Clients

//Clients
Clients2018-02-11T20:22:20+00:00

Clients

AdvisorNet Financial
Advisor Group
Affiance Financial
AICPA
Allianz Global Investors
Allegis Advisor Group
Allstate
Ameriprise Financial Services
APIC
Arvest Asset Management
Asset Planning Services
Associated Securities Corp
AXA Distributors
BACK2Y
Bank of America
Bank One
Black Creek Dividend Capital
BMO Bank of Montreal
Boulay Financial Advisors
Buckingham Family of Financial Services
Callahan Financial Planning Corporation
Capital Directions
Capital Performance Advisors
Carper Financial Planning
Cetera Financial Group
Chambers Plan
Charles Schwab
Citigroup
City Securities Corp
CLS Investments
CliftonLarsonAllen Wealth Advisors
Coastal Federal Credit Union
Columbus Life Insurance Co.
Commonwealth Financial Network
Counsel Wealth Management
Credential Securities
Cuna Mutual Group
Curian Capital
DECU Investments & Retirement Services
Eide Bailly Financial Services
Edward Jones
Farm Bureau Insurance
Fidelity Investments
Fiduciary Counseling Inc.
Fifth Third Bank
Financial Advisor Magazine
Financial Planning Association
Financial Planning Standards Council
Financial Services Network
Financial Solutions
First Allied Securities
FPA Colorado
FPA Dallas
FPA Georgia
FPA Houston
FPA Illinois

FPA Memphis
FPA Minnesota
FPA National
FPA New Jersey
FPA Northern California
FPA Ohio
FPA Oregon
FPA Philadelphia
FPA San Diego
FPA Southern California
FPA Southern Wisconsin
FPI of South Africa
FPI of South Korea
Franklin Wealth Advisors
Garrett Planning Network
Geneos Wealth Management
Global Financial Private Capital
Goldman Sachs
Grange Insurance
HD Vest
Hilliard Lyons
HK Financial Services
HSBC Securities
Hulse Group
Independent Financial Group
ING Financial Solutions Group
Invesco
Investment Centers of America
Investors Group
Jackson National Life Insurance
JHS Capital
John Hancock Funds
JP Morgan
Kalos Financial Group
Laird Norton
Legend Group
Legg-Mason
Lincoln Financial Group
Longboard Mutual Funds
LPL Financial Services
Mass Mutual
MD Financial Limited
Merrill Lynch Wealth Management
Met Life
Million Dollar Round Table
Minnesota Life
Morgan Stanley
Mutual of Omaha
Mutual Service Corporation
NAICPA
NAIFA
NAPFA
Nationwide Insurance
New York Life Insurance
North Dakota Bankers Association
Northwestern Mutual

Nuveen Investments
Ohio National
Pacific Investment Advisor
Pacific Life
Penn Mutual
Pensco Trust Company
Pershing, LLC
Presidential Brokerage
Principal Financial Group
Proshare Advisors
ProShares
Prudential Annuities
Questar
RBC Dain Rauscher
RBC Dominion Securities
RW Baird
Royal Bank of Canada
Rydex Investments
RZ Financial Network
Savant Capital
Saybrus Partners
Securian Financial Group
Securities America
State Street Global Advisors
SVA Wealth Management
Symmetry Partners
TD Ameritrade
TD Canada Trust
TD Mutual Funds
Tealwood Asset Management
ThomasWirigDoll Advisors
Thrivent Financial
Touchstone Securities
Transamerica
T. Rowe Price
UBS
UFG/Mainstreet Financial Services
University of Florida
University of Georgia
US Bank
Uvest Financial Services
Valmark Securities
Variable Annuity Life Insurance
Vanguard
VanKampen Funds
VSR Financial Services
Waddell and Reed
Wealth Enhancement Group
Wells Fargo FMG
Wescom Financial Services
Western Southern Insurance
Wipfli Hewins Investment Advisors
W. P. Carey
Woodbury Financial
XY Planning Network

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