Saving Advisors Time, Energy & Money

We help financial advisors find the best independent broker/dealer for their particular needs.

We use the utmost discretion when working with financial advisors. Feel free to discuss issues and your current situation with us, knowing that everything you tell us will be held in absolute confidence. No one will hear it from us.

There is no cost for our services. The broker/dealer you ultimately choose compensates us and is expensed as part of their marketing budget so what you are offered is not diminished. Since we thoroughly know the firms we'll present to you, we can advise you on how to get more from your negotiations with the broker/dealer of your choice.

We contract with over 75 independent broker/dealers and 10 producer groups located throughout the United States, meeting a broad range of needs.

In the Fall of 2005 I was seeking my "Last Broker Dealer" and the choices seemed to confuse me more than anything else. Jon Henschen asked me all the right questions and directed me to several excellent firms for follow-up. I then did more leg work/due diligence before agreeing to sign with my best choice. I felt comfortable doing so because Henschen & Associates had narrowed the field beforehand and the final decision came naturally. Thank you Jon!

— B. Green, CA

Henschen & Associates accomplished in 48 hours what would have taken me weeks. Their contacts with the best, competitive firms are amazing. They were able to dissect my needs and business, and line me up with a perfect match, all in one smooth seamless transition. I couldn't have made the change without them. Thanks 
— D. Johnson, CA

Had it not been for the help of Henschen & Associates, I would not have known the ideal independent broker/dealer match for me. They made my search painless. I am grateful for the services they provided. 
— M. Trexel, CA