CSB Wealth Management
Firm
A Business Built on Ethics and Independence
CSB Wealth Managment (DBA - Doing Business As) was affilliated with LPL Financial in 2011.
LPL Financial (Nasdaq: LPLA) was founded on a promise to work for our advisors and institutions - not the other way around. Today, we're a team of 9,000 people serving over 32,000 financial advisors who bring financial advice to 7 million families. From easing the workload for our advisors and financial institutions to elevating their experience as wealth managers, to inspiring our staff who give their all each day, we'll never stop believing that anything's possible.*
LPL is an innovative firm in the financial services industry. How so? The advisors, large firms, and institutions that affiliate with LPL are free to build their business on their terms—all while doing what's right for their clients.
LPL doesn't offer proprietary investment products or have investment banking operations. Instead, we provide our financial professionals with personalized advice. Our team of experts consist of analysts, strategists, economists, and investment specialists who deliver thought leadership and relevant, timely market and economic insights.
Every day at LPL, in every business unit and in every role, there are choices to make, challenges to overcome, and ideas to take to the next level. Through our Code of Conduct, we guide financial professionals and employees to do business ethically.
At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.
*As of June 2026 - Tracking #847921