LPL Financial announces top ranking for Diamond Financial Planning

BOSTON, MA (October 4, 2016) — LPL Financial extends their congratulations to Adam Hartzell, Financial Advisor; Benn Smith, MSFS, Financial Advisor; and Stephen Clark, Financial Consultant, all representatives of Diamond Financial Planning, a division of Diamond Credit Union, Pottstown, PA. Diamond Financial Planning was ranked in the top 10% for financial institutions with up to $650 million in deposits for the 2nd quarter of 2016, as reported by LPL Financial.

“The individuals at Diamond Financial Planning have demonstrated such an outstanding commitment to their clients,” said Andy Kalbaugh, LPL managing director and divisional president, Institution Services. “LPL is proud to be able to recognize Adam, Benn, Stephen, and the investment program at Diamond Credit Union.”

LPL Financial announces the ranking of all represented credit unions, categorized by total revenue, on a quarterly basis and publishes the results in their internal magazine.

“On behalf of Diamond Credit Union, I congratulate these individuals on this remarkable honor,” said John Faust, President/CEO of Diamond Credit Union. “These men are valuable members of our team and a tremendous example of how Diamond Credit Union helps members of our community strive to reach their personal financial goals.”

LPL Financial is a leading provider of comprehensive third-party brokerage and wealth management services to the investment programs of banks and credit unions throughout the nation*.

About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. LPL and its affiliated companies provide financial services only from the United States.

About Diamond Financial Planning

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through PFG Advisors, a Registered Investment Advisor. PFG Advisors and Diamond Financial Planning are separate entities from LPL Financial. Diamond Credit Union and Diamond Financial Planning are not registered broker/dealers and are not affiliated with LPL Financial.

Diamond Credit Union is the 18th largest credit union in Pennsylvania and is headquartered in Pottstown, Pa., with four additional offices. Diamond serves Berks County and the Tri-County Region and holds over $531 million in assets with over 57,000 members. For more information about Diamond Credit Union, please visit


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