaranteed by Mountain America Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible. Mountain America Federal Credit Union and Mountain America Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.
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