| Name | Title | Contact Details |
|---|---|---|
James Bedard |
CFO | Profile |
Allison Lee Larson |
Vice President: CE Sales | Profile |
Area Community Credit Union is a Grand Forks, ND-based company in the Financial Services sector.
WealthGen Advisors is a fee-only, concierge wealth management firm. We specialize in generational wealth accumulation and optimized transfer strategies for business owners and retirees.
CAIS is the premier gateway to the multi-trillion dollar independent wealth channel for specialized investment products, delivering a superior experience to wealth managers and product providers alike. As the leading open-architecture financial product platform, CAIS provides streamlined execution for an expanding list of alternative investment funds, IPOs and follow-ons, and structured notes. CAIS complements its fund offerings with independent due diligence provided by Mercer. Products include: - Hedge Funds - Private Equity & Credit Funds - Real Estate Funds - Structured Solutions - IPO and Pre-IPO Offerings CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.
Data Services, Inc. is one of the leading providers in Financial Services. It is based in Dallas, TX. To find more information about Data Services, Inc., please visit www.dataservicesinc.com
MAI wealth advisors is one of the leading providers in Financial Services. It is based in Forest Hill, MD. To find more information about MAI wealth advisors, please visit www.maiwealth.com