FRGIS Announces Partnership With GreenState Credit Union

Financial Resources Group welcomes Iowa’s largest credit union

Fort Mill, SC. – August 26, 2020 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with GreenState Credit Union, Iowa’s largest financial cooperative. GreenState will be registered under the nation’s largest independent broker-dealer*, LPL Financial and brings over $7 billion in assets serving more than 230,000 members.

GreenState is proud to join Financial Resources Group and LPL Financial which allows them to deliver financial advice and wealth management services to its members. Through this partnership, GreenState will be able to provide access to thousands of investment products, allowing advisors to tailor specifically to each person’s needs.

“We chose the LPL platform given its industry-leading technology, dedication to advisor service, and client-first approach. The Financial Resources Group partnership enhances the value LPL provides and was a win-win for GreenState and the members we serve,” states Jeff Disterhoft, President/CEO. “Over their 10-year track record, the talent they have been able to attract is impressive. We look forward to a long and mutually beneficial partnership.”

The partnership comes on the heels of Financial Resources Group’s 10th anniversary this month.

“As we celebrate our 10th anniversary, we are excited to bring on GreenState Credit Union, one of the largest and one of the fastest growing credit unions in the country,” said Mark Stieve, Partner & Director of Business Consulting and Development. “Partnering with an organization that shares our passion for client service and growth is truly exciting. With similar vision and values, we look to create one of the premier investment programs in the industry.”

GreenState joins a list of over 85 financial institutions Financial Resources Group supports as a company dedicated to helping financial advisors grow their businesses.

Jenny Franchi, Senior Marketing Account Manager

Jenny Franchi, Senior Marketing Account Manager

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Want to see what we can do to help you grow your business? Contact us at our corporate office located in Fort Mill, SC. We look forward to hearing from you!

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