Firm Relationships

National Financial Services LLC

A Fidelity Investments Company Backs your financial professional by providing critical trade processing, clearance, client reporting, and systems work. Headquarters: Boston, MA

Osaic Wealth, Inc

Broker Dealer that provides business processing as well as compliance and technology resources to independent advisor practices.

Michigan Financial Companies

Office of Supervisory Jurisdiction Providing support to 150+ Advisors & Staff 30 Branch Offices across 8 States Headquarters: Southfield, MI

30,000 Ft. Wealth Management
(844) 30-000FT
clientliaison@30kwealth.com

35655 Mound Rd.

Sterling Heights, MI 48310

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Check the background of your financial professional on FINRA’s BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. Branch: (586) 698-5228. This communication is strictly intended for individuals residing in the states of CT FL IL MI TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.