We would like to thank our sponsors, without your support this Conference would not be possible.
TD Ameritrade provides investing and trading services for nearly six million client accounts that total more than $400 billion in assets, and custodial services for more than 4,000 independent registered investment advisors. With clients placing, on average, approximately 400,000 trades each day, it maintains the leadership position it assumed when founder Joe Ricketts opened his doors in Omaha, NE, in 1975.
Founded in the early 1920s the goal of City Securities Corporation was simple: "to provide complete investment banking service to the people of Indiana." And while we’ve grown and diversified our services for nearly a century, that purpose is still at the center of everything we do.
We made history by underwriting the largest bond issue in Indiana history—the $580,370,000 issue for the City of Indianapolis Waterworks. In May 2002, City Securities Corporation relocated to our current offices at 30 South Meridian. While still the leader in the underwriting and distribution of municipal securities in Indiana we have become the diversified company that we are today.
Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America’s most respected regional firms, which came together through mergers over many years, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional service based on trust and knowledge and a determination to put client needs above all else.
Founded in 1997, Wabash Capital is a Registered Investment Advisor (RIA) headquartered in Terre Haute, Indiana. We provide investment management and wealth management services for individual, institutional and 401(k) & 403(b) retirement plan clients. As a privately held fee only advisor, we offer independent, unbiased financial guidance designed to fulfill each client's unique needs and priorities.
With two offices in Indiana and one in Illinois, Wabash Capital manages $125 million in assets for over five hundred clients in twenty seven states.
A special thank you goes to the Dancing Naked on Wall Street investment group for their generous help and support.