Main Street Wealth Management, LLC
The partners at Main Street Wealth Management always have your best interests in mind. We recognize that every individual and business has unique needs, dreams and goals. We are not owned by any bank, brokerage firm, or insurance company; on the contrary, we are completely independent and management owned. Individuals like you are our only clients. We have no investment banking department to conflict with our client's best interests. We make use of no self-produced products and yet we work with some of the largest financial service companies in the world.
We have nearly 60 years combined experience in helping individuals, families, and small businesses plan for their financial needs. We have lived many "financial lives" and that experience is priceless in a financial arena dominated by investors and advisors who have never seen a recession or a "bear" market.
Our financial professionals' relationship with LPL Financial, the nations largest* independent nationally registered Investment Advisor and Broker/Dealer with over $350 billion in client accounts, gives us the ability to offer investment management services. Through our agreement with LPL Financial we have access to thousands of stocks, bonds, mutual funds, money managers and alternative investments, including Real Estate Investment Trusts, Variable Annuities, Commodities funds, Hedge Fund of Funds, Futures Portfolios and institutional class investments. LPL Financial's investment account assets are protected up to $100 million. LPL Financial's SIPC membership provides account protection up to a maximum of $500,000, of which $100,000 may be in cash. For an explanatory brochure, please visit www.sipc.org.
Additionally, through Lloyds of London, LPL Financial accounts have additional securities coverage of $99.5 million, subject to a $500 million aggregate firm limit. Please contact your registered representative or refer to www.lpl.com for further information.
The account protection applies in the event a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall of the market value of investments. This extensive coverage reflects a strong commitment to serving your investment.
* Based on total revenues, as reported in Financial Planner Magazine, June 1996-2016.