Affiliations
Below are various names you will encounter as part of doing business with our firm along with an explanation of the role they play in helping us deliver a comprehensive financial planning experience to you!
Pershing serves as the CUSTODIAN for safekeeping, segregation and reporting of our client assets. They hold your assets and facilitate trades, provide annual tax reports.
Web-based portal allows you to access account information and view ON-LINE STATEMENTS, trade confirmations and tax forms with Pershing.
Performance reporting and ACCOUNT AGGREGATION SOFTWARE for assets managed by MainStreet Financial Advisors. Allows for an aggregate look at household assets to better serve you.
Cambridge Investment Research, Inc. is the “watch dog” for our clients. They hold us to the compliance in our industry. They audit our business practices annually.
FINANCIAL PLANNING SOFTWARE that helps us to evaluate where you are today and how to work towards getting where you want to go. The financial plan is a dynamic tool, updated daily, to reflect your investment valuations.
Client may access this through “wealth.emaplan.com”.
The vision of Kingdom Advisors is to serve the public by creating a recognized and credible specialty of Christian financial, legal, and accounting professionals within the financial services industry offering biblically wise financial advice.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, IL IN, MI, NC, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
Family Wealth Counseling services offered through Kardia Midwest Family Wealth Counseling, LLC, a Registered Investment Advisor to residents of Michigan. Cambridge, MainStreet Financial, and Kardia Midwest Family Wealth Counseling are not affiliated.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, MainStreet Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
Check out this Advisor on BrokerCheck.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, IL IN, MI, NC, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, MainStreet Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.