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SERVICE & SUPPORT
Competitive Payout

Up to 92% on direct business, and up to 85% on stock and bond transactions. Multiple overrides and split accounts are available.
Compensation Schedule

 

Transition Support

Our staff will be available for you every step of the way until you are comfortable with our procedures and until your accounts have been transferred.
 

Training for Tomorrow Workshops

Our Training for Tomorrow workshops provide you and your administrative staff with the back office training you need to operate efficiently and stay in compliance.
 

Marketing Support

With the vast array of promotional opportunities offered through InfoMAX, you can have the marketing finesse of a major financial institution working for you. You can choose from high-performance marketing ideas, a valuable support system of proven prospecting letters, radio scripts, newsletters, print advertisements, seminar presentations and more. It's everything you need to set up and maintain a comprehensive marketing and communications system for your practice.
 

Open Line of Communication

An open line of communication is key to the success of our relationship with our reps. When you call us, a helpful person who can address your needs will greet you. And our key members of management are always available to answer your questions and offer solutions.
 

Flexibility

Our flexibility allows you to maintain your independence. We offer tailored compliance solutions and provide prompt response.


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Member FINRA / SIPC
704 River Place, Madison, WI 53716 (608)221-4545