Overview

We are a stable but ambitious firm looking to expand our regional footprint through acquisition and merger opportunities in the Kansas, Oklahoma, Arkansas markets. As a hybrid RIA firm with LPL we have the flexibility to service our business with modern tools and support systems for any size business. We would like to find advisors seeking a succession plan or advisors looking to shift their business to the independent structure. We are licensed in nearly every state on the advisory and brokerage platforms.

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