Broker Check

Multi-FA Offices

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, Colorado and Utah. Interested in helping us open and grow a branch in your area and have managerial experience? Let’s talk.

Colorado

Lone Tree

9380 Station Street, Suite 535
Lone Tree, CO 80124

Phone: 303-872-7485



Illinois

Lisle

2443 Warrenville Rd., Suite 115
Lisle, IL 60532

Phone: 877-394-1290

Northfield

191 Waukegan Rd., Suite 103
Northfield, IL 60093

Phone: 847-999-0252

Rockford

423 Financial Court
Rockford, IL 61107

Phone: 815-315-0107



Michigan

East Lansing

3444 E. Lake Lansing Rd.
East Lansing, MI 48823

Phone: 517-219-9808

Traverse City

830 East Front St., Suite 304
Traverse City, MI 49686

Phone: 231-421-8580



Texas

Dallas - Addison - Galleria

14881 Quorom Dr., Suite 430
Dallas, TX 75254

Phone: 972-535-5631

San Antonio - North

19230 Stone Oak Pkwy, Suite #315
San Antonio, TX 78258

Phone: 210-807-7599

Austin - Capital of Texas Hwy

8834 Capital of Texas Hwy, Suite #220
Austin, TX 78759

Phone: 512-277-2020


Utah

South Jordan

10808 S. River Front Pkwy, #336
South Jordan, UT 84095

Phone: 801-984-2890