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Account Access

Pershing Accounts - please call to setup 970-223-0907  

TD Ameritrade

Lindner Capital Advisors

Create A Financial Plan  



Mutual Funds        Life and Health Insurance



American Funds

Blackrock Funds  Anthem - 2014    
Fidelity Funds  Assurant Individual Medical
First Trust Portfolios  Assurant Short Term Medical
IShares  Cigna
Ivy Funds  Delta Dental
Janus  HCC Medical Insurance Services International Plans
John Hancock

 HCC Life Short Term Medical (STM)

MFS Funds  
Oppenheimer Funds  HumanaOne Insurance Application
PIMCO Funds  International Travel Insurance(IMG)
Powershares  Jackson National Life
Permanent Portfolio  Ohio National Insurance Policy Access
Royce Funds  Principal Financial Group