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

Michigan