Our Partnerships

Prospera Financial

We have chosen to work in partnership with Prospera Financial Services to ensure we can offer our clients innovative wealth management advice and solutions to meet their needs and goals.   

Founded in 1982, Prospera Financial supports independent financial professionals across the country, offering a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so they can bring their clients the same. By operating with integrity, honesty and an unwavering commitment to the investor, Prospera supports the success of financial professionals — which can lead to success for the clients they serve. With a focus on a service and a strong set of core values, Prospera Financial has been named Broker Dealer of the Year numerous times. 

With Prospera Financial Services as our partner, we can also ensure our private wealth advisory practice is able to deliver exceptional client service and at the same time allow us to have access to the broad range of expertise required to plan, implement and monitor our comprehensive wealth management planning approach.

First Clearing LLC

First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in Saint Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business and the strength of Wells Fargo & Company, one of the nation's largest financial service companies. 

First Clearing is a member of the New York Stock Exchange, NASDAQ and other major exchanges

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