Strategic Alliances

Bland & Associates, PC – Certified Public Accountants

Carlson Burnett – Attorneys

Charles Schwab Corporation

Chartered Financial Analyst® (CFA) Institute

Certified Financial Planner® Certificants of North America

DeBoer & Associates, PC – Certified Public Accountants

Dundee Mortgage Services

fmgsuite – Financial Marketing for Advisors

Kravitz – Cash Balance Design

Orion Advisor Services

Securities America

Salesforce – Contact Management

TD Ameritrade Institutional

WealthPLAN Partners, A Registered Investment Advisor

All companies listed are separate entities from Securities America, Inc