Organizations in Financial Planner, Houston
Retirement Planners of America
Tuyyo Planning Group, LLC
Carroll Advisory Group
Creme Wealth - Plano Financial Planner
Jett Financial Group - John Jett, MBA, ChFC
Threadgill Financial, LLC
Office of Sergio A. Rojas, CFP (RGV Wealth Management)
Munn Gray & Associates - Certified Financial Planner
Park Place Financial
Charis Legacy Partners
Crown Wealth Strategies, El Paso Wealth Management Dipp Metzger CFP Certified Financial Planner
New Century Investments
Oak Harvest Financial Group
Bullogic Wealth Management
Palo Duro Financial Group- Financial Planning & Services
Matthew D Landry - Financial Advisor, Ameriprise Financial Services, LLC
Orchard Financial Group
Pro Capital Wealth Management
Avid Wealth Partners
David Disraeli, President 360NetWorth, Inc.
Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro
Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
Tim Money Financial Services
Community Resource Credit Union
InTouch Credit Union
Texan Wealth
Stevens Wealth Management
GFS Home Loans Corporate
Strittmatter Wealth Management Group, LLC
Wilson Wealth Advisors - Ameriprise Financial Services, LLC
Strategic Capital - Wealth Management Austin
Wela Financial Advisory
RFG Wealth Advisory
Oakwell Private Wealth Management
Financial Synergies Wealth Advisors
Centric
Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC
Tom Palmersheim - Financial Advisor, Ameriprise Financial Services, LLC
Nguyen CPA Firm
Badii Group Private Wealth Management
Secure Plus Financial
Sullivan Financial Partners
Christian Financial Advisors
7 Saturdays Financial
USAA Federal Savings Bank
Neighborhood Credit Union
Avion Wealth Management
Post Oak Private Wealth Advisors
Sterling Marschall - Financial Advisor, Ameriprise Financial Services, LLC
Belonging Wealth Management - Fiduciary Financial Advisor
The Rosamond Financial Group Wealth Management, LLC
Texas Financial Advisors
Catalano Financial
11 Financial
Kathy Hayden - Financial Advisor, Ameriprise Financial Services, LLC
InTouch Credit Union
Space City Credit Union
Neighborhood Credit Union
108 Capital Management
Outlier Financial Partners
Benold Financial Planning
PenFed Credit Union
Strategic Financial Group
The Manning Group, Inc.
Crossvine A Financial Planning Firm
Khadia Michel - Financial Advisor, Ameriprise Financial Services, LLC
Harry Sidhu - Financial Advisor, Ameriprise Financial Services, LLC
Genesis Wealth Management
Joe David Gentry - Financial Advisor, Ameriprise Financial Services, LLC
Richard Travis - Financial Advisor, Ameriprise Financial Services, LLC
Treasury Financial
Brian Langford - Financial Advisor, Ameriprise Financial Services, LLC
Neighborhood Credit Union
Bob OBrien - Financial Advisor, Ameriprise Financial Services, LLC
Cruger Financial Services
Azimont Group - Ameriprise Financial Services, LLC
Scott Bowers - Financial Advisor, Ameriprise Financial Services, LLC
Doug Stone - Financial Advisor, Ameriprise Financial Services, LLC
Koinonia Financial
The Goff Financial Group
Future Financial Solutions
Ark Financial Group
Edward Hedgecoke - Financial Advisor, Ameriprise Financial Services, LLC
Hamilton Financial Planning, LLC
Lori Maine - Financial Advisor, Ameriprise Financial Services, LLC
Bill Rippey - Financial Advisor, Ameriprise Financial Services, LLC
Rod Boaz - Financial Advisor, Ameriprise Financial Services, LLC
Eric Schneider - Financial Advisor, Ameriprise Financial Services, LLC
ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor
Neighborhood Credit Union
Diamond Client Group
Christopher Bridges - Financial Advisor, Ameriprise Financial Services, LLC
