PFG Network Advantage

Network Advantage

PFG Network Advantage


PFG services

Practice Management Support

  • With over 150 associates, we are able to analyze a variety of practices and bring the benefit of synergy and commonality to the often diverse personal practice.

Centralized New Business Center

  • Our New Business center thoroughly reviews your new business for suitability and administrative errors, creating a smooth and efficient application process.

Broker Dealer Services

  • Securities are provided through Cetera Advisor Networks LLC.

Compliance Support

  • Headed by our own General Counsel, PFG's compliance department manages our associates in all aspects, to include broker dealer and RIA support. We focus on protecting you and your practice in the ever increasing regulatory environment.

Advanced Marketing Services Support

  • PFG has access to some of the most respected and advanced marketing specialists in the country.

Complete Back Office Support

  • Our experienced professional staff is an extension of your staff, thereby eliminating the common frustration of direct correspondence with various service providers.

Insurance Agency Services and Brokerage Options

  • PFG's direct appointment with numerous insurance carriers provides complete access to Life Insurance, Long Term Care and Fixed Annuities. Our strategic partnership with Ash Brokerage Corporation solidifies our commitment to investigating, analyzing, and comparing products across the country.

Training and Study Groups

  • Held three times per year, select PFG associates participate in industry leading study groups to share and review ideas, concepts and services that have been particularly valuable to their practice and to their clients.

Investment Advisory Services

  • Vicus Capital, our own federally Federally Registered Investment Advisor, is not your typical RIA platform. With dedicated professional staff and personal CFA charter holder to support you and your clients' needs, we offer complete services from several of the nation's most respected, fee based advisory programs.

Strategic Allies

Strategic Allies


Vicus Capital, Inc.

  • Comprehensive Asset Allocation Models
  • Tax-Sensitive Portfolios
  • Private Money Managers
  • Fee for Service Financial Planning
  • Asset Management
  • Open Architecture Advisory Platforms (EAS)
  • Separately Managed Accounts (SMA)

 

PFG Wealth Management, LLC

(For High Net Worth clients)

  • Cash Flow Management
  • Bill Pay Services
  • Client Concierge Services
  • Family Office Support

 

The MetLife Enterprise 

  • Life Insurance
  • Annuities
  • Disability Insurance

 

Ash Brokerage Corporation

  • Fixed Annuities
  • Life Insurance
  • Long Term Care Disability Income

 

AXA Equitable Life Insurance Company

  • Life Insurance

Ohio National Life Insurance Company

  • Life Insurance
  • Annuities
  • Disability Insurance

PFG Offering

PFG Offerings* 


Through Vicus Capital:

  • ARIS Wealth Services
  • AssetMark (formerly Genworth Financial)
  • Brinker Capital
  • Curian Capital
  • Elite Advisory Services (EAS)
  • Managers Funds
  • Morningstar Advisors
  • Qualified Plans
  • Rochdale Investment Management
  • SEI Asset Management

*This is only a partial listing of mutual fund companies from which our representatives can offer products. This does not constitute a recommendation to either purchase or sell products from these companies.