With more than 30 years of experience in the financial services industry, Jon Henschen is widely sought after by both broker dealers and reps for his expertise and advice on independent broker-dealer & RIA topics.
We find a broker dealer or RIA relationships that best fits your practice, while helping you to uncover unique and previously unknown opportunities.
Our extensive due diligence will save you jumping from the frying pan into the fire.
Placing advisors with Independent Broker Dealers and RIAs Since 1999
We contract with over 60 Independent Broker Dealers and numerous best in class RIAs that meet a broad range of advisor needs.
“Switching to the Right Independent BD by Understanding its Profit Centers”. Visit www.kitces.com/83
Jon Henschen Named to the IA 25‘s “25 Most Influential People In and Around the Advisor Universe”
“What’s unique about Jon, though, is his willingness to be transparent in how broker-dealer recruiting really works in a segment of the industry that historically has thrived by keeping much of its compensation hidden with back-end commissions and markups.”
-Michael Kitces