LPL Financial Welcomes Kūpono Wealth Planning
SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from Edward Jones. Kūpono Wealth Planning is based in Mililani, Hawaiʻi, just 20 miles from Honolulu, and proudly serves the Central Oahu and North Shore communities. Wi ...