Since June, 1988, the corner of 16th and Market in Logansport has offered retirement plans and insurance and investment services through Private Ledger, which then became Linsco/Private Ledger Financial Services, which then became LPL Financial. In an effort to underscore its 27 years of local ownership, the office will now be doing business as Workman & Associates. Dave Workman said, “We still have the wonderful national presence of working with a company like LPL, but since so many, many of our clients and everyone around the city and county know our business as Dave Workman’s office, we decided the name change would more accurately reflect with whom the clients will be working. Nothing but the name has changed, no plans to retire or sell the business. Beth and I just felt it made sense to do this after 27+ years.” He added with a laugh, “We don’t make decisions too quickly about this type of change.” A new website address of www.workmanandassociates.com and Facebook page of Workman & Associates is part of the rebranding. While Workman has been recognized nationally for his work in the investment field, locally he is or has been involved in Calvary Presbyterian Church, Logansport noon Kiwanis, Huston Park, coaching of youth sports teams, the Salvation Army, and hosting a weekly local radio show.
David J. Workman is affiliated with LPL Financial and provides access to independent financial planning services, investment advice, and asset management services to over 2,000 clients in Indiana and 29 other states.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,500 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
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