800-493-6226 [email protected]

Top Row (from left to right): Craig Scherzer (PCIA), Conor Kelly (ETF), Alec Giesting (PCIA), Jon Greene (Glass Lakes). Bottom Row (from left to right): Tim Hakes (PCIA), Nathan Geraci (ETF), Joel Hamilton (Glass Lakes).

What is the Advisor Network?
In knowing that not everyone feels secure in their financial investments, Glass Lakes Capital Management, Prime Capital Investment Advisors and The ETF Store are partnering to achieve the one simple goal our companies share: focusing on helping individuals achieve their financial goals. It is our intention to provide stability and success in your wealth management plan, and find a process that works for you. As a network of fiduciary advisors, we have each founded unique practices with similar client-centric models. This gives each consumer the opportunity to choose a path through one of our networks.

How does it work?
The Advisor Network allows companies to meet and learn from our team of experienced fiduciary advisors who can provide comprehensive financial planning. We strive to help people succeed through our expertise in personalized, goal-focused investing. Our partnership allows you to stay on track to reach these financial goals.

How can financial wellness programs like this help employers?
A successful financial wellness program can help employers reduce financial stress in the workplace, allowing employees to focus on the work at hand, improve job satisfaction and increase productivity – important attributes in any progressive company. It is also proven that reducing financial stress can have positive effects on physical health, leading to lower medical costs.*

A solid financial plan helps employees be in control of their personal finances. This can complement your company’s retirement plan so employees can retire when they want to, not when they have to, and your company can enjoy cost savings benefits.

Why this program now?
Through a range of market-changing economic, political and world events, it’s become challenging to feel financially secure in any person’s investments. We believe that everyone should have the opportunity to learn more about wealth management and find a process that works for them. Today, there are too many people who do not have a financial advisor, access to an advisor, or adequate financial planning. Our network of advisors can help make this process easier and allow employers to offer a financial wellness program like none other.

What will happen when people sign up or show interest?
All three companies promise to take the time to meet with everyone who comes through our doors and build a customized portfolio to fit their specific needs. Our detail-oriented, relationship-focused teams are here to guide you on your road to successful financial management.

How do my employees get started?
The first step should be to visit www.youradvisornetwork.com. On the site, they will learn about the services provided by each of the three companies and their team of professionals. From there, individuals can choose a company and schedule an appointment for an initial no-cost consultation.

How will the Advisor Network make money if the service is free?
We’re confident that people who sign up for our network will see the value-added services provided by a network of fiduciary advisors and they will want to invest with our firms. The companies are fee-based advisors and will charge normal fees for investing services.

Opinions expressed herein are solely those of Glass Lakes Capital Management LLC unless otherwise specifically cited. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors, (“QPA”). The ETF Store, Inc. (ETFS) is a fee-based investment adviser registered with The U.S. Securities and Exchange Commission. ETFS: 7300 W. 110th Street, Suite 870, Overland Park, KS 66210. Material presented is believed to be from reliable sources and no representations are made by Glass Lakes, PCIA or ETFS as to another parties’ informational accuracy or completeness. Glass Lakes, PCIA and ETFS are not affiliated.

* https://www.cambridge-credit.org/financial-stress-and-your-health.html

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