Snapshot from Aug 02, 2026 at 07:00 UTC. For live data and tracking: View Live
Events / Business / Alan Feutz joins Genesis Wealth via LPL
Business advisor move

Alan Feutz joins Genesis Wealth via LPL

Analysis based on 6 articles · First reported Jul 16, 2026 · Last updated Jul 17, 2026

Sentiment
10
Attention
0
Articles
6
Market Impact
General
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Market Impact

This is a routine advisor movement with minimal market impact. LPL Financial continues to attract experienced advisors, supporting its asset growth, but the event is unlikely to affect stock prices or industry dynamics.

Wealth Management Financial Services
Event Summary

Financial advisor Alan Feutz, CFP, has joined Annex Wealth Management, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and RIA platforms. Feutz, who previously served at JPMorgan Chase, reported managing approximately $725 million in advisory, brokerage, and retirement plan assets. He will operate from Deerfield, Illinois, focusing on retirement planning, tax-aware strategies, and legacy planning for individuals and families. The move allows Feutz greater flexibility and access to LPL's platform while maintaining a personalized client experience. Annex Wealth Management founder Kosta Tanglis and LPL Chief Growth Officer Marc Cohen welcomed Feutz, highlighting his client-centric approach.

Key Actions
80 Alan Feutz joined Annex Wealth Management
30 LPL Financial announced
Entities Involved
per
Alan Feutz
Feutz transitions from JPMorgan Chase to Annex Wealth Management, gaining operational flexibility and LPL's resources to enhance his practice.
Importance 50.0 Sentiment 20.0
priv
Annex Wealth Management
Annex Wealth Management expands its Chicago-area presence and strengthens its retirement planning capabilities by adding Feutz.
Importance 40.0 Sentiment 15.0
stock
LPL Financial
LPL Financial gains an advisor with $725M in assets, reinforcing its platform's appeal. The move is positive but minor for the firm.
Importance 30.0 Sentiment 10.0
stock
JPMorgan Chase
JPMorgan Chase loses an advisor managing $725M in assets, a negligible impact given its scale.
Importance 10.0 Sentiment -5.0
per
Kosta Tanglis
As founder of Annex Wealth Management, Tanglis welcomes Feutz, supporting firm growth.
Importance 10.0 Sentiment 5.0
per
Marc Cohen
Cohen, as LPL's chief growth officer, publicly welcomes Feutz, reflecting LPL's advisor recruitment efforts.
Importance 5.0 Sentiment 5.0
Relationships
LPL Financial related ↔ Marc Cohen
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