Broker Check

(262) 650-1030

Chadwick B. Albano

For Financial Advisors

Does this sound like you?

  • Are you a financial advisor who has outgrown your current firm, or
  • …an advisor seeking more guidance and support in growing your practice, or
  •   …(if new) are a motivated person with a desire to enter the financial services industry?

If so, we have the unique platform you’ve been searching for, one that allows an open architecture approach to building your ideal financial services practice or business, where unlike many firms, we believe in a business-type model where your clients remain your clients throughout.

We are a rapidly-growing and uniquely positioned firm with unique solutions that help us stand apart, where we value, appreciate, and reward your passion, ethics, conviction, and persistence.  And where there is plenty of opportunity for both personal and career growth and advancement.

Our firm has re-defined independence for financial advisors and we are seeking entrepreneurial-minded professionals with a desire to earn significant income and create significant wealth as a result of helping other people.

Requirements include:

  • High ethical and moral standards and embraces a Fiduciary approach
  • A desire for success, independence and to help others succeed
  • Current Series 65 or 66 licenses, or have willingness to obtain licensing
  • Current Life (and Health) Insurance License, or have willingness to obtain licensing

Additionally, we are seeking these intangibles from our candidates:

Others describe you as trustworthy, conscientious, and caring.  You see yourself as a self-starter, has initiative and ready to go after your goals if given the opportunity.  You are also a team player who works well within a team.  You are goal-oriented, sees the big picture, and works effectively with little oversight, making your leadership skills apparent.  Lastly, you want more out of life and want to create significance by making a difference in other people’s lives, all while creating overall abundance for you and your family.

We want the right results-driven professional with solid values and ethics to not only join our team, but who may also want to become a future business leader at our firm.  We believe in always creating a win-win, and for the right Financial Professional there is no better time than now to become part of our growing team. 


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