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At Financial Resources Group Investment Services, we help you keep your focus on creating personal, long-term client relationships. From independent financial advisors to financial institutions, we provide an array of services to help you work towards success in your financial advising journey.

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Independent Advisors

Financial professionals who are working to create and manage their own practice are nurtured by the freedom of self-employment and the support and guidance of skilled leadership. The marketing and business consulting teams at Financial Resources Group Investment Services further aid the independent advisor by providing the support and resources to help you grow your business.

Financial Institution Advisors

Financial Resources Group Investment Services supports advisors and program managers at community and regional banks and credit unions by providing program and practice management consulting, creating efficiencies in the business process, and using strategic business development opportunities to grow the businesses.

Cross Platform Advisors

By combining the philosophies behind independent advisor services and program services, Financial Resources Group Investment Services has been able to successfully integrate independent advisors into institution programs. This integration benefits both the advisor and the program with increased exposure to clients and the ability to build a larger, stronger book of business.

Over 1,000

Affiliated Professionals

Over 150


Working with You

Financial Resources Group Investment Services provides tailored services to more than 95 financial institutions and over 1,000 financial professionals, nationwide. Representatives are registered through LPL Financial as their broker-dealer. 

LPL Financial is a Fortune 500 company and is the largest independent broker-dealer in the US*, with over 20,000 financial professionals across the nation. We enhance the services offered by LPL Financial by providing our clients with a more personal, customized experience.

*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.

Over 700


Over 160



Our team is thankful for the opportunity to serve our clients, and it’s important to us that we provide the best service so our clients feel great about working with us.

John Cortale
John Cortale Senior Vice President/Wealth Advisor The Cortale Group

The writing is on the wall. Independence is the future in the investment advisory world, and LPL is the place to be.

Jon T. Thompson
Jon T. Thompson CFP® ChFC®, Managing Partner Genesis Wealth Management

The size, the scale, and the resources of FRG really helped us. Our business consultant gave us ideas of what we should be considering, not just at that given moment, but a year from there, and two and three years after.

Laura Marzano MBA AIF®, Wealth Management Advisor H.O.M.E. Financial Advisors

After joining FRG, the marketing team really helped me add a personal touch and a level of understanding to really describe my brand and my vision.

Todd Rothenberger Senior Vice President, CMO Diamond Credit Union

Honestly, I don’t know where our program would be without the support FRG has given us. We don’t know how big the program can get! And, I don’t think that would have happened without the partnership we have.

Teo Trandafir AVP of Investment Services, UW Credit Union

I would definitely recommend FRG and LPL Financial for many reasons. LPL Financial is the largest independent broker group in the nation. The tools, technology and know-how they bring to the table is tremendous.

A Few of the Companies We Are Proud To Serve

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