Independent Advisors—Diverse Practices
Our OSJ network members are successful, independent advisors with diverse practices and backgrounds. They joined AK Financial Group to enjoy the advantages afforded by a successful network with significant influence and leverage throughout the industry. Advisors span the gamut from individual practitioners to sizeable multi-partner firms. They bring dedicated expertise across all wealth management disciplines, including corporate retirement plans, tax planning, advanced estate planning, business financial planning, insurance and high-net-worth case management, among others.
Before joining the AK Financial Group Representative Network, many top-producing advisors and firms formerly ran their own OSJs, but wanted to focus more time and energy on client acquisition and retention. Others joined us seeking:
- Greater broker/dealer influence and access, with the knowledge that their voices are heard and responded to at the top levels of the organization
- Mentoring, coaching, and peer networking opportunities
- Assistance navigating the vast resources of LPL Financial in the most time-efficient manner
- To leverage AK Financial Group’s industry knowledge and leadership, which spans more than four decades