Our Broker Dealer Financial Services and Investment Advisors Corp. dedicated team care about you and your clients. Our team extends beyond the borders of our firm to the considerable strength of our valued business partners and our financial professionals who share a common goal of providing superior service to you and your clients. For your convenience, you may access logging in to one of the following advisor portals below:
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News & Events
Q3 2017 Newsletter
Products & Specialty Resources
BDFS/IAC will reward you for referring a qualified advisor who agrees to join the firm. You will receive a $500 bonus after the advisor is with us for six months and an additional $500 bonus after the advisor is with us for twelve months. An additional $1,000 is rewarded if the advisor qualifies for Medallion Leaders Club during their first full calendar year.
If you have questions or comments, please contact
(click arrow to expand to see contact information
and pictures of team members):
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Sue Knoll |
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Amber Bergin |
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Todd Garrington |
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Cody Phelps |
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Alec Nielsen |
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Ryan Brooks |
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Rob Hill |
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Cody Phelps |
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Alec Nielsen |
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Bonnie Hageman |
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Sue Knoll |
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Kristi Mignano |
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Kirby Ommen |
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Mike Skoglund |
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Kathy Tynan |
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Jeff Cameron |
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Thomas Sherzan |
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Sue Pulley |
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Mike Skoglund |
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Kathy Tynan |
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Jeff Cameron |
► Licensing & Executive Support
▼ Licensing & Executive Support
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Deb Smith |
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Cody Phelps |
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James Young |
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Deanne Rowland |
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Heather Nesler |
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Jessica Pudenz |
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Laura Remer |
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Cody Phelps |
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Alec Nielsen |
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Cody Phelps |
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Rob Hill |
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Lisa Smith |
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Barbara Bennett |
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Robert Sherwood |
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Michael Harken |
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Brian Schwartz |
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Greg Romans |