The Power of Lion Street
WEALTH MANAGEMENT
As insurance and wealth management become increasingly interdependent, Lion Street’s Broker-Dealer, Lion Street Financial, and RIA, Lion Street Advisors, are a part of our integrated platform — a competitive advantage to our network.
Our structure creates alignment for our network and their clients by providing seamless access to product expertise, ideas, new markets, and a more comprehensive approach to regulations impacting the financial services industry. Our full-service Broker-Dealer and RIA are centered around:
Award-winning platform
We have been named Broker-Dealer of the Year three times and are rated in the top 40 by Financial Advisor Magazine*.
Full array of products
Variable Insurance, Advisory Services, Corporate and Business Solutions, Annuities, Qualified Plans, and Investment Products
Open architecture
Our platform allows advisors and professionals to determine how to best manage their clients.
Business partner
We understand and partner with our advisors and professionals so they can better serve their clients best interests.
Strategic National Partnerships
Lion Street is owned by our firms and financial professionals, which helps align the best interests of our network and its clients.
Experienced Team
-
John Burmeister
President & CEO, Lion Street Financial, LLC
Carie Heckler
Chief Compliance Officer
Kari Ratajczak
Chief Accounting Officer
Kyle Wardlaw
SVP, Distribution
By having wealth management adjacent to fixed insurance, Lion Street’s network has greater choice and improved, coordinated compliance. Our comprehensive wealth platform positions Lion Street to attract sophisticated financial professionals.
* Conducted by Financial Advisor Magazine and based on gross revenue. In 2020, Lion Street Financial ranked 40. Firms must complete and submit a survey to be included in the published rating. the survey is open to any broker-dealer that provides financial services to U.S. clients.