To get started, enter your ZIP code, city and state or an advisor's name. Use our advanced search options to find an advisor who meets your specific criteria and your financial goals.
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By giving us an idea of the approximate value of your investable assets* we can better match you with an advisor that has the most relevant experience for your financial situation. Select a category below that best describes you:
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Less than $50,000
$50,000 - $99,999
$100,000 - $249,999
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$250,000 - $499,999
$500,000 - $999,999
More than $1 million
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By telling us more about the needs most relevant to your life situation, you can find advisors who will provide services more specific to you. Select one/any of the boxes below to match yourself in this way:
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Retirement planning strategies
Domestic partner planning
Estate planning strategies
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Saving for education
Growing your business
Investment advice
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*To determine your investable assets, include stocks, bonds, mutual funds, bank accounts, certificates of deposit, and personal retirement accounts (do not include tangible assets such as your home or car).
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Have an advisor contact you
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Speak with an associate.
Call (800) 882-1244
7 a.m. to 7 p.m., Central time,
Monday through Friday.
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