You can also view your account, tax statements, and trade confirmations online. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Retirement Planners of America has been employing the Strategy since its inception in 2011. Advisory programs offered by FSC Securities Corporation, Osaic Wealth, Inc., SagePoint Financial, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by Osaic Advisory Solutions, Inc., an affiliated registered investment adviser. Contact. develop appropriate investment solutions based on your goals. SagePoint Financial Clients | SagePoint Financial Client web portal from Landaas.com | Landaas & Company You can also download the mobile app for your phone: Android: Pershing Advisor Solutions NetXInvestor. For Pershing NetXInvestor Instructions: . All investment strategies have the potential for profit or loss. Our mission is to help your financial professional serve your financial needs Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of Americas services will vary based upon a variety of factors, such as the clients investment and financial circumstances, the clients tax bracket, the nature and amount of the clients employer and outside benefits, the clients level of cooperation and communication, and the clients overall objectives. Sign up to get access to our monthly newsletter filled with financial tips and market updates. You can also download NetXInvestor's mobile app for your phone. Choose one of the two options below to sign up for online account access for your Pershing accounts: Do It Yourself - Use the self-registrationoption. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. financial transactions. Login Pershing. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ). Both companies are headquartered in Saint Paul, MN. Client Login Financial Solutions Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. Minnesota Life is not an authorized New York insurer and does not do insurance business in New York. The following links can be used to access your account(s) online, run performance reports, and view your financial plan. All with one goal in mind your success. If your account is held at Pershing, use this login to see your account balance, enroll in eDelivery, retrieve statements, research holdings, etc. Go Paperless/E-Delivery Past performance does not guarantee future results. NetX360+ is the next generation of the web-based professional workstation NetX360. Your financial professional is supported by a network of premier However, when implementing that portion of the Strategy, Retirement Planners of America believes that the benefit of avoiding bear markets outweighs the burden of these transaction costs and tax consequences. InfoDirect Logon - Pershing On the NetXInvestor home page, click Transact. To learn more about the professional history of our financial professional(s), please visit FINRAs BrokerCheck. Need an ID? 11810 Grand Park Avenue Investor Tax Information and Resources - BNY Mellon | Pershing Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to Retirement Planners of America but may not consider literally all aspects of a clients financial affairs. MMWKM Advisors, LLC (d/b/a Retirement Planners of America ) (Retirement Planners of America) is an SEC registered investment adviser with a primary business location in Plano, Texas. The content is developed from sources believed to be providing accurate information. Please consult legal or tax professionals We make meeting with you easy. The new website may be subject to privacy policies, security policies and terms and conditions different from those at Securian Financial Group, Inc. Insurance products are issued by Minnesota Life Insurance Company or Securian Life Insurance Company, a New York authorized insurer. The primary account owner must register for account access and successfully complete the identity verification process. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. The information is not designed, or intended, to be applicable to any persons individual circumstances. North Bethesda, MD 20852. admin@symmetryfp.com. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. Property and casualty insurance products are issued by Securian Casualty Company, a New York authorized insurer. The primary account owner must register for account access and successfully complete the identity verification process. Pershing's NetXInvestorplatform helps your clients stay connected with you and the markets by providing an elegant, online investment solution with exceptional flexibility and customization options for your firm. Register Check Status This information is provided by {ibdName} through Pershing LLC, member FINRA, NYSE, SIPC, a subsidiary of The Bank of New York Mellon Corporation. For such guidance please consult with a qualified professional. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. representative, broker - dealer, state - or SEC - registered investment advisory firm. This service enables you to view brokerage account documents online, and is provided on behalf of your financial organization by Pershing LLC (member FINRA, NYSE, SIPC), a subsidiary of The Bank of New York Mellon Corporation. If your account is held at Pershing, use this login to see your account balance, enroll in eDelivery, retrieve statements, research . Access account documents and investment research for investment services offered by Securian Financial Services. Securities, variable insurance products and investment advisory services offered through Securian Financial Services, Inc., registered investment advisor, member FINRA/SIPC. Netxinvestor login Securities and advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. Please consult legal or tax professionals for specific information regarding your individual situation. For access to entity accounts, such as trust accounts, or to register additional accounts to an existing user ID, please contact the Securian Financial Services Service Center at 1-800-820-4205, option 2. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: we told our clients to be out of the market in 2007 and 2008, we told our clients to get back into the market in 2009, and clients that followed our advice were out of the market in 2008; refer to strategies collectively employed and recommendations collectively made by Retirement Planners of Americas principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of Americas founder, Ken Moraif. Please use the links below to access our partner services. Securian Financial is the marketing name for Securian Financial Group, Inc., and its subsidiaries. partners, who bring strength, stability and security to strategies that are Suite 500 The information in this material is not intended as tax or legal advice. If unsure, use the WFS eQuipt Logininstead. If we have created a MoneyGuidePro plan for you, it can be accessed here. It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. All with one goal in mind your Check the background of your financial professional on FINRA'sBrokerCheck. 11810 Grand Park Avenue. provide clearing services through either Pershing, or National Financial Services (NFS). Securian Financial Services also offers programs in conjunction with Securian Trust Company. For Apple App: Click HERE. Login. PDF The Complete Technology Solution To Manage Your Evolving - Pershing 1. financial exchanges to handle confirmation, delivery and settlement of your PLEASE NOTE: The information being provided is strictly as a courtesy. material provided are for general information, and should not be considered a solicitation for the purchase or Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. EPIC (Estate Planning, Individually Centered), LIFT (Life insurance as a financial tool), Review licensing/appointment requirements, Do not sell or share my personal information. This service enables you to view brokerage account documents online, and is provided on behalf of your financial organization by Pershing LLC (member FINRA, NYSE, SIPC), a subsidiary of The Bank of New York Mellon Corporation. Netxinvestor login As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. investment products. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. 2005-2023 Securian Financial Group, Inc. All rights reserved. Coastal Credit Unionhas contracted with CFS to make non-deposit investment products and services available to credit union members. For instructions on registering your account: Download Here. NetX360+ Assisted - Print, complete, andsubmitthe NetXInvestor Client Requestform to Bekah by email at bflaming@boxfinancialadvisors.comor by fax to 612-313-7524. The Invest and Protect Strategy (the Strategy) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. NetXInvestor LOGIN. Through We The information in this material is not intended as tax or legal advice. Product availability and features may vary by state. WFS does not provide tax or legal advice. This communication is strictly intended for individuals residing in the states of CA, DC, DE, FL, MD, TX, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Client Login - Retirement Planners of America Android: Pershing Advisor Solutions - NetXInvestor. Technology Help Desk (888) 878-3142 Like all investment strategies, the Strategy is not guaranteed. Please click the link below to login and to access your investment account information. designed to work for today and tomorrow. For clients with Pershing accounts, the C lient Access experience will automatically create online credentials for a seamless single-sign -on into NetXInvestor , eliminating the need . This is a general communication for informational and educational purposes. NetX360+ helps increase productivity and efficiency through a reimagined experience with simplified features, streamlined navigation and workflows to benefit advisors, bankers, wealth and asset managers, and other financial services professionals The New Order page displays. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Together with CUSO Financial Services, L.P. (CFS), we provide the investment choices you want and the tools and services you need to achieve your financial goals. with an Advisor RETIREMENT PLANNERS OF AMERICA CLIENT LOGIN Welcome to the secure client area of our website. Client Login . Your financial professional is affiliated with SagePoint. Some of this material was developed and produced by