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CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
The foundation of American National Bank was built on the same values and ideals that forged this great country – hard work, ingenuity, public service and forward-thinking leadership. With a history dating back to 1856, American National Bank has focused on supporting communities and enhancing the lives of its customers. It operates 32 full-service offices throughout Nebraska and Iowa, is the second largest privately held local bank in the Omaha/Council Bluffs market and offers strength and security with more than $3 billion in assets. Locally owned and managed, American National Bank takes great pride in its long and successful history of growing businesses and helping families realize the American dream. It’s the way we do business. It’s the American Way.
Herring Bank is a Amarillo, TX-based company in the Financial Services sector.
Muinmos advanced client onboarding solutions empower Financial Institutions to achieve smooth customer experience, enhance organisational efficiency and ensure regulatory compliance. Muinmos is a firm believer that compliance can be a catalyst for growth. Its proprietary regulatory engine enables clients to easily acquire new markets, efficiently manage compliance requirements and quickly adapt to regulatory changes. Through integration into numerous data-sources, a market-unique AI-powered rule engine and groundbreaking holistic architecture, Muinmos ready-to-use SaaS solution helps firms transform their end-to-end KYC/KYB/AML onboarding and client lifecycle management, and achieve true STP. ISO 27001 certified, GDPR compliant and designed to meet a vast array of regulatory requirements (KYC / KYB / AML / CFT / MiFID / MiCA and similar), Muinmos is trusted by financial institutions worldwide to streamline their onboarding processes, from digital identity verification and screening, to corporate data, CRA, pKYC, cross-border client classification, suitability, appropriateness, and much more. For further information, visit www.muinmos.com
Tucker Advisors is a National Marketing Organization (NMO) and a leader in the wholesale distribution of annuities and life insurance products to top independent agents nationwide. Tucker Advisors offers the total package for any advisor looking to take their practice to the next level. In addition to working with many of the industry leaders in annuity and insurance products, Tucker Advisors offers a turn-key, managed-money platform through its subsidiary Tucker Capital Management, a Registered Investment Advisor (RIA), that provides total portfolio integration and management for advisors and their clients. The Tucker Advisors difference is that we lead by example. Every program, marketing campaign, and safe money strategy is field-tested, and refined by our in-house retail sales team (Karlan Tucker & Associates). The best practices developed in-house are then shared with Tuckers advisors nationwide, to further empower people across the country with Smarter Retirement Strategies. http://www.tuckeradvisors.com