As a non-captive LPL Financial advisor in West Des Moines, Iowa, we are free to recommend investment and insurance solutions from many providers from all over the world. This freedom gives you universal investment access that you can only get from independent financial advisors.
The only types of solutions we are not able recommend are those from companies that only offer their products through captive, company-controlled agents. These types of products are rarely offered in a competitive landscape due to their higher costs or limited benefits. In fact, we very much enjoy comparing our recommended solutions to those of the captive providers.
Through our partnership with the nation’s largest independent broker/dealer*, LPL Financial, we have virtually unlimited access to the investable universe. In fact, we often recommend solutions provided by firms that would traditionally be viewed as our competitors. We like to let the cream rise to the top regardless of who is sponsoring the investment product. When a product or service is not able to be recommended by us, it is almost always due to the fact that we have deemed it unacceptable compared to other offerings in the industry.
*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
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