The Path Forward is Here...

Our Services

Tailored consulting to help financial advisors navigate complex Broker Dealer & RIA opportunities.

Strategic Searching

With more than 60 independent broker dealer and RIA partners, we'll help you identify the best fit.

Succession Planning

Acquiring a practice or preparing to exit your own is an important generational moment to get right.

Ongoing support from the initial introductions throughout the offer negotiations and into the transition.

Negotiation Support

All of this and more at no cost to our financial advisor clients.

Stay Informed

Get insights tailored for financial professionals on the move
from the archives of Jon Henschen & Vern Coates.

Our Team

Vern Coates | Owner

Olivia Coates | Executive Assistant

Jon Henschen | in memorium

Guiding Financial Professionals

At Henschen & Associates, we navigate the complex landscape of Independent Broker Dealers and RIAs with you, offering clear strategies and steady support tailored to your goals.

2001 - 2026

Celebrating 25 Years of Proven Results!

Contact Us

Reach out and let's start down the path to a better IBD/RIA...