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SHANNON — First State Bank Shannon-Polo-Lake Carroll’s FSB Wealth Group recently announced financial professional Cassandre Mlakar was accepted into LPL Financial’s Ascent Club Program.
The program celebrates financial professionals who achieved financial guidance excellence.
Mlakar serves clients across the country and is based in northwest Illinois. She provides wealth management services including investment management, retirement planning, tax planning, charitable giving, and estate planning. Mlakar has been an LPL affiliate for 16 years.
“I am honored to be recognized among LPL Financial’s distinguished advisers for 2024,” Mlakar said in a news release. “This achievement reflects our team’s dedication to helping families navigate today’s complex financial landscape with confidence. Thank you to our clients for trusting us with their financial journeys – your success drives our commitment to excellence.”
“On behalf of everyone at LPL, I am delighted to extend a warm congratulations to Cassandre Mlakar for her remarkable accomplishments in 2024,” LPL institution client success executive vice president Ken Hullings also said in the news release. “Cassandre has not only raised the bar for her business, but she has also been instrumental in helping her clients turn their financial aspirations into reality. Her expertise and dedication are truly inspiring.”
LPL Financial Holdings Inc. is a wealth management firm that supports 28,000 financial advisers and the wealth management practices of 1,200 financial institutions.
For information, visit lpl.com.