Who We Serve

Third Quarter Advisers serves the leader looking to grow to the next level as they serve their constituents. 

 

Firms who have utilized our programs include:

AIG Advisor Group

Ameriprise

Cambridge

Claymore Securities

Deutsche Asset & Wealth Management

Dividend Capital

ExpertPlan, Inc.

Financial Planning Association (FPA)

First Global

Guggenheim Investments

Investment Management Consultants Association (IMCA)

LPL

Luck E Strike Lure Company

Merrill Lynch

Midland National Life Insurance Company/ Sammons Securities

Morgan Stanley Smith Barney

NorthStar Realty Securities

RBC

RiverSource Life Insurance Company

Schwab

Stifel Nicolaus

TD Ameritrade

UBS

Wells Fargo

WisdomTree Asset Management

Ziegler Wealth Management