Join Us!

Have you considered going independent? In doing so there are many issues to sort out. Marion Investment Advisors, LLC has done the work for you. We provide the resources Investment and Insurance advisors need to go independent. Let us become your “tuck-in”.

Most advisors face these obstacles.

Not enough assets under management to bridge the gap to full independence.
Connecting with big name platforms to custody and manage client assets.
Access to insurance carriers, such as life, health and variable annuities.
How to deal with added costs:
- Office space
- Administration
- Compliance
- Software platforms
- Continue Education
- Branding and website presence

We have put together a program to get you where you want to be, the ‘tuck-in’ advisor model.

Through Marion Investment Advisors, LLC you receive: Local support, office space, Registered Representative and RIA services, Insurance products, Website visibility, and over 15 years of experience in the Independent Advisor sector.

Through a reputable Broker-Dealer you receive: Compliance, multiple trading platforms, tax reporting for clients, and centralized commission processing.

What you do not get are: ra-ra meetings, micro-management, sales quotas, and limited product access.

Reach out to us to see if the ‘tuck-in’ model is right for you.