Independent Broker Dealer
Providing Financial Services & Wealth Management Practice Ownership
ADVISOR - BANK - CREDIT UNION - FARM CREDIT - NEW CAREER
Your Straightest Path To Success!
Today’s financial marketplace asserts new challenges yet also opens new opportunities.
As a privately owned, independent Broker Dealer, we believe that independence is the key to access these new opportunities. Independence allows you to run your business more efficiently, adapt to industry change rapidly and leverage resources of a strong, like-minded Broker Dealer and business partner.
Money Concepts welcomes you into our family while empowering you with the kind of independence that embraces your goals and awards you access to thousands of independent wealth management products for you to find the financial instrument that uniquely benefits your client.
Our financial advisors are owners, entrepreneurs and our family. They expect an efficient and effective Broker Dealer Service that frees them to reach their goals their way without compromise. Acting more as their Partner and Broker Dealer, we are responsive to our advisors by providing a unique service and meeting the competitive wealth management market head on with innovative strategies to grow THEIR business.
- Your Straightest Path To Success! – More than a Broker Dealer hosting your activity. We are your PARTNER relentlessly committed to your success!
- Strategically Diverse - Multiple platforms with focused support including: Financial Institutions, Tax Professionals and Independent Advisors.
- Structured Regional Support - Regional Financial Planning Centers provide advisors with administrative support, training, and strategic local business development experience.
- Independence without Compromise - Advisors can work independently or join partnerships and ensembles.
- National Network of Professionals - Our family of advisors enjoy an “open culture” of sharing success.
- Non-proprietary - Our advisors have access to thousands of non-proprietary financial products and instruments. We are an Independent Broker Dealer not product peddler.
- Education and Compliance “Positive” Priority - We view education and financial compliance as a strength. Understanding advisor needs and their business is the foundation of our broker dealer relationship.