Onward & upward.

Our goal is to help you make time for the work that matters most – focusing less on administrative tasks – and more on building long-term financial roadmaps, developing lasting relationships, contributing to your community, and changing lives.

Three firms, united.

Three industry-renowned investment firms united under a cohesive ecosphere, fostering a synergy that amplifies a collective spirit. These firms, under common ownership and control, provide a unique, personal experience for our network of independent financial professionals licensed at one or multiple firms.

Founded in 1983

400+ financial professionals

Broker-dealer (BD)

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Founded in 1984

600+ investment adviser representatives

Registered Investment Adviser (RIA)

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Founded in 2001

250+ financial professionals

Broker-dealer (BD)

Learn MoreCollapse

WHY AXTELLA?

Your new firm is calling.

We’re unveiling a tapestry of compelling reasons that may leave you wanting to unequivocally position us as your chosen pinnacle destination.

Amplitude

Independently held

Organizational ethos

Uncomplicated fees

Legacy preservation

Amplitude

Harness the power of our mid-sized enterprise, where we artfully blend the advantages of size and agility. Our compact yet dynamic structure allows us to spearhead innovation and tailor transformative solutions for financial professionals like you, while equipping you with the necessary resources to surpass client expectations.

Independently held

Free of the influence of private-equity owners and external boards, we maintain full autonomy in our decision-making, ensuring our people remain at the heart of our strategic choices. Rely on our unwavering dedication to prioritize our valued professionals and staff.

Organizational ethos

While you shape the atmosphere with your clients, your firm’s professional climate can have a profound influence on your approach to serving clients. We foster a collaborative dynamic and aim to prioritize an approach that bypasses imposition of specific products or ideologies – recognizing that you already possess the experience to service your clients in an exceptional way.

Uncomplicated fees

Say hello to simplicity, and goodbye to being burdened by unnecessary charges. Bid farewell to the days of being overcharged for every component of your tech stack. With our comprehensive affiliation fees, you’ll gain access to a set of tools that encompasses everything necessary to efficiently operate your business. You’ll choose from a range of tech stack options, carefully designed to provide transparent pricing and smooth integration.

Legacy preservation

Our succession planning program offers a wealth of information and resources, encompassing financing options, valuation methods, and other invaluable insights for your journey toward business transition.

ONBOARDING SUPPORT

Guidance for a smooth onboarding voyage.

We get it – transitioning firms can be arduous, to say the least. While hurdles may pop up, we will emerge as your steadfast ally. Together, we will craft meticulous plans, laying the foundation for your transition long before its arrival.

As your pillar of support, our goal is to ensure all moving parts remain steady and your vision stays clear. With unwavering dedication, we weave the threads of business continuity using our five-step process.

Strategic planning

Your navigational compass

We’ll craft a robust transition strategy that will navigate you and your business to help mitigate potential challenges and capitalize on opportunities.

Inventory management

Capturing a clear business snapshot

We’ll unlock a comprehensive understanding of assets, resources, products, and more.

Document management

A testament to your commitment to excellence

Dedicated staff members assist with assembling the needed forms and agreements, curating a seamless experience for you and your clients.

Operational workflow

Your journey toward FINRA registration

Under the guidance of your onboarding consultant, your FINRA registrations will be facilitated with care. Our team assumes the responsibility of tracking licenses and appointments, ensuring compliance standards are met, and providing regular status updates to keep you informed.

LaunchPad training and education

Expediting your return to optimal operation

You’ll experience comprehensive training designed to unlock both short-term and long-term success. Through targeted training sessions, we equip you with the knowledge and skills necessary to resume business as usual with our one-of-a-kind onboarding training program, LaunchPad.

CONNECT

Initiate connection.

Discover Axtella – where opportunities await to propel your career forward. Let’s unveil the possibilities, together.

KODY McCRATE

Business Development Consultant
kmccrate@bdops.com
(248) 782-6849

RICHARD MARION

Business Development Consultant
rmarion@bdops.com
(248) 870-5816

MATTHEW VIGO

Sr. Business Development Consultant
mvigo@bdops.com
(248) 870-5497

SHARED TERRITORY

Richard Marion & Kody McCrate

EVENTS

Our recurring events.

Vision Conference

Vision offers a unique and captivating learning experience with emphasis on innovative communication, technology, and educational tools that foster the development and aspirations of our financial professionals.

Nexus Leaders & Top Producers Conference

Nexus is an action-packed celebration of leadership at our prestigious Top Producers conference. The annual event is a tribute to the leaders who have illuminated the path of success for others with their exceptional dedication and achievements. Guests immerse themselves in an atmosphere of inspiration and celebration as we honor those who have achieved remarkable milestones in their career.

NOVA Women’s Collective

The goal of this collective is to establish and provide a welcoming, comfortable environment that enables its members to network, connect, gain insights from peers, openly exchange ideas, hear from industry leaders, and leverage a platform that turns the power of women’s perspectives into initiatives for positive transformation.

Spark

Spark is a one-day investment education conference designed to deliver an educational, motivating, and uplifting experience tailored to our financial professionals’ needs.

Benefit from:

The product community at your fingertips
Access to over 20 product partners – all in one location
Opportunities to network with your peers, home office staff, and partners
At least one new strategy to take back to your office