Through our broker-dealer Cetera Advisor Networks LLC and our registered investment advisory firm Vantage Financial Group, LLC, we offer independent retirement plan consulting, brokerage services and other investment products for you and your business, including:

401(k) and 403(b) Companies

  • ADP
  • American Funds Group
  • Great-West Financial / Empower
  • Guardian Life Insurance Company
  • John Hancock Retirement Services/li>
  • Lincoln Financial Group
  • Lincoln Trust Company
  • Great-West Financial / Empower
  • Guardian Life Insurance Company
  • Nationwide
  • OneAmerica
  • Principal Financial Group
  • The Standard
  • Transamerica Retirement Services
  • Vanguard
  • Voya Financial.

SIMPLE-IRA, SEP-IRA and Traditional IRA Companies

  • 250+ mutual fund companies

Mutual Funds

  • 250+ mutual fund companies.

Brokerage Platforms

  • Cetera Advisor Networks LLC
  • Pershing LLC
  • Advisors Asset Management
  • Incapital.

Advisory Platforms - Wrap Accounts

  • AssetMark, Inc.
  • Brinker Capital, Inc.
  • Cetera Financial Group
  • Curian Capital, LLC
  • Envestnet Asset Management
  • FTJ FundChoice, LLC.
  • Lockwood Advisors, Inc.
  • Loring Ward Asset Management
  • Mount Yale Investment Advisors
  • SEI Investments
  • The Institute for Wealth Management.

Advisory Platforms - Asset Allocation

  • AFM Asset Management
  • BTS Asset Management
  • Clark Capital Management
  • CLS Investments, LLC
  • Edelman Financial Services
  • Flexible Plan Investments, Ltd.
  • Frontier Asset Management
  • Hanlon Investment Management
  • Horizon Investments, LLC
  • ICON Advisors, Inc.
  • ITS Asset Management, LP
  • Manning & Napier Advisors
  • Merit Advisors, Inc.
  • MRM Asset Allocaiton Group
  • Niemann Capital Management
  • PageOne Financial, inc.
  • Strategic Equity Management
  • Symmetry Partners, LLC
  • The Elements Group
  • Vantage Investment Advisors, LLC
  • Verity Investments, Inc.
  • WBI Investments, Inc.

Donor Advised Funds

  • American Endowment Foundation
  • Eaton Vance.

Business Development Companies

  • American Realty Capital
  • CNL Financial Group
  • Franklin Square Holdings, LP
  • ICON Investment Group.

Non-Traded REITs

  • American Realty Capital
  • Griffin Capital Corporation
  • KBS Capital Markets Group
  • Northstar Realty Finance Corporation.

Hedge Funds

  • Aetna Capital Management, LLC.

Private Equity

  • Worth Capital, LP.

Managed Futures

  • Altegris Portfolio Management, Inc
  • Equinox Fund Management
  • Millburn Ridgefield Corporation
  • Mount Lucas Investment Managemen
  • R.J. O'Brien Fund Management, LLC
  • Steben & Company, Inc.

 

These are a sample of some of the companies we work with.