Broker Check

Our Partners

Our relationship with Kestra Investment Services, LLC (Kestra IS), provides access to a top-ten independent broker-dealer by total revenue as ranked by Investment Advisor magazine (June 2017).

Our partnership with Kestra Investment Services, LLC enables us to provide you with access to top providers and products, including stocks, bonds, ETFs and alternative investments. Kestra IS's relationships with leading manufacturers of financial solutions, combined with its open-architecture platform and cutting-edge resources, help us deliver advanced wealth management strategies.

At Ridgeline Financial Partners, we are not committed to any “proprietary” products or services. This independence, backed by our powerful partnership with Kestra IS, means that we can offer our clients the best of both worlds: personalized service supported by a strong network of national resources.

Kestra Financial, Inc. is the parent company of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services may be offered through appropriately licensed representatives of Kestra AS or Kestra PWS. 

Fusion Advisor Network

As a member of the Fusion Advisor Network, we have access to some of the most successful individual financial planning and wealth management firms throughout the country. Fusion Advisor Network enables us to share best practices with our peers so that we are constantly improving the client experience and refining our process. Independence through our partnership with Kestra Investment Services, LLC, coupled with the idea sharing on which Fusion Advisor Network was founded, allows us to continue to provide cutting-edge services to our clientele.

Retirement Plan Advisory Group (RPAG) is an exclusive alliance of independent advisors inspired by an uncommon purpose: Serve the retirement goals of sponsors and participants in qualified and non-qualified plans with a high standard of excellence in consulting and technology through the industry’s leading practice management platform. In doing so, advisor-members reach their goals of business growth and significance.

Today, RPAG is represented by 400 member firms, totaling 1,200 advisors across the US, serving 30,000 sponsors and with over $300 billion in assets under advisement (as of 12/31/2017).

Core practice areas include investment due diligence and fund ranking, RFPs & fee benchmarkings, fiduciary compliance, employee education, intensive training, national branding, sales and marketing resources and business consulting.