LPL retains $1.6B Zuk Financial Group

December 12, 2017 | InvestmentNews

Money, finance, business concept abstract background

Zuk Financial Group, a Lake Forest, Calif.-based hybrid that oversaw $1.6 billion in client assets while affiliated with National Planning Corp., has decided to remain with that firm’s new owner, LPL Financial.

LPL bought the assets of NPC’s parent, National Planning Holdings, in August.

Zuk, founded in 1974 by Paula Key and the late Cori Zuk, was created to help employees of public schools and nonprofit organizations reach their financial goals.

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