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Select Financial Advisors

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The following financial advisors and investment firms have selling agreements for NextGen 529 Select. NextGen 529 does not promote or endorse any specific firm.

  • Advisor Resource Council
  • Allegiance Capital, L.L.C.
  • Allstate Financial Services, LLC
  • American Portfolios Financial Services, Inc.
  • Ameritas Investment Company, LLC.
  • Applied Wealth Management
  • Avantax
  • Berthel, Fisher & Company Financial Services, Inc.
  • Bolton Global Capital
  • Cadaret, Grant & Co., Inc
  • Cambridge Investment Research, Inc.
  • Capitol Securities Management, Inc.
  • Cedarbrook Financial Partners, LLC
  • Cetera Advisor Networks LLC
  • Cetera Advisors LLC
  • Cetera Financial Specialists LLC
  • Cetera Investment Services, LLC
  • Commonwealth Financial Network
  • Concourse Financial Group Securities, Inc.
  • CUNA Brokerage Services, Inc.
  • Cuso Financial Services, L.P.
  • D.A. Davidson & Co.
  • Daymark Wealth Partners, LLC
  • EF Legacy Securities, LLC
  • Equity Services, Inc.
  • Executive Wealth Management, LLC
  • Fieldpoint Private Securities, LLC
  • Folger Nolan Fleming Douglas Incorporated
  • Fortune Financial Services, Inc.
  • Grove Point Investments, LLC
  • GWN Securities Inc.
  • Hightower Securities, LLC
  • Hilltop Securities, Inc.
  • IFP Securities, LLC
  • Infinex Investments, Inc.
  • Integrated Wealth Concepts
  • Investment Planners, Inc.
  • J. Alden Associates, Inc.
  • Janney Montgomery Scott LLC
  • Jessup Wealth Management
  • Journey Strategic Wealth
  • Kestra Investment Services, LLC
  • Key Investment Services LLC
  • Kovack Securities Inc.
  • LaSalle St. Securities, L.L.C.
  • LifeMark Securities Corp.
  • Lincoln Investment Planning, Inc.
  • LPL Financial LLC
  • Maine Securities Corp.
  • MML Investors Services, LLC
  • Money Concepts Capital Corp.
  • MWA Financial Services Inc.
  • Next Financial Group, Inc.
  • Oppenheimer & Co. Inc.
  • Park Avenue Securities LLC
  • Parkland Securities, LLC
  • Parkmount Financial Partners, LLC
  • Pinnacle Investments LLC
  • Principal Securities
  • Private Client Services, LLC
  • Purshe Kaplan Sterling Investments
  • RBC Capital Markets, LLC
  • Royal Alliance Associates, Inc.
  • SagePoint Financial, Inc.
  • SCF Securities, Inc.
  • Securian Financial Services, Inc.
  • Securities America, Inc.
  • Sigma Financial Corporation
  • Smith, Moore & Co.
  • Sorrento Pacific Financial, LLC
  • Southern Capital Advisors, LLC
  • Stifel, Nicolaus & Company, Incorporated
  • Stratos Wealth Advisors, LLC
  • Triad Advisors, Inc.
  • United Advisor Group, LLC
  • United Planners’ Financial Services of America A Limited Partner
  • USA Financial Securities Corporation
  • VALIC Financial Advisors, Inc.
  • ValMark Securities, Inc.
  • Wells Fargo Advisors Financial Network
  • Western International Securities, Inc.
  • Woodbury Financial Services, Inc.

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