For Financial Professionals
Focused on your success
When you partner with HTK, you receive support tailored to your specific needs and business objectives. Our smaller size allows us to get to know our financial professionals. At the same time, HTK has large-scale capabilities, offering access to the industry’s leading platforms and a wide range of financial solutions.
A snapshot of our network
Located across the U.S, our independent financial professionals offer comprehensive solutions for financial protection and wealth management.
800+
Financial Professionals1
Our smaller size allows for a supportive network.
90%+
Production Retention2
Financial professionals don't just choose us — they stay with us, because of the flexibility and outstanding service we offer.
10+ years
Average Tenure3
Financial professionals trust the reliability and longevity of our firm, and build relationships with our team.
35
Practice Acquisitions Since 20174
The networking oppurtunities at HTK are abundant, giving you the opportunity to grow your practice.
A Culture Focused on You
Financial professionals thrive with HTK. Our smaller size allows for ample opportunities for networking, peer-to-peer support and sharing of best practices. We ensure that your voice is always heard, and we recognize our top financial professionals.
The Culture
Industry-leading, Flexible Platform
HTK is powered by the industry’s preferred technology platform and leading investment solutions. When you partner with HTK, you have more options and greater independence to meet your clients’ needs and build your practice, your way.
The Platform
A Seamless Transition
From initial consultation through client communication, HTK’s dedicated transition team works closely with you every step of the way.
The Process