Waterstone Private Wealth Management

Description

LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). By merging these two companies, the founders of LPL Financial sought to create a formidable alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what was right for their clients.

With more than 12 years of experience in wealth management, Waterstone Private Wealth Management is the principal provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree's.

Ken and Melanie have lived in Oklahoma for over 23 years and are active participants in their community, local charities, and their children's many activities. Both boys play youth football and parents are involved as both coach and their biggest fans. Additionally, passions include hunting, fishing, as well as traveling.

A leading source of unbiased financial advice, LPL Financial is the #1 independent broker/dealer in the country.* LPL Financial is a leading source of objective advice for accumulating and managing personal wealth.

Passion for providing independent advice - LPL Financial advisors offer tailored strategies designed to address the needs of your life goals and financial growth. Our advisors base their success upon helping their clients by tapping into our vast resources to provide the objective advice you need.

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