The Planners Network

Successful Financial Professionals Joined With A Common Goal

The Planners Network strive to unite accomplished financial services professionals into a powerful network.

Call Us At

951-676-6288

Member Benefits

Discover a dynamic community of successful Financial Services Professionals who are coming together to create meaningful and valueable change.

Broker Dealer

LPL Financial stands as a robust full-service Broker-Dealer, dedicated to offering unwavering support to assist Independent Financial Advisors throughout the country.

Testimonials

Gain insights from their testimonials, showcasing how our platform has elevated their success and can do the same for you.

Our Mission

The Mission of The Planners Network (TPN) is to cultivate a supportive atmosphere of skilled financial services professionals that drive professional growth by exchanging innovative strategies and best practices through quality instruction, networking events, and other opportunities like peer to peer mentoring.
Business People

Our Group Has A Report Card
Worth Bragging About

At the heart of our financial advisors network lies an impressive testament to our collective achievements – a report card that stands as a badge of honor. This report card reflects the dedication, expertise, and unwavering commitment of our group of accomplished financial services professionals. It showcases not just our success, but the tangible impact we’ve made in the industry. With a track record worth bragging about, we invite you to explore the remarkable milestones we’ve achieved together. Join our network and become a part of this exceptional journey towards excellence.

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Years In Business
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Members
0 Billion+
Combined Assets Under Management
Business Discussion

Member Benefits

Incorporated in 1999, The Planners Network (TPN) is a production group of Registered Representatives licensed with LPL Financial.

  • Collective Benefit Negotiations

    Participation with a group of Successful Financial Services Professionals to negotiate member benefits with the Broker Dealer

  • Amplified Broker Dealer Relations

    As a group of top producers, we have influence, insight, and support working with our broker dealer

  • Diverse Expert Collaboration

    Collaboration with Financial Services Professionals and Business Owners - FA's, CPA's, EA's, CFP's & More

  • Knowledge-Sharing Conferences

    Continuing Education Conferences and Networking Opportunities with TPN Members and Sponsors approved by our broker dealer

  • Future-Ready Succession Planning

    Succession Planning Opportunities within the group

Our Conferences

Experience a dynamic and enriching dimension of our network through our thoughtfully curated conferences. These gatherings are designed to foster meaningful exchanges among financial services professionals, offering a platform for sharing insights, best practices, and cutting-edge trends. Our conferences go beyond conventional learning, providing opportunities to connect with fellow members, sponsors, and industry experts, all while expanding your horizons. Join us to immerse yourself in a vibrant atmosphere of learning, networking, and growth.

Female Speaker

Member Testimonials

Discover valuable perspectives from their testimonials, highlighting how our platform has elevated their achievements and holds the potential to do the same for you.

Dennis Rose
    Dennis Rose

    Sherman Oaks, CA

    I enjoy the support I get from other successful advisors.

    Richard Sturm
      Richard Sturm

      Seal Beach, CA

      Connecting with other successful advisors helped build my practice and grow professionally.

      David Williams
        David Williams

        Santa Rosa, CA

        TPN provides excellent succession planning options within the group which has helped us grow our practice.

        ​TPN in the News

        LPL retains $4.3 billion at The Planners Network

        The more than 75 advisers who constitute The Planners Network—and manage, administer or advise on more than $4.3 billion in assets—have individually decided to stay with LPL Financial.

        Sponsors

        Our esteemed sponsors form an integral part of The Planners Network, contributing their expertise and resources to further enhance our members’ experiences. These industry-leading partners share our commitment to excellence, and through their support, they empower our network with valuable opportunities, insights, and solutions that enrich both personal and professional growth

        The Management Team

        Our dedicated management team brings a wealth of experience and visionary leadership to guide The Planners Network, ensuring that our members receive unparalleled support and access to cutting-edge strategies in the ever-evolving landscape of financial services.

        Dave Williams

        President

        Dave Williams

        Karen Locklin

        C.O.O.

        Karen Locklin

        Dennis Rose

        Treasurer

        Dennis Rose

        Founded by Advisors, For Advisors

        Formed in 1989, LPL Financial is a full-service Broker-Dealer supporting Independent Financial Advisors nationwide