LMC Insurance and Risk Management’s financial services company rebrands to LMC Financial Advisors following acquisition of Wisconsin firm
LMC Financial Services announced today the company has changed its name to LMC Financial Advisors. The change comes after its parent company, LMC Insurance and Risk Management (LMC Insurance), acquired Madison, Wisconsin-based ISG Financial Advisors (ISG) in August 2016. ISG has also rebranded to LMC Financial Advisors.
“This change marks the completion of ISG Financial Advisors transition into the LMC Insurance family,” said Dave Dawson, president of LMC Financial Services, now LMC Financial Advisors. “We are excited about bringing the Wisconsin and Iowa teams closer together to provide our collective clients with an even greater level of support and access to new opportunities.”
The rebranding is effective immediately, with no changes to leadership, staff or office locations in Wisconsin and Iowa.
As LMC Financial Advisors, the Wisconsin and Iowa teams serve more than 75 retirement plans with over $800 million in assets under management. The company is supported by LPL Financial, the nation’s largest independent broker dealer as reported by Financial Planning magazine, June 1996-2018, based on total revenue, and Global Retirement Partners, LLC, an investment advisor registered with the Securities and Exchange Commission.
In December 2018, the company was named one of the nation’s top defined contribution (DC) advisor teams by the National Association of Plan Advisors (NAPA). NAPA’s Top DC Advisors is a compilation of the nation’s leading individual advisor teams, ranked by DC assets under advisement.*
As an industry leader and advocate for greater retirement readiness, LMC Financial Advisors is committed to helping clients work toward financial goals and a secure future through objective financial advice and customized solutions.
NAPA Top DC Advisor Firms
Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Teams are ranked by assets under advisement, self-reported by advisor firm/teams. Approximately 300 submissions were received and 250 were selected.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through LMC Financial Advisors, a registered investment advisor. LMC Financial Advisors, LMC Insurance & Risk Management, and Global Retirement Partners are separate entities from LPL Financial.
* Selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees. https://www.napa-net.org/industry-lists/top-dc-advisor-teams/