Financial Service Providers

LPL Financial


As the nation's leading independent broker-dealer, LPL Financial supports over 14,000 financial advisors and approximately 700 financial institutions. With such a wide reach across the country, it was important to maintain brand consistency throughout the many platforms the company utilized. Both internal assets, including operations collateral, and external materials like brochures and flyers, needed to maintain the same brand identity.


Western Reserve has been a financial services firm for more than 20 years. Actively choosing to remain a small group of independent LPL advisors, it was important that their brand reflect their dedication to clients. The strong logo and identity convey the trusting relationship Western has with their clients. Their web and collateral materials demonstrate their commitment to providing the highest quality services.


As LPL independent advisors, the Jal Dennis Group created their own brand to promote their services locally. Based in Texas and focused on personal attention, it was important for Jal Dennis to evoke a sense of familiarity and respect in their brand. The logo, identity, and all print and web materials were carefully created to visually demonstrate the collaborative partnership clients have when working with the Jal Dennis Group.


The Waterfront Financial Group created their brand as an independent LPL advisor. With a focus on long-term investment strategies for business owners, their look not only reflects their name but their niche market of advising those in transition from active work to retirement, as well. The soothing logo, brand, and palette give a sense of comfort, reiterating the care clients receive from the Waterfront team. All digital and print materials carry the brand both internally and externally.

©2018 Patera Design, LLC.

  All rights reserved.