A complete list of active advisors currently associated with Thirteen Twenty-Two Advisors

Warmer can help you find a great advisor at Thirteen Twenty-Two Advisors or one who fits your needs even better.

Thirteen Twenty-Two Advisors is a registered investment adviser that provides ongoing portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm also delivers access to multiple LPL Financial–sponsored advisory programs and may refer clients to third‑party investment managers when appropriate. TTA documents client objectives in written Investment Policy Statements and typically manages accounts on a discretionary basis, using methods including fundamental and technical analysis and modern portfolio theory. Investments may include mutual funds, ETFs, fixed income, real estate funds and private placements, and the firm discloses it may employ more active strategies such as options, margin and short sales that carry additional risk. The brochure discloses an uncommon affiliation with a tax and bookkeeping business (Bridge & Brownback Tax dba Thirteen Twenty-Two Tax Consultants), and notes that related tax services may be offered to clients, a relationship the firm says it addresses through disclosure and oversight. The firm also requires use of LPL Financial as custodian, participates broadly in LPL-sponsored programs, and receives product and service support from LPL—arrangements the brochure identifies as potential sources of conflicts of interest.

To learn more about the advisors currently working at Thirteen Twenty-Two Advisors, 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.