(612) 347-8622

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701 4th Ave. South, Suite 1500
Minneapolis, MN 55415

Dan May
President & CEO
☎ 612-347-8622

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Your Journey

No matter where you are in your business lifecycle, our support allows you to focus your attention on the areas of business that will give you the greatest return.

We serve advisors that are seeking the benefits of a large broker-dealer, with the personalized support, attention and customized solutions of a smaller firm. They access our local community knowledge, reputation, access to deep institutional resources and a strong capital structure to ensure continued success.

We also serve advisors who come to us from large wirehouse firms, seeking a flexible framework in which to run their established business.