1673 Mahan Center Blvd.
317 N. Park Ave
You help people manage and help to secure their financial futures while doing the same for yourself. But the business challenges can be daunting and tiresome. You want to spend more time with clients, yet focused time is harder to come by.
Managing the paperwork and worry that comes with complicated and ever-changing compliance requirements?
Trying to keep up with technology that seems to change just as you get used to it?
Watching technology fees, accounting expenses and insurance costs — business and personal — diminish your hard-earned compensation?
Advisors who join or partner with U-Vest™ Financial maintain control of their client base. We put death/disability agreements in place on day one to be purchased if something happens to you. And should you ever choose to sell your practice, you already have a buyer in U-Vest™ Financial.
We understand one size does not fit all. With that in mind, we offer three business models.
Check them out below!
This full-support model is popular with experienced advisers: Everything is taken care of for you. This model includes:
This model works best for advisers who have their own office space and includes all of the above benefits except office space and health, disability and 401(k) benefits. (Even this can be tailored though, depending on the compensation model chosen.)
This model is meant for advisors who may not be happy with where they are right now – whether that be due to compensation, lack of ownership in their practice or lack of support – but who want to continue to fully run their own shop. Independent partners:
THIS WEB PAGE IS DESIGNED FOR INVESTMENT PROFESSIONALSThis information is meant for recruiting purposes only. Please note services (health insurance, 401(k), expense coverage, office space, staff, etc.) offered through U-Vest™ Financial are separate from any access to products and services offered through Waddell & Reed, Inc. (WRI). WRI is not responsible for any services offered directly through U-Vest™ Financial.Joining U-Vest™ Financial will require background checks due to the association with WRI and due to regulatory requirements. There is no specific requirement to join U-Vest™ Financial to be accepted as independent Financial Advisor with WRI nor is there any guarantee that WRI will accept any independent financial advisor candidate.Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), Member FINRA/SIPC. U-Vest™ Financial is a separate entity from WRI. (09/20)