Firm Relationships

Michigan Financial Companies

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

Osaic Wealth, Inc

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

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