PROVIDING AN INVESTMENT OPTION AVAILABLE

Brand Owner (click to sort) Address Description
"DON'T YOU WORK (HARD) FOR YOUR MONEY. LET YOUR MONEY WORK FOR YOU." Stanley Kaplan 500 Skokie Blvd., Suite 350
Northbrook IL 60062
Annuity services, account and investment administration; ...
"THE SENIOR MARKET SPECIALISTS" First Financial Insurance Group, Inc. 1120 Monroe Street
Carleton MI 48117
Brokerage in the field of Insurance; ...
'PERSONAL ECONOMY' Global View Capital Holdings N14 W23833 Stone Ridge Dr., Suite 350
Waukesha WI 53188
Financial advice and consultancy services ; ...
88 CAPITAL 88 Capital LLC 145 West 58th Street, Fifth Floor
New York NY 10019
Advice relating to investments; Advisory services ...
AATRIA SCOTT SHERWOOD BOX 788
686 PALM AVENUE
GOODLAND FL 34140
Electronic financial trading services; Financial advice ...
ACCELERATED WEALTH Accelerated Wealth LLC 13570 Meadowgrass Drive, Suite 100
Colorado Springs CO 80921
Advice relating to investments; Annuity services, ...
ACCELERATED WEALTH Accelerated Wealth LLC 13570 Meadowgrass Drive
Suite 100
Colorado Springs CO 80921
Advice relating to investments; Annuity services, ...
ACCELERATED WEALTH Accelerated Wealth, LLC 13570 Meadowgrass Drive, Ste. 100
Colorado Springs CO 80921
Advice relating to investments; Annuity services, ...
ACG DeMaria, Stephen C. 199 Water Street, 23rd Floor
New York NY 10038
Brokerage in the field of health, ...
AIRBAG Airbag Financial, LLC 1875 Century Park East 7th flr.
Century City CA 90067
Financial planning for retirement; Financial services, ...
AIRBAG ANNUITY Airbag Financial, LLC 1875 Century Park East, 7th flr
Century City CA 90067
Financial planning for retirement; Financial services, ...
AIRBAG FINANCIAL Airbag Financial, LLC 1875 Century Park East 7th flr
Century City CA 90067
Financial planning for retirement; Financial services, ...
AIRBAG INSURANCE Airbag Financial, LLC 1875 Century Park East, 7th flr
Century City CA 90067
Financial planning for retirement; Financial services, ...
AIRBAG SAVINGS Airbag Financial, LLC 1875 Century Park East, 7th flr
Century City CA 90067
Financial planning for retirement; Financial services, ...
AMPLIFY Amplify Federal Credit Union P.O. Box 85300
Austin TX 78708
Financial services, providing an investment option ...
ANNUITIES AT THEIR BEST SAMMONS FINANCIAL GROUP, INC. 4350 WESTOWN PARKWAY
WEST DES MOINES IA 50266
Investment management, issuance, distribution and administration ...
ANNUITY ALERT Annuityalert.com LLC 9604 Coldwater Road, Suite 103
Fort Wayne IN 46825
Annuity services, account and investment administration; ...
ANNUITY RECOVERY Tower Research Capital LLC 377 Broadway, 11th Floor
New York NY 10013
Annuity underwriting; Financial services in the ...
ANNUITY TWISTER Darruda, Pete 124 Poppleford Place
Cary NC 27518
Financial planning and investment advisory services; ...
ANTI-ANNUITY Wasserman, Phillip 6800 Professional Parkway West
Sarasota FL 34240
Annuity services, account and investment administration; ...
ASSURED LEGACY Quick, Robert M. 8690 Aero Dr 115-74
San Diego CA 92123
Brokerage in the field of Life ...
ATHENE ATHENE ANNUITY & LIFE ASSURANCE COMPANY 2000 Wade Hampton Blvd.
Greenville SC 29615
Annuity underwriting and sales, financial services, ...
ATHENE MAXRATE ATHENE ANNUITY & LIFE ASSURANCE COMPANY 2000 Wade Hampton Blvd.
Greenville SC 29615
Annuity underwriting; financial services, providing an ...
ATHENE MAXRETIRE ATHENE ANNUITY & LIFE ASSURANCE COMPANY 2000 Wade Hampton Blvd.
Greenville SC 29615
Annuity underwriting; financial services, providing an ...
B SANDY SPRING WEALTH MANAGEMENT SANDY SPRING BANK 17801 GEORGIA AVENUE
OLNEY MD 20832
Advice relating to investments; Annuity services, ...
