Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce the selection of IEP Financial (Calton & Associates) as their new broker/dealer for its dually-registered financial advisors.
Chicago, IL (PRWEB) July 02, 2014
Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce the selection of IEP Financial (Calton & Associates) as their new broker/dealer for its dually-registered financial advisors.
The partnership with IEP Financial provides Blue Prairie Group with the ability to add retirement-focused advisors to their growing affiliate network who maintain commission-based business as part of their overall practice. IEP Financial was selected primarily due to the depth and experience of its management team of industry veterans including John Simmers and Amy Glynn, having strong track records of developing state-of-the-art platforms for both wealth management and institutional retirement plan services.
Ty Parrish, Managing Partner, who heads up blue Prairie Group’s advisor recruiting efforts said, “Blue Prairie Group has been a fee-only shop for a long time, but as we continue to add affiliates across the country, we needed a broker-dealer who could help us deliver strong tools and resources for some of our advisors who operate in the smaller end of the retirement market.” Randy Ciccati, newly appointed CEO, IEP Financial adds, “We are proud to have been selected by Blue Prairie Group as their hybrid platform of choice. We share a vision of the future. We look forward to supporting their growth with a stable of proven industry leaders, state of the art tools and outstanding service.”
Matt Gnabasik, Blue Prairie Group’s Managing Director said, “We are excited to work with IEP Financial. Although Blue Prairie Group is a fee-only shop, having the broker-dealer relationship will allow us to accommodate advisors who maintain a book of commission-based business and just as importantly, we are excited to have a voice in the development of IEP Financial’s retirement tools and services.”
About Blue Prairie Group
Blue Prairie Group is a fee-only investment consulting firm headquartered in Chicago. We provide unbiased and objective financial consulting through our three main practice areas: ERISA Retirement, Foundations & Endowments and Wealth Management. We act as fiduciaries to all of our clients’ portfolios and are remunerated solely by our clients. BPG passionately advocates low cost investments, full fee transparency, and offers a broad service suite for both institutions and individuals. Like any good neighbor, we contribute to the communities we live in, and for us this means giving 5% of our pre-tax profit to local charitable organizations.
For more information, please contact Ty Parrish at 312-376-8440 or go to http://www.blueprairiegroup.com.
About IEP Financial
Based in Tampa, FL, IEP Financial is a Division of Calton & Associates, Inc. member of FINRA and SIPC. It offers a Hybrid Broker Dealer and Registered Investment Advisor platform to successful Advisors who value their independence and want to provide clear, objective, unbiased advice, products, and services to their clients. Additional information can be found at http://www.iepfinancial.com.
Disclaimer of Warranty and Limitation and Liability. *IEP Financial is a division of Calton & Associates, Inc., Member FINRA, SIPC. Calton & Associates Inc. does not warranty the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. In no event will Calton & Associates, Inc. its affiliates or any such parties will be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Calton & Associates, Inc. or any other party has been advised of the possibility thereof. © 2014 All Rights Reserved. IEP Financial, 14497 North Dale Mabry Hwy, Suite 215, Tampa, Florida 33618. Reported by PRWeb 1 hour ago.
Chicago, IL (PRWEB) July 02, 2014
Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce the selection of IEP Financial (Calton & Associates) as their new broker/dealer for its dually-registered financial advisors.
The partnership with IEP Financial provides Blue Prairie Group with the ability to add retirement-focused advisors to their growing affiliate network who maintain commission-based business as part of their overall practice. IEP Financial was selected primarily due to the depth and experience of its management team of industry veterans including John Simmers and Amy Glynn, having strong track records of developing state-of-the-art platforms for both wealth management and institutional retirement plan services.
Ty Parrish, Managing Partner, who heads up blue Prairie Group’s advisor recruiting efforts said, “Blue Prairie Group has been a fee-only shop for a long time, but as we continue to add affiliates across the country, we needed a broker-dealer who could help us deliver strong tools and resources for some of our advisors who operate in the smaller end of the retirement market.” Randy Ciccati, newly appointed CEO, IEP Financial adds, “We are proud to have been selected by Blue Prairie Group as their hybrid platform of choice. We share a vision of the future. We look forward to supporting their growth with a stable of proven industry leaders, state of the art tools and outstanding service.”
Matt Gnabasik, Blue Prairie Group’s Managing Director said, “We are excited to work with IEP Financial. Although Blue Prairie Group is a fee-only shop, having the broker-dealer relationship will allow us to accommodate advisors who maintain a book of commission-based business and just as importantly, we are excited to have a voice in the development of IEP Financial’s retirement tools and services.”
About Blue Prairie Group
Blue Prairie Group is a fee-only investment consulting firm headquartered in Chicago. We provide unbiased and objective financial consulting through our three main practice areas: ERISA Retirement, Foundations & Endowments and Wealth Management. We act as fiduciaries to all of our clients’ portfolios and are remunerated solely by our clients. BPG passionately advocates low cost investments, full fee transparency, and offers a broad service suite for both institutions and individuals. Like any good neighbor, we contribute to the communities we live in, and for us this means giving 5% of our pre-tax profit to local charitable organizations.
For more information, please contact Ty Parrish at 312-376-8440 or go to http://www.blueprairiegroup.com.
About IEP Financial
Based in Tampa, FL, IEP Financial is a Division of Calton & Associates, Inc. member of FINRA and SIPC. It offers a Hybrid Broker Dealer and Registered Investment Advisor platform to successful Advisors who value their independence and want to provide clear, objective, unbiased advice, products, and services to their clients. Additional information can be found at http://www.iepfinancial.com.
Disclaimer of Warranty and Limitation and Liability. *IEP Financial is a division of Calton & Associates, Inc., Member FINRA, SIPC. Calton & Associates Inc. does not warranty the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. In no event will Calton & Associates, Inc. its affiliates or any such parties will be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Calton & Associates, Inc. or any other party has been advised of the possibility thereof. © 2014 All Rights Reserved. IEP Financial, 14497 North Dale Mabry Hwy, Suite 215, Tampa, Florida 33618. Reported by PRWeb 1 hour ago.