InTouch Credit Union
Edward Jones - Financial Advisor Clint Tees
Thalia Christy Savvidis - Financial Advisor, Ameriprise Financial Services, LLC
Quest Trust Company
Danny P Blevins - Financial Advisor, Ameriprise Financial Services, LLC
Kara Morin - Financial Advisor, Ameriprise Financial Services, LLC
Joe C Klages - Financial Advisor, Ameriprise Financial Services, LLC
Pineywoods Financial
David Dick - Financial Advisor, Ameriprise Financial Services, LLC
Shane Makary - Financial Advisor, Ameriprise Financial Services, LLC
Edelman Financial Engines
Mark Meier - Financial Advisor, Ameriprise Financial Services, LLC
Philip Lapp - Financial Advisor, Ameriprise Financial Services, LLC
John L Sandberg - Financial Advisor, Ameriprise Financial Services, LLC
Kent L Copeland - Financial Advisor, Ameriprise Financial Services, LLC
John Rodriguez - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Jeng - Financial Advisor, Ameriprise Financial Services, LLC
David Heffernan - Financial Advisor, Ameriprise Financial Services, LLC
Old Glory Financial
Guy Church - Private Wealth Advisor, Ameriprise Financial Services, LLC
Russell Rosin - Financial Advisor, Ameriprise Financial Services, LLC
Drake Barnes - Financial Advisor, Ameriprise Financial Services, LLC
Michael DeGroat - Financial Advisor, Ameriprise Financial Services, LLC
J Maurice Gibbs - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Rapp - Financial Advisor, Ameriprise Financial Services, LLC
Jim Bailey - Financial Advisor, Ameriprise Financial Services, LLC
David Hergert - Financial Advisor, Ameriprise Financial Services, LLC
Broadway Bank - Kyle Financial Center
Mitchell Jacobs - Financial Advisor, Ameriprise Financial Services, LLC
Dawn Nguyen - Financial Advisor, Ameriprise Financial Services, LLC
Scott A Miller - Financial Advisor, Ameriprise Financial Services, LLC
James Callaway - Financial Advisor, Ameriprise Financial Services, LLC
William Everly - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Carter - Financial Advisor, Ameriprise Financial Services, LLC
Kelly Shanks - Financial Advisor, Ameriprise Financial Services, LLC
John Ramzy - Financial Advisor, Ameriprise Financial Services, LLC
Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC
David Nethery - Financial Advisor, Ameriprise Financial Services, LLC
Kevin Talley - Financial Advisor, Ameriprise Financial Services, LLC
Marshall L Felker - Financial Advisor, Ameriprise Financial Services, LLC
L Don Graham - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Horst - Financial Advisor, Ameriprise Financial Services, LLC
Kristen Palme - Financial Advisor, Ameriprise Financial Services, LLC
David D Barnes - Financial Advisor, Ameriprise Financial Services, LLC
Renee Vailes - Financial Advisor, Ameriprise Financial Services, LLC
Luis Landin - Financial Advisor, Ameriprise Financial Services, LLC
United Capital Financial Advisors
Keith Mortimore - Financial Advisor, Ameriprise Financial Services, LLC
Granite Financial Group, Inc
America Debt Resolutions
CORDA Investment Management, LLC
James C Simmons - Financial Advisor, Ameriprise Financial Services, LLC
Pamela Turner - Financial Advisor, Ameriprise Financial Services, LLC
Neal D Vasso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Martin Wheeler - Financial Advisor, Ameriprise Financial Services, LLC
Barry Wood - Financial Advisor, Ameriprise Financial Services, LLC
Beyond Balanced Financial Planning
Neighborhood Credit Union
Amicus Financial Advisors, LLC
Financial Aurora
Brooks Financial Services
AIS Financial
Strategic Wealth Advisor Team, Ameriprise Financial Services, Inc.
