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Financial advisor Tasha Coleman joins LPL Financial with $185M in assets, citing superior tech and cybersecurity.

Market News
31 Mar 2026
GlobeNewsWire
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Bullish
pluang ai news

Tasha Coleman, CFP® and founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and RIA platform, bringing approximately $185 million in advisory, brokerage, and retirement plan assets. Coleman, with over 20 years of experience, chose LPL for its advanced technology, AI capabilities, and strong cybersecurity protections to better serve her clients. The move supports her relational, education-driven approach and allows her team to maintain personalized service while benefiting from LPL’s resources. LPL welcomes the team as part of its mission to empower advisors with innovative tools and comprehensive support.

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