SAN DIEGO, July 16, 2026 (GLOBE NEWSWIRE) --
LPL Financial LLC
announced today that financial advisor Alan Feutz, CFP®, has joined
Genesis Wealth
, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Feutz reported serving approximately $725 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan.
Based outside of Chicago in Deerfield, Ill., Feutz brings more than two decades of industry experience and works primarily with individuals and families who are approaching or living in retirement. His practice emphasizes comprehensive wealth management, including retirement planning, tax-aware strategies, legacy planning and multigenerational wealth conversations.
Having developed an early interest in investing and the financial markets, Feutz entered the industry shortly after college and built a practice centered on personalized advice and meaningful client relationships. He takes a comprehensive approach to financial planning while also helping clients navigate market dynamics and recommending investment decisions tailored to their individual goals and preferences.
“When I meet with a new client, I want to understand the full picture — not just their finances, but what's important to them and how they want to work together,” Feutz said. “By getting to know clients on a deeper level and collaborating with the other professionals in their lives, we can build strategies that are customized to their unique goals and comfort level.”
Feutz believes exceptional service begins with treating every client like family. His high-touch approach is focused on earning trust, delivering personalized guidance and helping clients feel confident about their financial future.
Why Alan Feutz Chose LPL and Genesis Wealth
Feutz joined Genesis Wealth to gain greater flexibility in serving a focused group of households while benefiting from the resources of an established firm and the capabilities of LPL. He was particularly drawn to LPL's scale, stability and long-standing reputation, as well as the opportunity to customize the client experience.
“Coming from a bank environment, the safety and security of client assets were extremely important considerations,” Feutz said. “LPL’s history, scale and operational strength give me confidence, while Genesis Wealth provides an environment that allows me to spend more time with clients and deliver a more personalized experience.”
“Alan exemplifies the kind of advisor we are committed to supporting. He has built his practice by putting relationships, thoughtful planning and exceptional service at the center of every client interaction. We are excited to welcome him to Genesis Wealth and look forward to providing the resources, flexibility and collaborative environment that will help him continue delivering an outstanding experience for clients," said Kosta Tanglis, founder and managing parter at Genesis Wealth.
“We are pleased to welcome Alan to LPL through Genesis Wealth,” said Marc Cohen, chief growth officer at LPL Financial. “Alan has built an impressive practice by helping families navigate some of their most important financial decisions, from retirement income to legacy planning. With the combined strength of Genesis Wealth and LPL’s platform, he will have the flexibility, scale, and support to further tailor the experience for his clients while continuing to grow with confidence.”
Related
Advisors, learn how LPL Financial can help
take your business to the next level
.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit
www.lpl.com/
.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC.
Genesis Wealth and LPL Financial are separate entities.
Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the "
Investor Relations
" or "
Press Releases
" section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2025.
Media Contact:
Media.relations@LPLFinancial.com
Tracking #1137469
View the Zacks #1 Rank List
LPL Financial Welcomes $725 Million Advisor Alan Feutz to Genesis Wealth
Alan Feutz, CFP®, joins Genesis Wealth from J.P. Morgan, enhancing personalized financial advisory services for clients approaching retirement.
Quiver AI Summary
LPL Financial LLC announced that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, a firm aligned with LPL, after transitioning from J.P. Morgan. Feutz, based in Deerfield, Illinois, oversees approximately $725 million in advisory, brokerage, and retirement plan assets and has over 20 years of experience focusing on individuals and families nearing or in retirement. He emphasizes comprehensive wealth management, combining retirement, tax-aware strategies, and legacy planning with a personalized approach to client relationships. Feutz chose to join Genesis Wealth for its resources and LPL's reputation for stability, enabling him to offer tailored financial planning. Both Genesis Wealth and LPL expressed enthusiasm about Feutz's client-centric focus and the support they provide for his continued success.
Potential Positives
Potential Negatives
FAQ
Who is Alan Feutz and where is he based?
Alan Feutz, CFP®, is a financial advisor based in Deerfield, Illinois, with over two decades of industry experience.
What type of clients does Alan Feutz serve?
Alan primarily works with individuals and families who are approaching or living in retirement, focusing on personalized wealth management.
