A complete list of active advisors currently associated with Ministry Partners Securities, LLC
Warmer can help you find a great advisor at Ministry Partners Securities, LLC or one who fits your needs even better.
Ministry Partners Securities, LLC serves individuals (including high‑net‑worth clients), trusts, estates, churches and other faith‑based organizations, and participants in qualified retirement plans such as 403(b)s. The firm offers comprehensive financial planning and consulting—covering retirement, estate, tax and charitable‑giving topics—while also acting as a solicitor and referral source to third‑party asset managers and providing brokerage and insurance products through its broker‑dealer activities. MPS states an explicitly Christian approach to stewardship and incorporates clients’ religious or ethical values into investment recommendations and screening, then tailors plans to each client’s income, net worth, age and objectives. Rather than directly managing most individual accounts in‑house, the firm refers clients to selected third‑party managers (for example Camelot Portfolios, AssetMark and Harvest Investment), monitors those relationships and delivers ongoing advice and planning services while receiving a portion of the third‑party managers’ advisory fees. Compared with many team advisers, MPS is atypical in being dually registered as both a state‑registered investment adviser and a FINRA broker‑dealer, and several representatives are separately licensed to sell insurance—activities that can produce commission‑based compensation in addition to asset‑based advisory fees. The firm is affiliated with Ministry Partners Investment Company (a credit‑union‑owned parent) and may recommend parent‑issued securities, and it discloses an SEC enforcement action in 2024 relating to Form CRS delivery requirements.
To learn more about the advisors currently working at Ministry Partners Securities, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brea, CA
| 19
| |
Brea, CA
| 32
| |
Yulee, FL
| 16
| |
Brea, CA
| 3
| |
Brea, CA
| 26
| |
Brea, CA
| 32
| |
Fresno, CA
| 10
|
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