BEACON FINANCIAL GROUP Beacon Financial Group Inc. 101 Town Center Drive
Warren NJ 07059
Registered investment advisory services; Financial consultancy, ...
BELPOINTE Lacoff, Brandon 881 Lake Avenue
Greenwich CT 06831
Administration of employee benefit plans concerning ...
BENEFIT ANNUITY INSURANCE SOLUTIONS "YOUR COMPETITIVE EDGE IN ANNUITY EDUCATION, RATES, AND SELECTION" Benefit Annuity Insurance Solutions Suite 600
1300 Clay Street
Oakland CA 94612
Financial services, providing an investment option ...
BENELOCK Ziegler, John Ste 600
4150 International Plaza
Fort Worth TX 76109
Administration of employee benefit plans concerning ...
BEYOND THE IRREVERSIBLE, REVERSIBLE, INC. Johnson, Heather M 655 North Central Ave. Rm 1728
Glendale CA 91203
(Based on Use in Commerce) Assuming ...
BLACK OAK ASSET MANAGEMENT Black Oak Asset Management Inc. 213 South Erwin Street
Cartersville GA 30120
Administration of business payroll for others; ...
BLUESTAR FINANCIAL PARTNERS Bluestar Financial Partners, LLC Suite 300
100 Gateway Drive
Bethlehem PA 18017
Advice relating to investments; Advisory services ...
BLUESTAR FINANCIAL PARTNERS EMPOWERED FUTURES Bluestar Financial Partners, LLC Suite 300
100 Gateway Drive
Bethlehem PA 18017
Advice relating to investments; Advisory services ...
BOXER INSURANCE SERVICES Bokser, Michael J
12725 Ventura Blvd.
Studio City CA 91604
Issuance and administration of annuities; Mutual ...
BRINGING FINANCIAL DREAMS TO LIFE The Wellington Group LLC Suite 400
9000 Keystone Crossing
Indianapolis IN 46240
Financial advice and consultancy services; Financial ...
CAMBRIDGE FINANCIAL SERVICES Cambridge Financial Services, LLC 2450 S. Gilbert Road, Suite 100
Chandler AZ 85286
Advisory services in the field of ...
CAPMAX GENWORTH HOLDINGS, INC. 6620 WEST BROAD STREET
RICHMOND VA 23230
Financial services, providing an investment option ...
CAPSTONE Ingram, Houston Douglas Suite 608
2200 Riverchase Center
Birmingham AL 35244
Administration of employee benefit plans concerning ...
CAPTURING THE FUTURE VanderPol Investments suite 133
2618 East Paris Avenue
Grand Rapids MI 49546
Advice relating to investments; Financial ...
CARITUS CARITUS, LLC Suite 100
200 W Douglas
Wichita KS 67202
Charitable foundation services, providing fundraising activities, ...
CICC China International Capital CorporationLimited No. 1 Jian Guo Men Wai Avenue
CN
Beijing 100004
China
Accident insurance underwriting, Actuarial services, Insurance ...
CISA COMMERCIAL PROPERTIES Comercial Importadora Gonzalez Camarena No.400
MX
C.P.01210 México, D.F.
Mexico
FINANCIAL SERVICES, LIFE INSURANCE SETTLEMENT SERVICES, ...
CLEAR DIRECTION. CLEAR FUTURE Lumin Financial, LLC 2000 Town Center, Ste. 1825
Southfield MI 48075
Financial advice and consultancy services; Financial ...
CLEARTRUST Blake Fellows 199 Liberty St, SW
Leesburg VA 20175
Consulting and information concerning insurance; Financial ...
COMPOSER Retirement Solutions, LLC #109-211
15466 Los Gatos Blvd.
Los Gatos CA 95032
Financial services, providing an investment option ...
CONSOLIDATED FINANCIAL C O R P O R A T I O N BETTER CHOICES. BETTER PLANNING. BETTER FUTURE. Consolidated Financial Corporation 28411 Northwestern Highway, Ste. 950
Southfield MI 48034
Annuity services, account and investment administration ...
CRASH-PROOF RETIREMENT Senior Safety Net, LLC 3477 Corporate Parkway Ste. 100
Center Valley PA 18034
Financial administration of retirement plans; Financial ...
CREATING INCOME IN RETIREMENT Schiff, Matthew E 712 Broadmoor Dr.
Blue Bell PA 19422
Administration of employee benefit plans concerning ...
CREATIVE SOLUTIONS... INFINITE POSSIBILITIES Infinity Consultants, Inc. 40 Twenty Fourth Street
Pittsburgh PA 15222
Annuity services, account and investment administration ...
CURIOSITY CAPITAL Krings-Ernst, Dennis Goltsteinstr 106
DE
50968 Cologne
Germany
Advice relating to investments; Advising others ...
