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Rich Steinmeier

Managing Director - Divisional President LPL Financial

Rich Steinmeier is currently the Chief Executive Officer (CEO) of LPL Financial, a position he was appointed to on October 21, 2024. Prior to this role, he served as Managing Director and Chief Growth Officer at LPL Financial. Steinmeier joined LPL in 2018 and has been instrumental in leading teams responsible for corporate strategy, advisor recruitment, field management of employee advisors, capital solutions deployment, marketing, and communications.12

Before joining LPL Financial, Steinmeier held senior leadership roles at UBS Financial Services and Merrill Lynch, where he worked as a Managing Director. He also worked as an Engagement Manager at McKinsey & Company from 2002 to 2006.3

Steinmeier earned his Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania and his MBA from Stanford University's Graduate School of Business.13 His LinkedIn profile highlights his extensive experience in financial services leadership.

As CEO of LPL Financial, Steinmeier aims to continue driving growth while focusing on delivering innovative solutions for clients and enhancing stakeholder value.2

Highlights

Feb 27 · linkedin

Four years ago we rolled out Strategic Wealth Services as an affiliation option for advisors breaking away from the wirehouse. Today, we welcome Continuity Private Wealth – our 40th practice in this supported independence model. We’re honored to welcome Jamie Debuque, Tim Baltz, Wendy Fratrik, and their team to LPL Financial.

Jan 26 · linkedin

Thrilled to welcome Marvin Goldman to the LPL Financial family! Marvin, a seasoned financial advisor with a legacy dating back to the 1960s, brings a wealth of experience having served approximately $120 million in assets. Excited to see his business flourish with our state-of-the-art technology. Welcome aboard, Marvin! #WelcomeToLPL

Related Questions

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Rich Steinmeier
Rich Steinmeier, photo 1
Rich Steinmeier, photo 2
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Location

San Diego County, California, United States