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LPL Financial adds Steve Schott's $240M advisory firm to boost retirement planning services

Market News
28 May 2026
GlobeNewsWire
View Source
Bullish
pluang ai news

LPL Financial announced that Steve Schott, owner of Schott Financial Management, has joined its broker-dealer and RIA platform, bringing approximately $240 million in assets under management. Schott Financial Management, based in Prescott, Arizona, specializes in retirement planning and serves clients through all stages of retirement with a personalized, relationship-driven approach. Schott chose LPL for its advanced technology and self-clearing platform, which promises to enhance client experience and operational efficiency. This addition aligns with LPL's goal to empower advisors with tools and support to grow their businesses and better serve clients' financial needs.

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