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.


Lone Tree

9380 Station Street, Suite 535
Lone Tree, CO 80124

Phone: 303-872-7485



2443 Warrenville Rd., Suite 115
Lisle, IL 60532

Phone: 877-394-1290


191 Waukegan Rd., Suite 103
Northfield, IL 60093

Phone: 847-999-0252


423 Financial Court
Rockford, IL 61107

Phone: 815-315-0107


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