CUSTOMERS' YACHTS Mott, Antony R 20th floor
45 Rockefeller Plaza, 630 Fifth Avenue
New York NY 10111
Advice relating to investments; Advising others ...
DIVERSIFICATION WEIGHTED Gravity Investments LLC Suite 450
475 17th Street
Denver CO 80202
Advice relating to investments; Capital investment ...
DO WELL. DO GOOD. Aspiration Partners Suite 415
9200 Sunset Blvd.
West Hollywood DE 90069
Electronic financial service for the purchase ...
E E-TELEQUOTE INSURANCE E-TELEQUOTE INSURANCE, INC. 14450 46TH STREET NORTH, SUITE 105
CLEARWATER FL 33762
Accident insurance underwriting; Administration of employee ...
ECONNETWORK The Economic Enrichment Expedition, LP 11520 Sethwarner Drive
Glen Allen VA 23059
Assuming financial risk of others by ...
EFINANCIAL INTRODUCTION TOOL (EFIT) The Western and Southern Life InsuranceCompany, dba Western-Southern Life 400 Broadway, MS32
Cincinnati OH 45202
Financial services, providing an investment option ...
EMERITRUST Dickey Advisors LLC Suite 600
4150 International Plaza
Fort Worth TX 76109
Advice relating to investments; Advisory services ...
ESTATE SNAPSHOT INVESTMENT FINANCIAL SERVICES, INC. 6710 PROFESSIONAL PARKWAY WEST #203
SARASOTA FL 34240
Financial advice and consultancy services; Financial ...
ETELEQUOTE E-TELEQUOTE INSURANCE, INC. 14450 46TH STREET NORTH, SUITE 105
CLEARWATER FL 33762
Accident insurance underwriting; Administration of employee ...
EVERYONE SHOULD HAVE INSURANCE THIS GOOD Metropolitan Life Insurance Company 1095 Avenue of the Americas
New York NY 10036
Insurance underwriting services for all types ...
EVERYONE SHOULD HAVE LIFE INSURANCE THISGOOD Metropolitan Life Insurance Company 1095 Avenue of the Americas
New York NY 10036
Financial services, providing an investment option ...
EXOS PARTNERS Exos Partners, LLC 560 Mission Street, Suite 2800
San Francisco CA 94105
Advice relating to investments; Advisory services ...
FAMILY LEGACY PLANNING, INC. Family Legacy Planning 1400 SW Susana St. Suite 12
Bentonville AR 72712
Estate planning; Financial services, providing an ...
FAMILY LEGACY PLANNING, INC. PLAN YOUR LEGACY TODAY Family Legacy Planning 1400 SW Susana St. Suite 12
Bentonville AR 72712
Estate planning; Financial services, providing an ...
FAMILY OFFICE IN-A-BOX Document Concepts Inc 1653 Federal Ave E
Seattle WA 98102
Financial services, a total portfolio offering ...
FAMILY WEALTH MANAGEMENT Bolton Capital Management, Inc. 11555 Pine Tree Place
Strongsville OH 44136
Financial asset management; Financial services in ...
FEDERAL PREP AMERICA'S TAX AND FINANCIAL SPECIALISTS Federal Prep Inc. Suite 23
1650 Sycamore Ave.
Bohemia NY 11716
Brokerage in the field of Life ...
FERRIS CAPITAL Ferris Capital, LLC 38 Seconsett Point Road
Mashpee MA 02649
Advice relating to investments; Brokerage services ...
FINANCIAL CHEF Financial Chef LLC 119 Madeira Ave
Coral Gables FL 33134
Electronic financial service for the purchase ...
FINANCIAL CHEF FINANCIAL CHEF The Affluent Investor Source, Inc 17019 Two Mile Rd.
Franksville WI 53126
Credit and financial consultation; Financial advice; ...
FINANCIAL QUARTERBACK INVESTMENT FINANCIAL SERVICES, INC. 6710 PROFESSIONAL PARKWAY WEST #203
SARASOTA FL 34240
Financial advice and consultancy services; Financial ...
FINANCIAL STRATEGIES & DESIGNS Matecjek, Michael J. Suite 201
1610 Church Road
Allentown PA 18103
financial services, providing an investment option ...
FINANCIAL TRAJECTORY ANALYSIS James W. Knox 6 Vauxhall Court
Melville NY 11747
Advisory services in the field of ...
FISHER FINANCIAL SERVICES Fisher, Scott B. 4105 Central Avenue Pike
Knoxville TN 37912
Financial administration of retirement plans; Financial ...
