Will Klatte

About Will Klatte

My mission is to work with experienced financial advisors within the AR, LA, MS, & OK marketplaces who are seeking client ownership, a highly competitive payout, greater control over their practice, and a firm that is 100% aligned in supporting their business. Through a consultative approach, I help advisors better understand the LPL Financial platforms, industry trends, and the benefits of transitioning to private practice.As the nation’s largest independent broker-dealer, a top RIA custodian, and a leading independent consultant to retirement plans*, LPL is an enabling partner to more than 23,500 financial advisors and approximately 700 financial institutions in the United States. Visit us at to learn more about the different ways we can be a strategic partner to your practice.I was born and raised by two wonderful parents in Newport Beach, CA where I took advantage of the beach and nice weather. I graduated from UC San Diego with a B.Sc. in Joint Mathematics and Economics along with a minor in International Studies. I entered the Financial Services Industry straight out of college and am passionate about creating a positive impact in the lives of the clients I serve. I currently reside in New Orleans, LA and am happily married to my wife, Caitie. Our daughter Everly entered our lives in February 2024. We have two dogs Baloo and Meeko. When not working, I enjoy traveling, spending time with family, and taking advantage of all the great food and music that the city of New Orleans has to offer.I am very excited at the opportunity of working with you in a confidential s••••••••@lplfinancial.comLicenses:Series 7- General Securities*Top 3 RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 19••••21); No. 1 provider of third-party brokerage services to banks and credit unions (20••••21 Kehrer Bielan Research & Consulting Annual TPM Report)

Experience

1. Vice President of Business Development

   LPL Financial

   Jul 2018 — Present · LA, MS

   Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• UC San Diego

  B.Sc. Joint Mathematics-Economics, Mathematics & Economics

  2006 — 2011