At UPSTREAM, we have an independent model that can be tailored to your unique vision for your practice. Many advisors and their clients continue to prefer doing business in a branch environment. UPSTREAM operates a number of premier branch locations across Illinois, Michigan, Texas and beyond. Interested in helping us open and grow a branch in your area and have managerial experience? Let’s talk.
8834 North Capital of TX Hwy ste 100 Austin, TX 78759
9380 Station Street, Suite 535 Lone Tree, CO 80124
2443 Warrenville Rd., Suite 115 Lisle, IL 60532
3444 E. Lake Lansing Rd. East Lansing, MI 48823
830 East Front St., Suite 304 Traverse City, MI 49686