61
experienced wholesalers throughout the country
901
established partnerships with broker-dealers and banks
73,000
financial professionals served within financial institutions
$135B
of annuity sales driven by our leadership
I want to explore
Wade Pfau and Wade Dokken have convincingly made the case in recent years that there is nothing sacred about 4.5%.
– William Bengen, “Is 4.5% Still Safe?” Financial Advisor Magazine
Your WealthVest Team
WHOLESALERS
We offer innovative coaching and sales strategy to help bolster your business and make your next client meeting a success.
OPERATIONS
Our operations department offers best in class support for your clients.
MARKETING
Our commitments to research, consumer marketing campaigns, digital tools and content helps you to focus on educating your clients and strengthening your relationships.
LEADERSHIP
Our executive team has a long history of success in the financial services industry.
PRACTICE MANAGEMENT
WealthVest partners with financial professionals across the country to help them grow their practice with: creative branding, advertising support, referral training, seminar support, and social media.
The most important role we play in financial services distribution is providing the training and tools to make your financial professionals extraordinary.
– Wade Dokken and Lincoln Collins
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