Happy June!
We hope you’re well and enjoying warmer weather and opportunities to get out. We wanted to give you an update about Waddell & Reed, Inc. (WRI). On April 30, 2021, LPL Holding Inc. completed the acquisition of WRI as planned. As we shared over the past couple of months, keeping you informed about this change is one of our top priorities, and today we want to share what happens next.
First, you may have noticed on the envelope and the header of this letter, we have rebranded! Some things change, some things stay the same. Our name is changing however we will continue to provide the same quality service that you are used to. Going forward you will be receiving mail from Step by Step Planners. That’s us! Our mission remains the same. We strive to help you at all stages of your financial journey and throughout whatever changes life may bring. Step by step, we want to be there with guidance throughout your financial journey.
In March and May you received letters from WRI about the change of ownership to LPL and reassurance that you do not need to take any action to continue using our services. That remains the case.
In early July you will receive another letter from WRI reminding you that your account will transition to LPL in mid-July. Again, no action is required from you if you want to continue working with us. During and after the transition to LPL, you will continue to have full access to your accounts, and we will continue to service them.
Our primary focus and core philosophy is to act in your best interests – ALWAYS. We value your business and our relationship, and we are honored to serve your financial interests.
We will stay in contact throughout the transition to LPL and, as always, we are happy to answer any questions you may have.
Sincerely,
Phyllis, Rebekah, Troy, Derik, Haley, Rose, & Sam
Step by Step Planners
Phyllis Webb, CFP®, CRPS®, CHFC®, RICP®, Financial Advisor
Rebekah Petersen, Financial Advisor
Troy Van Dyke, Financial Advisor
Derik Reikofski, Financial Advisor
Haley Gloe, Financial Advisor
Rose Dillow, Operations Coordinator
Sam Fankauser, Client Relations Specialist
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Step by Step Planners is a separate entity from WRI.