FLEX BUSINESS CHECKING SANDY SPRING BANK 17801 Georgia Avenue
Olney MD 20832
Advice relating to investments; ATM banking ...
FLIGHTSURANCE Flightsurance GmbH Flughafenstr. 6f
DE
60528 Frankfurt am Main
Germany
Accident insurance underwriting; Administration of employee ...
FLINT HILLS FINANCIAL Flint Hills Financial LLC 1635 N Waterfront Pkwy Suite 150
Wichita KS 67206
Consulting services in the field of ...
FOCAL POINT Pathway Health Services, Inc. 2025 4th Street
White Bear Lake MN 55110
Financial services, investment and retirement planning, ...
FORGING FINANCIAL FREEDOM Valley Forge Financial Group, Inc. JVilbert@vffg.com
1030 Old Valley Forge Road
King of Prussia PA 19406
Conducting financial feasibility studies; Credit ...
FREEDOM BUSINESS FREEDOM PORTFOLIO SERVICES 11615 Angus Rd.
Suite 104-K
Austin TX 78759
Advice relating to investments; Advising others ...
FREEDOM RESEARCH AND INVESTMENT FREEDOM BUSINESS 11615 Angus Rd. Suite 104-K
Austin TX 78759
Agencies or brokerage for trading of ...
FROM HERE. FOR HERE. SANDY SPRING BANK 17801 GEORGIA AVENUE
OLNEY MD 20832
Advice relating to investments; ATM banking ...
FROM THIS TO THIS Samango, Alfred J. P.O. Box 700
Haleiwa HI 967120700
Commercial and residential real estate agency ...
G L A S S J A C O B S O N GJ A CPA WEALTH MANAGEMENT FIRM Glass Jacobson, P.A. 10711 Red Run Boulevard
Suite 101
Owings Mills MD 21117
Financial services, coordination, within a single ...
GLASS JACOBSON Glass Jacobson, P.A. Suite 101
10711 Red Run Boulevard
Owings Mills MD 21117
Financial services, coordination, within a single ...
GLOBAL VIEW CAPITAL Global View Capital Holdings N14 W23833 Stone Ridge Dr., Suite 350
Waukesha WI 53188
Financial advice and consultancy services; Financial ...
GLOBINDEX Manchanda Sushil Kumar 260 Elkton Rd Apt C 10
Newark DE 19711
Advice relating to investments; Capital investment ...
GREEN RETIREMENT GREEN RETIREMENT PLANS, INC. 8080 CAPWELL DRIVE
SUITE 202
OAKLAND CA 94621
Advice relating to investments; Advisory services ...
GROWING YOUR BUSINESS. TOGETHER. CMFG Life Insurance Company 5910 Mineral Point Road
Madison WI 53705
financial and insurance advisory and consulting ...
HADRON'S MAX-COLI Hadron Partners, LLC 27 Laurel Oaks Circle
Tequesta FL 33469
Insurance brokerage services; Insurance carrier services; ...
HBKS HBK Sorce Financial LLC 5121 Zuck Rd
Erie PA 16506
Financial and investment services, management ...
HBKS HBK Sorce Financial LLC 5121 Zuck Rd
Erie PA 16506
Financial and investment services, management ...
HOW TO BECOME YOUR OWN BANK Yellen, Windsor P.O. Box 2645
Elizabeth CO 80107
Financial consultancy and insurance consultancy; Financial ...
HYBRID ANNUITY Steven J Stern 13825 N Northsight Blvd. Suite 101
Scottsdale AZ 85260
Annuity services, account and investment administration; ...
HYBRID ANNUITY Sutherlin, Norman G. 19235 Oriente Drive
19235 Oriente Drive
Yorba Linda CA 92886
Annuity services, account and investment administration; ...
IMMEDIATE LEGACY Robert M. Quick 8690 Aero Dr. 115-74
San Diego CA 92123
Brokerage in the field of life ...
IN-FORCE ANNUITIES Hamlin, Thomas B. 4600 S.W. Kelly Avenue
Portland OR 97239
Annuity services, account and investment administration; ...
INFINITY CONSULTANTS INC. Infinity Consultants, Inc. 40 Twenty Fourth Street 4th Floor
Pittsburgh PA 15222
Annuity services, account and investment administration ...
INSURANCE LIVE Jordan, Christopher, L 3140 Andora Trail SW
Marietta GA 30064
Brokerage in the field of Property ...
INSURING TOMORROW TODAY ATHENE ANNUITY & LIFE ASSURANCE COMPANY 2000 Wade Hampton Blvd.
Greenville SC 29615
Annuity underwriting and sales, financial services, ...
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.