For the Tomahawk Leader
TOMAHAWK – Richard Tegge, a financial advisor at Wealth Strategy Group, recently announced his recognition in the LPL Financial Masters Club for 2024.
A release from Wealth Strategy Group said the 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, Mich., and Tomahawk, Wis., Rich provides comprehensive wealth management services, including investment management, financial planning and wealth management,” the release stated. “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.”
Tegge 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 Tegge’s accomplishments.
“On behalf of LPL, I am thrilled to congratulate Rich on his outstanding achievements in 2023,” Lopez said. “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.”
Tegge 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
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*Achievement is based on annual production among LPL-affiliated investment programs only. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed (AK, AZ, CA, CO, FL, GA, HI, IL MD, MI, MO, MT, NJ, OH, SC, SD, TX, WA, WI.) No offers may be made or accepted from any resident of any other state. FINRA/SIPC.