Heidi Clute of Clute Wealth Management recently attended focus09, a leading financial services industry conference hosted by LPL Financial, the nation's number one independent broker/dealer. "I especially appreciated the business sessions, technology training and continuing education classes offered at this event," said Heidi Clute. "Attending such industry events helps us keep current so we can continue to offer our clients up to date advice."
Heidi Clute is a CERTIFIED FINANCIAL PLANNER and Registered Investment Advisor (RIA) with more than 29 years of experience. Heidi is the owner of Clute Wealth Management, an independent firm providing strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Securities are offered through LPL Financial, Member FINRA/SIPC.
LPL Financial is one of the nation' s leading financial services companies and largest independent broker/dealer. Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to 12,489 financial advisors, 768 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $259 billion in brokerage and advisory assets as of June 30, 2009.
