Amid bumper crop of smaller M&A deals, IBD practice adds $30M book

SSN Marketing Meet Our Reps, News

Securities Service Network CEO Wade Wilkinson credits the perseverance of two of his firm’s advisors for their success in purchasing at least 15 practices over the past 10 years.  Many advisors at Securities Service Network have acquired other advisors’ books, but none of them have completed as many deals as Steve Serati and Lee Neumann of Millenia Investments. Read more …

Retirement Visions LLC named in the Hartford Business Journal’s Best of Business Awards

SSN Marketing Meet Our Reps, News

One of Securities Service Network’s affiliated offices, Retirement Visions LLC, announced it has been named in the Hartford Business Journal’s Best of Business awards in the Financial Planning category.  These awards celebrate the business-to-business companies in our region that have been recognized by their peers as the best. Congratulations to Retirement Visions LLC!

Foresight Wealth Management Listed as One of America’s Fastest-Growing Companies by Inc. 5000 and MountainWest Capital

SSN Marketing Meet Our Reps, News

One of Securities Service Network’s affiliated offices, Foresight Wealth Management, today announced it ranked 1248th on Inc. Magazine’s 35th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. This recognition comes on the heels of the company ranking 46th on the 2016 fastest growing companies in Utah by MountainWest Capital Network (MWCN) (www.mwcn.org) at their 22nd annual Utah …

SSN Advisors Give to The United Way

SSN Marketing Marketing, Meet Our Reps

Due to the overwhelming response from our advisor family to this year’s technology survey, and the agreement that SSN would donate $5 per completed survey, SSN presented a $400 check to The United Way.  This year Becky Baldus, an advisor with SSN since 2011, and Katey Marina, Marketing Specialist for SSN, presented the check to The United Way.  We would …

Securities Service Network Welcomes The Lawandales Group

SSN Marketing Meet Our Reps, News, Press Release

Marietta, GA-based retirement planning firm brings approximately $200 million AUM to SSN KNOXVILLE, TN (September 13, 2016) – Securities Service Network, Inc. (SSN) today announced that The Lawandales Group has joined its broker dealer. The Lawandales Group is an independent financial services firm specializing in retirement planning with approximately $200M in assets under management. SSN is a leading independent broker dealer …

Four Financial Steps to Make on Your Employment Anniversary

SSN Marketing Meet Our Reps

Four Financial Steps to Make on Your Employment Anniversary By Eric Christiansen, Owner and Certified Financial Planner™ at Quantum Financial Services Inc. Here’s a toast to you! You’ve completed another year of dedication, hard work and professional growth. Looking ahead, you are also a bit closer to retirement. Here are four steps you should take to make sure all your diligence …