More than 4,000 independent financial advisors and staff attended this year’s Focus to learn new strategies and skills, hear from industry leaders on a variety of topics, network with peers and discuss trends in the financial advice space.

 

In Mise’s session, “Honoring the Kingdom through Faith-based Investing,” he shared how fellow advisors can integrate their faith into their practices. He said, with the growing number of faith-based investment strategies and options available, advisors can help investors address their financial goals in a way that aligns with their purpose or personal beliefs. 

 

Mise is also a member of Kingdom Advisors, which provides training and advocacy for financial professionals who wish to deliver faith-based service to their clients. “In addition to serving my clients, I also believe in serving my community and my faith,” said Mise, who is a deacon and Sunday school leader at Summerville Baptist Church. “I try to bring the heart of a teacher into my work providing customized, independent and objective financial advice to help my clients work toward their goals.”

 

Mise has worked for nearly a decade in the financial services industry. The mission of Compass Investment Advisors is to guide its clients along their financial journey with a Christian perspective.

 

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

 

*Based on total revenues, Financial Planning magazine, June 1996-2019

 

LPL Financial and Kingdom Advisors are separate entities.

 

Securities offered through LPL Financial, Member FINRA/SIPC

Investment Advice offered through Compass Investment Advisors, LLC, a Registered Investment Advisor

Compass Investment Advisors, LLC is a separate entity from LPL Financial