Your Team background:
Executive Level Full Service Personal Adviser, Full Service back office, Personal Attention means you have a professional working with you, not an automated voice response system
Your Personal Adviser and your Client Support Team
Ken Loebel, Founder and Managing Partner and Investment Adviser Representative with 28 years advising clients and organizations
- Former Adviser with Wall Street firms
- Former VP Wealth Management at $1.4 billion bank
- Adjunct Faculty at multiple private universities, instructing finance and financial management for MBA and Undergraduate program
- MBA and studies in Finance and Corporate Finance
- This brings executive experience, knowledge, personalized atttention and account oversight at a personalized level
Full service back office
- Back Office Operations, Compliance, Supervision, Product due diligence services through Madison Avenue Securities, LLC
- This brings added value through efficient, experienced and compliant operations and support with a human touch
Clearing firm well recognized and trusted globally
- Clearing through Pershing LLC for brokerage and adviser accounts
- Ability to work with other clearing firms and third party managers
- This brings flexibility, industry leading clearing operations, trusted and well-recognized organizations to your team
Who We Help
We seek clients who embrace freedom of thought, individual decision-making accountability, and a desire to make well-informed financial decisions with the resources available in order to live a lifestyle of individual choice and determination.
How We Do It
We seek to advise clients with advice and recommendations that reinforce a mission to develop sustainable retirement income, provide ethical and responsible risk management and account management, and which places a level of accountability for us to help our clients in good times and challenging times.
What's in It for You
We believe that the value that we add as advisers helps our clients to receive more well-informed advice, resulting in making well-thought-out financial decisions which helps our clients directly and also it helps our communities to grow.