Your financial advising
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Independent Advisors
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Financial Institution Advisors
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Cross Platform Advisors
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Independent Advisors
Guiding Independent Advisors Every Step of the Way
At Financial Resources Group, we’re more than a supervisory partner — we’re a dedicated resource for growth, strategy, and long-term success. From initial onboarding to navigating compliance, business development, and practice management, we walk alongside independent advisors at every stage of their journey.
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Financial Institution Advisors
Your Partner in Building a Stronger Investment Program
Financial Resources Group specializes in helping financial institutions elevate their investment services through strategic guidance, proven processes, and personalized advisor support. From streamlining operations to enhancing client engagement, we partner with your team to strengthen your program, drive growth, and deliver consistent value to your clients and members.
FINANCIAL INSTITUTION ADVISORS -
Cross Platform Advisors
Navigate Your Cross Platform Journey to Success
A cross platform advisor blends the strengths of institutional and independent models. Advisors retain their own clients in a personal rep code, while a second rep code supports referrals from a bank or credit union. Whether employed by the institution, Financial Resources Group, or as an independent contractor, we guide advisors every step of the way on their cross platform journey.
CROSS PLATFORM ADVISORS
National Reach.
Personalized Support.
Financial Resources Group Investment Services delivers tailored support to a broad network of financial institutions and a vast community of financial professionals across the country. Our representatives are affiliated with LPL Financial, serving as their broker-dealer.
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Services
Navigating your path to lasting success together
Premier
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Community outreach
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Careers
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internship program
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Community outreach
Rooted in Community. Driven by Purpose.
At Financial Resources Group, community isn’t just where we work—it’s why we work. From day one, we’ve believed in giving back through charitable efforts, volunteerism, and local partnerships. Supporting the communities that support us is more than a tradition—it’s a core part of who we are.
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Careers
Grow with a Firm that Grows with You
We believe in building futures—starting with yours. At Financial Resources Group, you’ll find more than a job; you’ll find a supportive team, meaningful work, and opportunities to thrive professionally and personally. If you’re passionate about financial planning and making a real impact in people’s lives, you’ll fit right in.
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internship program
Your Finance Career Starts Here
At Financial Resources Group, we’re committed to shaping the future of financial services—starting with you. Our Summer Internship Program offers rising college juniors and seniors a dynamic, hands-on experience designed to spark growth, sharpen skills, and provide a real-world look into the inner workings of a leading financial services organization.
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Empowering Advisors Every Step of the Way—from Launch to Legacy
At Financial Resources Group, we understand that every financial advisor’s journey is unique, filled with opportunities and challenges alike. That’s why we’re dedicated to providing tailored support at every stage—from those just starting out to seasoned professionals planning their legacy. With our firm as your partner, you’ll have the guidance and resources you need to grow confidently today and leave a lasting impact tomorrow.
Read MoreReal Journeys. Real Success. Real Growth.
View AllFRG has been a great partner, and an invaluable resource. They provided unlimited access to training and were very thorough and ultimately, that’s what led to our success.
Jaret Mutter – Wealth Advisor | Investment Planner | Founder | President, Valley Wealth Group
Financial Resources Group encourages me to brand the way I want, but they support me in the marketing of my brand every step of the way. Not only do they support me with marketing, but the resources for the everyday grind of running a business, always customized to my wants and needs.
Karla Ukman – Founder | Wealth Planner | Senior Wealth Advisor, Artemis Wealth Management
Partnering with Financial Resources Group has been instrumental in enhancing Frandsen Investment Services. Their support and resources have allowed us to better serve our clients. I look forward to growing together with Financial Resources Group’s awesome team!
Michael Ritland – LPL Financial Advisor, Fransden Investment Services
Free Download
The Advisor Growth Playbook
No matter your path as an advisor, you face the challenge of delivering exceptional value while growing a business that runs efficiently and sustainably. Download this Advisor Growth Playbook for helpful tips on how to build upon the success you have already had!
Your financial advising Journey in motion
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