Blasberg receives industry recognition as one of top bank and credit union advisors in the country
Blasberg receives industry recognition as one of top bank and credit union advisors in the country
Nick Blasberg, Nick Blasberg, LPL Financial Advisor with LSB Wealth Management, was recently recognized as one of the nation’s Top 100 Bank Advisors for 2018 by Bank Investment Consultant (BIC), a leading information source for bank and credit union financial advisors.
The annual Top 100 list recognizes successful bank and credit union advisors from throughout the country who have excelled in a number of key areas, including growth of the assets they serve, according to BIC.
“On behalf of LPL, I congratulate Nick on achieving this industry recognition,” said Arthur Osman, LPL Financial executive vice president, Institution Services Business Consulting. “Nick has demonstrated a commitment to helping his clients work toward their financial goals. We applaud Nick for the important work he does to bring value to his clients and to LSB Wealth Management by making a meaningful impact on the financial lives of his clients”
Blasberg has been providing financial services at LSB Wealth Management for six years. Blasberg provides a full range of financial services, including retirement and financial planning, investment management, annuities, life, and long-term care insurance.
Prior to his banking career, Blasberg worked as the director of an assisted living facility for six years, where he helped families navigate new, unfamiliar situations- both financially and emotionally. His combination of experience is a unique benefit to his clients and enables Blasberg to help people understand both the numbers and emotions behind making important financial decisions.
Blasberg and the investment program at LSB Wealth Management are supported by LPL Financial, a leading provider of comprehensive third-party brokerage and wealth management services to the investment programs of banks and credit unions throughout the nation*.
Bank Investment Consultants ranked bank and credit union advisors by assigning a score on the following six variables: assets under management, trailing-12-month production, percentage increase in AUM from the previous year, percentage increase in T-12 production, amount of fee business, and the ration of production-per AUM. These factors are then combined into one composite score to determine the final ranking.
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About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*2017/2018 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.
**Based on total revenues, Financial Planning magazine June 1996-2018
Securities, insurance products, and advisory services through LPL Financial and its affiliates, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial, Lincoln Savings Bank, and Bank Investment Consultant are not affiliated entities.