PETER MULLIN RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

Peter Mullin • April 30, 2024

 

FOR IMMEDIATE RELEASE



PETER MULLIN OF MULLIN WEALTH MANAGEMENT RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS 


MINNESOTA — MAY 1, 2024 – Peter Mullin, a financial advisor at Mullin Wealth Management in Central Minnesota, today announced that his achievements have been recognized with inclusion in LPL Financial’s Ascent Club* for 2024. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve, and deploy their wealth.


Mullin serves clients based in the Midwest, providing comprehensive wealth management services, including: investment management, retirement planning, tax planning, charitable giving and estate planning. 


“Recognition like this to me shows the power of relationships compounding in this business. It is awesome to see grassroots growth through so many passing my name on to friends and family. Thank you clients! You have my gratitude.”


“On behalf of the entire team at LPL, I am thrilled to congratulate Peter Mullin on his outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, Peter has taken his business to the next level, allowing him to dedicate more time to building meaningful client relationships with families in the Midwest. Through his guidance, he has been instrumental in helping these families turn their aspirations into financial realities.”

Mullin has been affiliated with LPL Financial, a leading wealth management firm, for 13 years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support and tools to help increase operational efficiency and power business growth. 


###

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 

At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. 

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.


We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.


*Achievement is based on annual production among LPL-affiliated investment programs only.


Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.


Find Time with Peter

 

  • Mullin's take on the "4% Retirement Rule"
  • Navigate "Bad Portfolio Weather"
  • Tips to Optimize Social Security 

 

Start Reading your 44-page EBook Sample >>

Iran Watch: My best advice in a manic market

By Peter Mullin • March 4, 2026
My best advice a manic market By Peter Mullin, CEO/Financial Consultant Clients, we have never been in it for last year's results. Instead, we are betting on future prospects. We know life is not perfect. But over time, it will be okay. There are life lessons we can draw on from investing. One lesson involves taking bad periods with a grain of salt. Uncertainty is the price we pay for an investment’s potential rewards. Iran is striking back at the Middle East and allies like a multi-headed medusa. This did just occur in June of 2025. The difference is there is a presumed push for a regime change. It is a nail biting time, once again. My best advice is to keep the long view in mind during times that test our wits. But there is war. There is hyperinflation. This market is out of control. I can't lose anymore…I won’t live long enough to recover. How long has it taken a market to bounce back? Surprisingly, markets bounce back quite quickly from the real terror of missiles, mortars and military strikes. JP Morgan’s chart shows that it takes 2-3 weeks (or less) on average. The average drawdown is about -5.3%.

Assessing Market Impacts of Iran Airstrikes

March 3, 2026
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Fixed Income Strategist Lawrence Gillum, discuss potential stock and bond market impacts of the airstrikes on Iran over the weekend. Tracking: #1072379

Assessing the Impact of Developments in Iran: Watch Energy

March 3, 2026
Kristian Kerr | Head of Macro Strategy Last Updated: March 02, 2026 Over the weekend, the United States and Israel conducted a coordinated series of missile and drone strikes against Iran, targeting several high-value military installations in an effort to hinder Iran’s nuclear development efforts. These operations resulted in the death of Iran’s Supreme Leader, Ayatollah Ali Khamenei, marking a significant escalation and immediately heightening regional tensions. Iran quickly retaliated by launching a broad series of missile attacks directed not only at Israel but also at multiple Gulf states, including Qatar, the United Arab Emirates, and Bahrain. The repercussions were felt across the region. Several Gulf countries responded by shutting down their airspace and closing their equity markets. The conflict also affected global energy flows. Tanker traffic through the Strait of Hormuz, a vital waterway that carries about 20% of the world’s oil supply, came to a near standstill as shipping companies diverted vessels away from the area for safety reasons. Plus, Qatar shuttered liquefied natural gas production at the world’s largest export facility after being targeted by an Iranian drone strike. President Donald Trump stated that U.S. strikes on Iran would continue, signaling that tensions are likely to remain elevated for the next few weeks. From a market perspective, the energy market is the primary way through which this crisis is likely to impact global markets. Any sustained disruption to oil or natural gas flows, especially if both severe and long lasting, have the potential to influence inflation expectations, weigh on business confidence, and elevate volatility across asset classes. In simple terms, the more intense and prolonged the geopolitical shock, the larger the likely market impact. This pattern was already evident when markets opened on Monday. Brent crude, the global benchmark for oil prices, briefly touched $82 per barrel as traders responded to the possibility of tighter supply conditions. A sustained period of elevated prices would place upward pressure on inflation expectations, and that in turn could have broader consequences for both equity and interest rate markets. However, for such a persistent rise in crude prices to materialize, markets would likely need evidence of a more prolonged or even total shutdown of the Strait of Hormuz. A disruption of that scale would represent a meaningful escalation relative to what has occurred so far and would justify a more substantial risk premium in energy markets. There is also a political dimension tied to Iran’s internal stability, particularly regarding how the Islamic Revolutionary Guard Corps (IRGC) chooses to respond. Whether it opts to pull back or escalate further will play a major role in determining how much of the current shock reflects elevated risk premiums versus a true disruption to physical supply.  Oil Prices Spike as Strait of Hormuz Tanker Traffic Stalls

Charting the markets: The great divide

February 18, 2026
LPL Market Signals

What is Your Wealth Story?

