Wunderlich Independent Network

Wunderlich Independent Network

Your independence made stronger 

Being an independent advisor has never been more challenging, especially in today’s highly competitive and regulated environment. Wunderlich knows what it means to be truly independent, and what it takes.

We created the Wunderlich Independent Network to serve the unique needs of the independent advisor to not only meet those challenges, but thrive. Through WIN, we deliver best-in-class technology and product offerings (via our relationship with First Clearing) with the personalized support you’d expect from a regional firm.

Our independent advisors have access to all the same firm resources and in-house expertise that our firm-affiliated advisors enjoy, from Investment Solutions to Business Development, Marketing, Compliance, annuities and insurance sales and support, syndicate and IPO offerings and more.

And because we value and respect our independent advisors, we’ve made sure our compensation grid is among the best in the business. In fact, new advisors begin with a significantly high payout and no OSJ, supervisory or franchise fees. With lower operating costs and expenses than you’ll find at most other firms, you’ll keep more of what you make at Wunderlich.

WIN Desk: Independent support for independent advisors

As an independent advisor, you know all too well the unique challenges and frustrations independents face in resolving an operational, technological or compliance issue. At Wunderlich, we understand. That’s why we created the WIN Desk, a team of licensed, experienced support professionals solely dedicated to serving our network of independent advisors. And they are always just a phone call away.

Learn more about our exclusive WIN Desk here.

Let’s talk

Discover how Wunderlich can make your independent practice stronger. Contact David Claibourne, Director of Wunderlich Independent Network, at 901.259.9410 or dclaibourne@wundernet.com.

David Claibourne

Director, Independent Network

Michael Zawatsky

Independent Financial Advisor

Shawn Kenney

Independent Financial Advisor

First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.