Apply to Join the Elite Advisor Network


EAN Application

You'll need to complete this application in one sitting. We look forward to looking through your application and will respond in 1-2 business days. You will receive a copy of your answers via email after submitting the form.
  • Professional Information

  • Round to the nearest 10,000.
  • Round to the nearest 10,000
  • Assign a percentage to each of the four areas below to get to 100% of your income. Example:AUM - 70%, Insurance - 15% Annuities - 10%, Fee-based planning - 5%
  • Round to the nearest 100k
  • Financial Planning & Consulting

  • Please enter a number from 1 to 10.
    1 being "doesn't allow it" and 10 being "supports and encourages."
  • General Business Information

  • Attorney, CPA, PEO (payroll, benefits), P&C, Insurance broker, real estate professional, banker...
  • A copy of your responses will be emailed to the address you provided.
  • This field is for validation purposes and should be left unchanged.




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