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.

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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
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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
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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
1For calendar year 2019. 2Based on yearly production retention percentage since 2013. 3As of May 2020, including those who have been registered with HTK for less than a year as of May 2020. 4From January 1, 2017 through January 31, 2020.

Get in touch

Interested in learning more about how we can partner together?

Contact us