Overview

Super OSJ that has been built from the ground up to help create and support a premium Advisory experience. We are a multi clearing RIA through LPL Financial and Schwab. We wish to invite Advisors to join our firm and become independent 1099 business owners either on site, or off site through our 1099 RIA affiliation. We offer a professional platform with integrated technology and electronic workflow. We designed our firm around making your career more rewarding and your day more productive. We also offer many affiliation options for Advisors who wish to have access to our premium platform but are located in Florida, Texas, Utah, Illinois, Arizona or Wisconsin. Our Brookfield WI office suite is a AA grade office location recently expanded and now that has capacity for 10 more Advisors. Our further expansion into Florida will allow for an additional 6 offices, If you have a great area and want to expand it, Give us a call, you wont regret it. .
Kurt Rozman ___-___-____ ___

Market
Advisor/RIA
Last Activity
within 6 months

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