A complete list of active advisors currently associated with Tower Financial Strategies Corp.
Warmer can help you find a great advisor at Tower Financial Strategies Corp. or one who fits your needs even better.
Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals (including high‑net‑worth clients), charitable organizations and business entities. The firm typically delivers one‑time financial plans and directs clients to third‑party investment managers, while also advising on or offering insurance products, annuities, ETFs, hedge funds and private equity funds. TFSC does not accept discretionary trading authority and operates primarily through non‑discretionary client relationships and referrals to third‑party advisers (including AssetMark Managed Portfolios), conducting due diligence and ongoing reviews of those managers. Ongoing advisory accounts are reviewed monthly, clients are required to custody assets at Fidelity or Schwab, and the firm discloses it does not aggregate trades; its stated methods of analysis include fundamental, quantitative and technical techniques and it may recommend strategies such as options, margin and short sales. Noteworthy distinctions for a small, solo advisory firm include that the firm’s principal is a licensed insurance agent and the firm offers commissionable insurance products, a potential conflict the brochure discloses while noting clients are not required to implement recommendations through the firm. TFSC’s business model emphasizes referral relationships and access to third‑party managers and alternative investments rather than providing discretionary portfolio management for individual client accounts.
To learn more about the advisors currently working at Tower Financial Strategies Corp., 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 |
|---|---|---|
Rose Hill, KS
| 13
|
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