Nationwide

Wells Nelson & Associates, based in Oklahoma City, is a trusted firm that provides nationwide clients with a wide range of financial services. Specializing in wealth management, capital markets, investment banking, and asset management, the firm offers expert strategies and solutions tailored to individual needs. With a focus on trust and excellence, Wells Nelson & Associates is dedicated to helping clients achieve their financial goals. Their comprehensive approach ensures that clients receive personalized guidance and support in navigating the complexities of the financial landscape. Generated from their website's infomation

United Planners Financial Services, based in Scottsdale, AZ, operates with a fiercely independent spirit and a commitment to enriching the partnership experience for financial professionals. With a supportive culture and a focus on teamwork, they aim to elevate advisors' success through best-in-class tools and resources. Founded on principles of strong community involvement and a caring environment, United Planners fosters a familial atmosphere among its advisors and staff. Their dedication to exceeding expectations and maintaining open communication empowers partners to actively participate in the firm's growth and development. Generated from the website

Located in Oklahoma City, Okla., BONDTRAC Inc. is a web-based, direct counterparty-fixed income information providing company. The firm supplies broker-dealer offerings to municipal, corporate, governmental, U.S. treasury, MBS (mortgage backed securities)/CMO (collateral mortgage obligation) and CD markets. In addition, the firm caters to broker-dealers, traders, banks/trust departments, financial advisors, foundations, credit unions, state/local governmental agencies and individual investors. BONDTRAC Inc. assists financial professionals in providing education, training and real time market information. The firm serves over 40,000 registered users for financial information and market intelligence services.