Advisor Teams

Excel 401(k) Partners with industry-leading firms to bring the best speakers and topics to our advisor-driven agenda. Find a list of our 2017 advisor teams below.

2017 Advisor Team Partnerships

Sheridan Road Financial

https://sheridanroad.com/

 

Sheridan Road Financial is a Chicago-based independent investment consulting and retirement firm focused on developing customized strategies designed to fit the needs of our corporate and individual clients. We have gained a reputation as one of the leading independent advisors of corporate retirement plans in the country.

 

Customized strategies: We have the freedom to work with any “provider,” platform, mutual fund family, TPA or record keeper as we develop your retirement plan strategy. We have also developed strong relationships with many leading service providers, law firms, accountants and other intermediaries, offering you greater depth of service.

 

Our retirement team has an average of more than 20 years experience and deep knowledge in each market segment.

 

We provide unbiased, objective advice and act solely on behalf of your best interests. We do not underwrite securities or act as a lender, enabling us to avoid potential conflicts of interest.

 

For a list of states in which we are registered to do business, please visit www.sheridanroad.com

Strategic Retirement Partners

http://www.srpretire.com/

 

Strategic Retirement Partners is a group of dedicated specialists focused solely on delivering retirement plan consulting services.  Strategic Retirement Partners provides subject matter expertise, advice and oversight that allows our clients to focus more time managing their business.  As an “ERISA” fiduciary to your retirement plan, our process is objective, rigorous and conflict free.

 

Strategic Retirement Partners’ mission is to help retirement plan sponsors carry out their fiduciary responsibilities in a prudent, well-documented and cost-effective manner.  We pride ourselves on making the plan management and decision-making process easy for the Committee to understand and implement.  We operate with the highest standards of conduct and integrity to ensure decision are made with the best interests of plan participants and beneficiaries in mind.

GRP Advisor Alliance

http://www.grpaa.com/

 

Global Retirement Partners Advisor Alliance is committed to becoming the country’s preeminent retirement plan consulting firm offering a complete suite of services to both plan sponsors and participants.

 

This approach is built on an incredibly strong partnership between the Global Retirement Partners’ leadership team and the nation’s top retirement advisors.

 

GRP Advisor Alliance fills a gap experienced by many advisors in the industry and provides the scale that would otherwise be difficult for most advisors to achieve on their own. By working together with GRP Advisor Alliance and like-minded member firms, advisors have more power to shape their business to realize their vision and goals.

Bukaty Companies Financial Services

https://bukaty.com/

 

At Bukaty Companies Financial Services, we employ a team of knowledgeable professionals, each bringing unique experience, skills and strengths to our various service offerings.

 

Driven by our strong core values, we pride ourselves on our team approach to client services and our dedicated single source solution. We are aligned with an independent, SEC-registered investment adviser (Resources Investment Advisors, Inc.).

 

At Bukaty Companies Financial Services, we strive to help individuals protect their quality of life. Whether it’s through proactive wealth management, corporate retirement services, or creating a meaningful co-op of advisors, we continually strive to improve the financial security of our clients.

BAM Advisor Services

http://www.bamadvisorservices.com/

 

BAM Advisor Services is a turnkey wealth management partner focused on helping advancing business for 140 independent wealth management firms around the country.

 

BAM provides firms with strategic growth solutions, operational support and tested, evidence-based investing tools. We partner with firms and provide guidance on business development and growth strategies, execute critical administrative functions and create continuing education opportunities for advisors.

 

Known collectively as The BAM ALLIANCE, our community of like-minded wealth advisors is helping more than 18,000 clients and their families achieve their most important goals.

Advisor Group

http://www.advisorgroup.com/

 

The Advisor Group network of independent broker-dealers is among the largest in the United States. The four firms that comprise Advisor Group – FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial Services – foster the spirit of entrepreneurship and independence that our more than 5,000 advisors exemplify.

 

Our structure allows us to invest significant resources across our broker-dealer network — resources that any single firm could have difficulty duplicating. The result? Our advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support.

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