Advisor Group

Firm Profile

As a company, we are unconditionally committed to advisors. We work
this out every day by providing them with flexibility to run their business
the way they want. We want you to do business your way. While
many broker-dealers offer narrow definitions of what open architecture
means to them, Advisor Group is focused on what it means to you.
We understand that you have a vision to take your already successful
practice to an even better place. The bottom line is that you know the
best way to manage your own business.

KEY CONTACTS
Taylor Hammons, (901) 900-3479
Stacia Apostolos Laux, (612) 590-5165
Pete Hirsch, (770) 690-3499

WEBSITE
www.AdvisorGroup.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million)

OPTIONS AVAILABLE
• Retirement Sales Desk Reps
• Business Development Consultants
• Recruiter for Retirement Plan Advisors
• 3rd Party Vendor Analysis Tool
• 3rd Party Investment Analysis Tool
• Benchmarking Tools
• CRM/Data Aggregation
• Allows Fiduciary Declaration3(21)/3(38)
• Custom Risk based/target date models
• 408(b)(2) – in-house or outsourced
• Plan feature review/plan design consulting
• Consulting on SMAs
• Plan sponsor fiduciary training
• Stable value analysis
• Minimum fee schedules

3rd Party Clearing BD: Pershing, NFS

7 home office employees supporting the retirement business

Key Contacts

KEY CONTACTS
Kelly Michel, (714) 866-9244
Pete Hirsch, (770) 690-3499
Stacia Laux, (651) 702-1829

WEBSITE
www.AdvisorGroup.com