Marquette, Michigan — February 26, 2024 – Richard Tegge, a distinguished financial advisor at Wealth Strategy Group, proudly announces his recognition in the LPL Financial Masters Club for 2024. This esteemed honor is awarded to a select group of advisors who demonstrate exceptional growth and excellence in financial guidance amidst the challenging landscape of macroeconomic uncertainty and market volatility.

Operating from his offices in Marquette, Michigan, and Tomahawk, Wisconsin, Rich provides comprehensive wealth management services, including investment management, financial planning, and wealth management. This recognition underscores the dedication and success of Wealth Strategy Group and its exceptional team in serving clients across the Upper Peninsula and northern Wisconsin.

Rich expressed his gratitude, stating, “This recognition is a testament to our team’s hard work and the trust our clients place in us. We are honored to serve our clients, who are the foundation of our success.”

Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management, commended Rich’s accomplishments, saying, “On behalf of LPL, I am thrilled to congratulate Rich on his outstanding achievements in 2023. By leveraging our cutting-edge technology and comprehensive services, Rich has elevated their business, focusing on fostering deep client relationships in Marquette and Tomahawk. Their guidance has been crucial in helping families achieve their financial dreams.”

Rich has been affiliated with LPL Financial, a leading wealth management firm, for four years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support and tools to help increase operational efficiency and power business growth.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

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*Achievement is based on annual production among LPL-affiliated investment programs only.

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