John Wucinski, CPA, CFP, PC
TDECU Houston Westheimer
Global Wealth Advisors
Robare & Jones Wealth Management
Foundation Wealth Partners
Petra Benefits Financial Services
Community Resource Credit Union
Spectrum Financial Group
Edward Jones - Financial Advisor Hunter W Greene
AG Wealth Advisors - LPL Financial
Bluecrest Financial Alliances
Ascendus Financial Advisors
Merit Financial Advisors
Safe Path Financial
Robert McDonald - Private Wealth Advisor, Ameriprise Financial Services, LLC
Rockwall Wealth Advisors
Edelman Financial Engines
Neighborhood Loans, Inc
Michael Pascarella - Private Wealth Advisor, Ameriprise Financial Services, LLC
TIAA Financial Services
Michael Mickey Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Dennis Hobbs - RBC Wealth Management Financial Advisor
FCA Corp Wealth Management and Financial Planning
S. Harris Financial Group
Wealth Standard Financial
Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Creative Planning
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services, LLC
TDECU Lake Jackson
Tre Carruthers - Private Wealth Advisor, Ameriprise Financial Services, LLC
Steve Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC
Slayton Wealth Management
Encircle Wealth Advisors - Ameriprise Financial Services, LLC
TIAA Financial Services
Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Management, Inc.
Mutual of Omaha Mortgage
SWAN DFW Financial Solutions
WJ Interests Financial Advisors - Wealth Management
Edelman Financial Engines
Principal Financial Group
Beacon Pointe Advisors
Going Financial
Neighborhood Credit Union
R Jeff Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Lifestyle Management
Clarity Financial Group
Fulco Capital Management, LLC
Havard Lyons - Private Wealth Advisor, Ameriprise Financial Services, LLC
Larry Yelverton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Chamberlain Financial Services Neil Chamberlain, CPA
MomentUs Wealth Management - Ameriprise Financial Services, LLC
Strait Financial
TIAA Financial Services
Jaks Financial Justin Jaks
DANLEY & ASSOCIATES - Ameriprise Financial Services, LLC
Ray Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
TIAA Financial Services
Chris M. Garcia - Private Wealth Advisor, Ameriprise Financial Services, LLC
Bering Street Advisors - Ameriprise Financial Services, LLC
Reveal Wealth Strategies - Ameriprise Financial Services, LLC
Judy Galbraith - RBC Wealth Management Financial Advisor
Nashional Financial
BTX-Financial-Life-Insurance-Become-Your-Own-Bank
Clint Wammack - Private Wealth Advisor, Ameriprise Financial Services, LLC
Chuck Waugh - Private Wealth Advisor, Ameriprise Financial Services, LLC
Beck Capital Management LLC
Keller Wealth Advisors
Arthur W Spiller - Private Wealth Advisor, Ameriprise Financial Services, LLC
The Wehrly Group
David G Wilson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frank Judge - Private Wealth Advisor, Ameriprise Financial Services, LLC
Bruce Quick - Private Wealth Advisor, Ameriprise Financial Services, LLC
FirstBank Southwest - Wolflin Banking Center
Nora Castro - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Stillman, CFP, CLU LPL Financial
David Riggs - Private Wealth Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
TDECU Katy Cinco Ranch
Fidelity Investments
Audree Begay - Private Wealth Advisor, Ameriprise Financial Services, LLC
Neighborhood Credit Union
Fidelity Investments
Mary Pepkin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Montandon & Associates - Ameriprise Financial Services, LLC
Hodges Financial Services
McGowan Group Asset Management
Jeffrey L Bellinghausen - Private Wealth Advisor, Ameriprise Financial Services, LLC
Milan Smado - Private Wealth Advisor, Ameriprise Financial Services, LLC
Charla K McIntyre Fields - Private Wealth Advisor, Ameriprise Financial Services, LLC
Abiding Wealth Partners
Drew Powers - Private Wealth Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management
John Trusela - Private Wealth Advisor, Ameriprise Financial Services, LLC
ACT Wealth Management, LLC
TDECU Cypress Miramesa
Neighborhood Credit Union
Kuttin Wealth Management - Ameriprise Financial Services, LLC
Aaron Hunter - Associate Manager ACD, Ameriprise Financial Services, LLC
Goodman Financial Corporation
Archer Investment Management
Waugh, Lavender & Associates - Ameriprise Financial Services, LLC
Team Financial Strategies
Ware Financial
Sherwood Wealth Partners - Ameriprise Financial Services, LLC
Scott Tiras - Private Wealth Advisor, Ameriprise Financial Services, LLC
Linc Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC
TDECU Rosenberg
Homeowners Financial Group
Insight Wealth Strategies
Mortimore Wealth Strategies - Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Joseph Lee Silva - Private Wealth Advisor, Ameriprise Financial Services, LLC
Bell Credit & Financial Solutions
Level Four Financial
Neil Walters - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jessica Redman - Registered Practice Associate, Ameriprise Financial Services, LLC
Ivy League Retirement Planning
Genesis Wealth Management, LLC
Fidelity Investments
Bering Street Advisors - Ameriprise Financial Services, LLC
Skillrud & Associates - Ameriprise Financial Services, LLC
Bryce Danley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Bryan Vaughn - Private Wealth Advisor, Ameriprise Financial Services, LLC
Diesslin Group, Inc
Clearfork Wealth Management - Ameriprise Financial Services, LLC
Jennifer Ibarguen - Private Wealth Advisor, Ameriprise Financial Services, LLC
J.K. Financial, Inc.
