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What’s Your Path for Success?

At Exemplar, we believe in giving financial advisors the freedom to choose the path that best fits their goals and style. Our flexible affiliation models include options for working with a broker dealer (LPL), transitioning to an RIA model, or blending both in a hybrid structure. With each option, you also have the choice to keep your current brand identity or join the powerful Exemplar brand or our RIA—so you can build the practice that aligns with your vision for success.

Independent Financial Advisor

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Registered Investment Advisor (RIA)

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Hybrid

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FAQ

Which affiliation option fits my practice?

Exemplar offers different paths because ownership looks different for every advisor. In the Independent Channel, and with Total Clarity Wealth Management, our RIA (RIA-only or hybrid), you keep ownership of your clients and book of business. As a W-2 advisor with the Exemplar Brand, Exemplar provides the clients and infrastructure, and the book stays with Exemplar. The better question isn't which model pays more, but what you want your business to look like in five, ten, or twenty years.

Read the full affiliation options FAQ →

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Crystal Lake

413 East Terra Cotta Ave
Crystal Lake, IL 60014

Total Clarity

525 Tyler Road, Suite T
St. Charles, IL 60174

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

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