shutterstock_1056350111.jpg

f3Link

Your path to making Adhesion worry-free.

Powered by:

 

Created for you with Adhesion in mind.

Engage with f3Logic in three ways:

1/ Fully utilize Adhesion with f3Link

We offer concierge level support for RIA firms that would like to use Adhesion but don’t qualify due to AUM restrictions. From project planning to billing administration, we make usingAdhesion worry free.

2/ Invested Advisor Representative (IAR)

We welcome those who wish to join f3Logic as a tuck-in with your own DBA or as employee. We customize your business platform with a full suite of coaching, compliance, technology and even co-fiduciary services.

3/ Registered Investment Advisor (RIA)

We help you achieve true independence. We equip your team with the cutting-edge technology and specialized skills you need to attain unparalleled client satisfaction with complete control over your investment strategies and growth initiatives.

 

If you are small RIA firm that wants to use Adhesion but don’t have the appropriate AUM levels for support, f3Link can assist.

f3Link

Operational Support

Coordinate project plans for transition and onboarding to Adhesion

Troubleshooting and quickly resolving service-related items

Dedicated service team to assist with Adhesion service requests

Billing Administration through portfolio administration system

Ongoing advisor support, training and education

Download the f3Link Information Deck
 

f3Logic, LLC. | 2021

11980 Portland Avenue South, Burnsville, MN 55337

 

f3info@f3logicllc.com

Check the background of investment professionals on FINRA's BrokerCheck.


Investment Adviser Representatives offering advisory services through f3Logic, a registered investment adviser. Securities offered through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. f3Logic, LLC and IFG are unaffiliated entities.


Licensed to sell securities in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, MD, ME, MA, MI, MN, MO, NE, NH, NY, NC, ND, NV, NM, NJ, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, and WV. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

View our privacy policy >

View our Client Relationship Summary >

Web Design >

horizantal_color.png