AspenRidge Wealth Advisors - Ameriprise Financial Services, LLC
Community Resource Credit Union
Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC
Austin Wealth Management
Eugene Weinstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
TDECU Victoria Rio Grande
TDECU Brazoria
CLA (CliftonLarsonAllen)
Merrill Lynch Wealth Management
Plains Wealth Management
Vantage Wealth Management
United Heritage Credit Union
Creative Planning
Baird Private Wealth Management
Merrill Lynch Wealth Management
Income Portfolio Strategies, LLC
Wealth Development Strategies, LLC
Michael R Stevens
Merrill Lynch Wealth Management
Benzer Capital
Merrill Lynch Wealth Management
Bison Wealth Strategies
American National Bank of Texas
HG THOMAS WEALTH MANAGEMENT, LLC
River City Federal Credit Union
CLA (CliftonLarsonAllen)
Cresta Advisors
Merrill Lynch Wealth Management
Efinity Mortgage
Neighborhood Credit Union
NDBT - North Dallas Bank & Trust Co
TDECU Woodlands Research Forest
Baird Private Wealth Management
Edward Jones
Sabine FCU
Merrill Lynch Wealth Management
TDECU Pearland
Merrill Lynch Wealth Management
Fidelity Investments
CLA (CliftonLarsonAllen)
Neighborhood Credit Union
Cary Laudadio GoalFusion Wealth Management
Merrill Lynch Wealth Management
Providence Wealth Management, LLC
Merrill Lynch Wealth Management
Border Federal Credit Union
Fisher Investments
Mutual of Omaha Mortgage
Mutual of Omaha Mortgage
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
A Federal Credit Union
Joyce Wealth Management
Wellington State Bank
Merrill Lynch Wealth Management
Neighborhood Credit Union
Merrill Lynch Wealth Management
BMY Wealth Management Group
Priority Insurance
STXCA The Credit Score Experts
NDBT - North Dallas Bank & Trust Co.
BMO Bank N.A Branches
Neighborhood Credit Union
Baird Private Wealth Management
Merrill Lynch Wealth Management
Synchrony Wealth Management
Baird Private Wealth Management
Merrill Lynch Wealth Management
NDBT - North Dallas Bank & Trust Co.
Raymond James - Sage Investment Advice
Duhon Wealth Management
Edward Jones
Brockman & Associates
Credit Repair USA
Goodwater Wealth Management Group of Raymond James
Morgan Stanley
River City Federal Credit Union
Tuggle & Russell, LLC
Rethink Wealth
United Heritage Credit Union
Avidian Wealth Solutions
Stegent Equity Advisors, Inc.
North Star Wealth Management Inc.
CORDA Investment Management, LLC
Credit Rx America Credit Repair
Fidelity Investments
Ruby Shoals RN , CLTC
Concho Investment Advisors
Stansberry Asset Management (SAM)
TDECU Texas City
On The Geaux
ComposedPro
United Heritage Credit Union
SWBC Investment Services
TDECU Garland
Hightower Texas
Community Resource Credit Union
Joseph Reyes Consulting LLC
MassMutual Texas Gulf Coast
William Madison Advisors
Fidelity Investments
United Heritage Credit Union
A Federal Credit Union
Amit Gandhi, MBA - Mortgage Broker
A Federal Credit Union
Beacon Pointe Advisors
Cecil & Eady Investments
TDECU Missouri City
Fidelity Investments
Tommy N Thomas and Associates
Credit Rx America
My Federal Retirement Help Tom Hofferber
Community Bank & Trust - Wealth Management & Trust
Rethink Wealth
Advance Capital Management, Inc.