By Peter Mullin • January 20, 2026
My values and mission

Quarterly Market Insight - Q4 2025

January 16, 2026

One more speed bump before year-end?

By Peter Mullin • November 11, 2025
“Optimism sounds like a sales pitch. Pessimism sounds like someone trying to help you .” Morgan Housel, The Psychology of Money I do believe parts of the stock market are due for a reality check. But our big-picture, combined with our investment process says to hang in there. Connect with us now, especially if anything has changed for you. Remember April and Tariff Tantrums? Portfolio risk still matters Does is feel like stocks have done better than they actually have this year? Last year was a bumper year. And this year many have likely already forgotten the sharp April tariff tantrums. In recent history, market reality checks have been brief. For example, COVID caused stock markets to drop aggressively, followed by a wild recovery. Then 2022 reminded investors that taking imprudent risk can burn you. This rapid cycle of loss and recoveries makes it easier to get complacent. Yet, historical patterns suggest this isn't the time to ignore risk. It's easy to take on more risk after enjoying strong returns. But this can be dangerous—history doesn’t repeat, but it often rhymes. Let’s talk portfolio risk; risk can = rewards; but at what price? Let’s take a humble breath. Recall the math and logic of portfolio losses. Bigger portfolio risks require a higher pain tolerance. Large portfolio losses are hard to recover from. If a $100,000 portfolio loses 20%, it drops to $80,000. To get back to even requires a 25% return on your $80,000.  It’s easy to take on more and more risk when we are being rewarded. But many experienced retirees know, “easy come, easy go.”

LPL Research Presents 2025 Midyear Outlook

By Peter Mullin • October 8, 2025
We're pleased to offer 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations, providing a comprehensive recap of the economy and market to date, plus a forecast through year-end.

Unparalleled Support For Your Financial Future

September 18, 2025
More Posts

Articles and Assets

Your Prosperity Puzzle: Solved
What direction are you taking with your debts, income and assets?

What are your Priorities?

Schedule an Appointment

Well it’s the end of the year. I just searched on Google for “market outlook 2018.” I came up with a little over 58-million “results.”

So should you be investing in stocks in 2018? The quick answer: It’s likely a prudent part of your portfolio. But it depends on your circumstances, right?

It’s apparently popular to throw your hat in the ring.

A mantra that you hear among disciplined professionals is to “stay the course.”

Then you hear “sell high, buy low.”

Who’s right?

The relief of a disciplined strategy is that it can be tailored to you. And tailor we think you should.

Yes, it’s possible that an investor may not utilize stocks in their portfolio at all. Or you may decide to go “all in” with a diversified stock portfolio.

(Side effects from tailoring a strategy may include increased confidence & persistence, apathy toward daily market reports, and increased focus on what really matters.)

Let’s begin with the “Why” of investing for you. Then you can request 15-minutes on the phone discuss your “how.”

So “Why Should You Invest”

Life changes and our “why” of investing ought to transform with life. Some invest for sport  – they like the risk/reward of investing – they’re in it for the thrill. I don’t hang with this crowd.

Most of us ought to invest for things we want. Our money & our goals are serious. By investing in a diversified portfolio we can pursue things we want.

1. Living A Comfortable Retirement: Retirement is a noun. It’s up to you to really design and live a retirement that reflects you.

2. Purchasing a Home: Home is a place to live. It can take a down payment.

3. Passing an Inheritance on to Family:

4. Student Loan Shield: This idea is important for many Millennial graduates. Student loans can dominate your budget. But instead of accelerating those payments, what if you paid your required payments, and then invested the additional money that you were going to pay against your loan balance?

5. Emergency Reserves: You probably have read that it’s prudent to keep a relative healthy amount of cash in your checking/savings. Once you’ve achieved that, then you can consider investing additional funds. Go a step further and consider a non-retirement account for you and your house. You can spend this on cars, vacations or use it just as described in #4.

The Dow Jones has seen positive results, so far, in 2017. It’s unusual and sort of uncomfortable as the independent financial advisor. Why is it uncomfortable?

What would sting & linger longer? Finding $20 in the parking lot? Or finding a $20 parking fine on your windshield?

We’ve been finding a lot of metaphorical “$20’s” (i.e. “positive results”) in our portfolios this year. So the second we find a parking fine (or a few in a row) we’ll be sure to ask if stocks are still the right place to park our money.

Complacency can work against us, Dear Clients. Just keep recalling your long-haul strategy and your “why” of investing.

***

Peter Mullin is an independent financial advisor registered through LPL Financial. He lives in Rogers, MN with his family. He was born and raised in St. Cloud, MN. Mullin Wealth Management is located in Waite Park, MN.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Investing involves risk including loss of principal.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly. No strategy assures success or protects against loss.

 

Schedule an Appointment