What services does Alan Feutz offer?
Feutz’s practice emphasizes retirement planning, tax-aware strategies, legacy planning, and multigenerational wealth conversations.
Why did Alan Feutz join Genesis Wealth and LPL Financial?
Feutz joined to gain flexibility in serving clients while benefiting from the resources and stability provided by LPL Financial.
What does LPL Financial offer to financial advisors?
LPL Financial provides a range of advisor affiliation models, investment solutions, fintech tools, and practice management services.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$LPLA Insider Trading Activity
$LPLA insiders have traded $LPLA stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LPLA Revenue
$LPLA had revenues of $4.9B in Q1 2026. This is an increase of 34.56% from the same period in the prior year.
You can track LPLA financials on Quiver Quantitative's LPLA stock page.
You can access data on LPLA stock through the Quiver Quantitative API.
$LPLA Congressional Stock Trading
Members of Congress have traded $LPLA stock 9 times in the past 6 months. Of those trades, 9 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$LPLA Hedge Fund Activity
We have seen 324 institutional investors add shares of $LPLA stock to their portfolio, and 374 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$LPLA Analyst Ratings
Wall Street analysts have issued reports on $LPLA in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $LPLA, check out Quiver Quantitative's $LPLA forecast page.
$LPLA Price Targets
Multiple analysts have issued price targets for $LPLA recently. We have seen 9 analysts offer price targets for $LPLA in the last 6 months, with a median target of $390.0.
Here are some recent targets:
Full Release
SAN DIEGO, July 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth , an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Feutz reported serving approximately $725 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan.
Based outside of Chicago in Deerfield, Ill., Feutz brings more than two decades of industry experience and works primarily with individuals and families who are approaching or living in retirement. His practice emphasizes comprehensive wealth management, including retirement planning, tax-aware strategies, legacy planning and multigenerational wealth conversations.
Having developed an early interest in investing and the financial markets, Feutz entered the industry shortly after college and built a practice centered on personalized advice and meaningful client relationships. He takes a comprehensive approach to financial planning while also helping clients navigate market dynamics and recommending investment decisions tailored to their individual goals and preferences.
“When I meet with a new client, I want to understand the full picture — not just their finances, but what's important to them and how they want to work together,” Feutz said. “By getting to know clients on a deeper level and collaborating with the other professionals in their lives, we can build strategies that are customized to their unique goals and comfort level.”
Feutz believes exceptional service begins with treating every client like family. His high-touch approach is focused on earning trust, delivering personalized guidance and helping clients feel confident about their financial future.
Why Alan Feutz Chose LPL and Genesis Wealth
Feutz joined Genesis Wealth to gain greater flexibility in serving a focused group of households while benefiting from the resources of an established firm and the capabilities of LPL. He was particularly drawn to LPL's scale, stability and long-standing reputation, as well as the opportunity to customize the client experience.
“Coming from a bank environment, the safety and security of client assets were extremely important considerations,” Feutz said. “LPL’s history, scale and operational strength give me confidence, while Genesis Wealth provides an environment that allows me to spend more time with clients and deliver a more personalized experience.”
“Alan exemplifies the kind of advisor we are committed to supporting. He has built his practice by putting relationships, thoughtful planning and exceptional service at the center of every client interaction. We are excited to welcome him to Genesis Wealth and look forward to providing the resources, flexibility and collaborative environment that will help him continue delivering an outstanding experience for clients," said Kosta Tanglis, founder and managing parter at Genesis Wealth.
“We are pleased to welcome Alan to LPL through Genesis Wealth,” said Marc Cohen, chief growth officer at LPL Financial. “Alan has built an impressive practice by helping families navigate some of their most important financial decisions, from retirement income to legacy planning. With the combined strength of Genesis Wealth and LPL’s platform, he will have the flexibility, scale, and support to further tailor the experience for his clients while continuing to grow with confidence.”
Related
Advisors, learn how LPL Financial can help take your business to the next level .
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com/ .
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Genesis Wealth and LPL Financial are separate entities.
Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the " Investor Relations " or " Press Releases " section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2025.
Media Contact:
Media.relations@LPLFinancial.com
Tracking #1137469
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