TDECU Victoria Mockingbird
Community Resource Credit Union
First National Bank of Bastrop
CORDA Investment Management, LLC
TDECU Fort Worth
TDECU Pasadena Center
Texas Consumer Credit Services
A Federal Credit Union
WFA - Plan. Invest. Inspire.
International Research Securities
Credit Rx America
Neighborhood Credit Union
AssetBuilder
TDECU Baytown
Plains Wealth Management
Southwest Business Consultants
Linscomb Wealth
ColemanJohns Group, Part of Hilltop Securities
The DRL Group
TDECU Hallettsville
Retirement Planning & Wealth Management
Indyfin
The Dunlap Group
American National Bank of Texas
Fidelity Investments
Raymond James - Andrew Koenig & Kenneth Wolber - FinancialInvestmentRetirement Advisor
Davidson Capital Management Inc.
TDECU Sugar Land
Wave Wealth Management
EP Wealth Advisors
TDECU Yoakum
First Horizon Bank
Jacob Egly First Horizon Mortgage
Bessemer Trust Private Wealth Management Dallas TX
Bulls Eye Guarantee
Guaranty Bank & Trust
Commando Credit Repair
MassMutual Dallas-Fort Worth Fort Worth Office
American National Bank of Texas
ANBTX Wealth Management
Capital Strategies
American National Bank of Texas
Cheryl Lamb First Horizon Mortgage
Proper Wealth of Apollon
Ines Hermoso First Horizon Mortgage
Camp Tax & Wealth Partners, LLC
Ryan Elkins CFP , Wealth Advisor Owner at Avior Wealth Management, LLC
TDECU Port Lavaca
Gilliland Investment Management, Inc
Pioneer Wealth Management Group
Fidelity Investments
American National Bank of Texas
TDECU Houston Greenway
Capital Strategies
The Offices Of BriTri
American National Bank of Texas
TDECU Houston Heights
Griffin Asset Management
Fidelity Investments
First Horizon Bank
iscential Insurance Mike Moore Agency
Lynn Lane - First Horizon Mortgage
First Horizon Bank
Innovative Estate Management, LLC
American National Bank of Texas
American National Bank of Texas
Bannerman Wealth
Pilar Johnson
TDECU Edna
Craig Jarrell First Horizon Mortgage
Tony Kruse First Horizon Mortgage
Hal Golden First Horizon Mortgage
ANG Credit Solutions
American National Bank of Texas
Hutton Wealth Management
Marcus Hull - First Horizon Mortgage
Fidelity Investments
Fidelity Investments
Paul Sarver First Horizon Mortgage
Davis & Associates CPA Firm
Emory Guest
Fidelity Investments
Teresa Kashner First Horizon Mortgage
American National Bank of Texas
TDECU Angleton
High & Associates Inc
First Horizon Bank
iscential Insurance Mark Farris Agency
TDECU Freeport
First Horizon Bank
United Heritage Credit Union
The Mather Group
TDECU Cuero
American National Bank of Texas
Alana Mears - First Horizon Mortgage
United Heritage Credit Union
TDECU Pasadena Preston
Gabe Tag - Mortgage Loan Strategist
American National Bank of Texas
American National Bank of Texas
American National Bank of Texas
TDECU Victoria North Navarro
Fidelity Investments
TDECU University of Houston
Cheatham Tax Services
JD Hager First Horizon Mortgage
Bruce Katz First Horizon Mortgage
Credit Repair Team USA Fort Worth
Mike Dickstein First Horizon Mortgage
TDECU Spring Gosling
American National Bank of Texas
American National Bank of Texas
American National Bank of Texas
American National Bank of Texas
American National Bank of Texas
Town Square Mortgage - Galleria
American National Bank of Texas
A Federal Credit Union
Fidelity Investments
American National Bank of Texas
Blonkvist Investment Group
Fidelity Investments
American National Bank of Texas
TDECU Bay City
American National Bank of Texas
