THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
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We define success as being significant in the lives of the clients we serve and the communities in which we live.
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We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
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We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
BULLTALK MARKET CALLS
BULLTALK MARKET CALLS
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
BULL TALK MARKET CALLS
BULL TALK MARKET CALLS
David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.
David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.
Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.
Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.
OUR COMMITMENT TO CLIENT SERVICE
OUR COMMITMENT TO CLIENT SERVICE
A Welcome Message
From David and Katie Pickler, Cort Winsett, and Cameron Spann
Conversion Timeline
September 14th
You will receive a postcard from LPL about the conversion via U.S. mail even if you elected e-delivery for the NCL.
No action is required.
November 14th
Accounts will be moved to LPL on November 14th and will be viewable in your Account View system once we establish your access.
December
You will receive your last NFS statement and your first LPL statement in December.
Blackout Period
There is a blackout period (where we cannot open new accounts on your behalf due to the conversion) beginning October 21st for advisory accounts and October 23rd for brokerage accounts and ending November 13th. New accounts will be opened on or after November 13th.
November
There is an early November deadline for writing checks and using your debit card from your NFS account(s). New checks and debit cards will be mailed in mid-November.
LPL will honor checks written with your NFS checkbook for a limited period post-conversion.
Q1 2027
You will begin to receive tax documents from both NFS and LPL in the first quarter of 2027.
November 13th
Commonwealth and LPL formally integrate.
November
You will receive a mailed copy of our LPL ADV 2B, which is required by the SEC, in November.
Q1 2027
You will receive a welcome letter in the first quarter of 2027 confirming your accounts have been established at LPL.
No action is required.
Articles & Blogs
Webinars
Join the Pickler Wealth Advisors team for an update on our transition to LPL Financial, including what to expect in the weeks ahead and answers to your questions.
Friday, October 2nd at 11:00 AM CT
A recording will be available on Conversion Central following compliance approval.
Account View
Account View is the new secure, digital platform for investors that will replace Investor360°. You will receive new account number(s) as part of the conversion. These account numbers should be provided to any third parties that you have periodic withdrawal or deposit instructions established with, such as your bank or the SSA.
After conversion, you will receive access to view your accounts in Account View. We’ll share more information with you about this process closer to the conversion date.
Access to the mobile app will be available after Account View access is established by downloading the LPL Account View mobile app and logging in with your email address and password. You’ll get a text message with a code to register the app the first time you log in.
During market hours, prices and values are updated in Account View every 20 minutes. Intraday transaction information may take up to an hour to appear in Account View.
Getting Started with Account View
FAQs
Contact Us
If you have further questions, we are always one call (or click) away!
901.316.0160