Prospective Advisors
Latitude Financial, LLC
INDEPENDENCE...FLEXIBILITY....OPPORTUNITY
The financial services industry is changing. The people you choose to do business with now more than ever are important. In difficult times it is important to choose the right business partners.
We have done just that. We are a marketing organization that has sought out some of the most experienced companies to process our advisory, securities and insurance business. With over 100 years combined experience in the financial services industry our principals recognized that independence and flexibility provides opportunities for advisors and their clients.
Latitude Advisors, LLC
Latitude Advisors, LLC is a registered investment advisory firm with the SEC located in Yorkville, Illinois. If you want access to the industries top money managers or you would like a platform to manage your clients' money yourself it is available. We offer a flexible platform that has been structured for our advisors needs. We built Latitude Advisors as the final piece of our marketing firm because we wanted to offer something no one else was.
Advisor Managed Program Through Fidelity & Schwab
Advisor Selects Asset Management Fee (No Basis Point Fee From Firm)Latitude Managed Account Solutions (MAS) Model platorm utilizing dynamic and traditional asset allocation models
Access to Over 15 Third Party Money Management Firms
(Over 50 Institutional Money Managers)Separate Account Management, Mutual Fund Portfolios and ETF Portfolios
Thorough Compliance Oversight and Support
Client Access Via the Internet
Consolidated Statements
Streamlined Business Processing
GWN Securities, Inc.
The broker/dealer where independence is valued. GWN is committed to remaining flexible in their approach to technology, business processes, marketing and compliance. GWN is a back office operational broker/dealer that puts the advisors at the forefront with their clients This is why we have chosen to partner with them as our broker dealer firm.
Independent Broker/Dealer
Clearing Through Pershing, LLC
User Friendly Systems and Technology
Online Continuing Education and Training
Thorough Compliance Oversight and Support
Client Access Via the Internet
Online File Management System
Consolidated Statements
Laserapp Provided for Form Filling
Streamlined Business Processing
Highland Capital Brokerage
Highland Capital Brokerage is a dynamic insurance, annuity and longevity planning distribution company providing innovative protection and income solutions to advisors. We listen. We educate. We support. We do more. We elevate your business as your trusted, planning partner.
Paid Direct by Carrier for Commissions
Top Commissions in Industry
Online Contracting - Complete Once for Multiple Appointments
Online Forms and Quoting
Case Status and Production Reporting Online
Over 30 Highly Rated Insurance Carriers
Fixed Annuities, Permanent Life, Term Life and LTC
We are currently looking to add quality advisors to our firm. If you would like additional information about joining our firm please contact John Bivens, Vice President at
(630) 553-3740 or jbivens@latitudefinancial.net.
To schedule a meeting please click here.