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Your Pathway to Success

Wealth Management Platform

Advisory Services

Exemplar Financial Network can help you transition to a fee-based practice or grow your existing assets with sophisticated fee-based advisory service programs.  We give you options to manage your advisory business and have everything you’ll need on one platform. These programs enable you to maintain your important client relationships and give you access to flexible asset management solutions that allows for sophisticated model management, streamlined rebalancing features, blast trading, drift dashboards, competitive pricing, consolidated reporting, and customizable alerts to give you ongoing monitoring of your clients accounts.

Advanced Planning Group

Your clients have diverse and complex needs.  The Cetera Advisor Networks Advanced Planning Group provides expert guidance for specialized issues like wealth transfer and estate planning, stock options, retirement and distribution planning, life insurance planning, and business succession planning. Utilize the experienced technical and legal resources offered by Advanced Planning Group to enhance sales opportunities and build stronger relationships with your clients.

Operations and Clearing Services

At Cetera Advisor Networks, more than 100 experienced traders and operations professionals support your brokerage business and process transactions through Pershing, LLC. Trade processing is streamlined and returns professional statements with detailed records. The Forms Central repository on SmartWorksSM puts essential forms at your fingertips and an online interactive manual guides you through each transaction accurately and efficiently.

FAST FACTS

Get the bottom line on Exemplar with our Fast Facts.

Fast Facts

Privacy Policy Disclaimer.  Exemplar Financial Network 413 E. Terra Cotta Avenue (Route 176) Crystal Lake, IL 60014. Phone: 815.459.4550

Securities and investment advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC Exemplar Financial Network and Cetera Advisor Networks LLC are not affiliated.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

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