Succession Planning Division
Leave a long lasting legacy with your practice.
Leadership Division
Years of experience to help elevate your practice.
Securities Related Resources
Help advisors compliantly grow and succeed in the securities industry.
Compensation Division
Financial professional contracting and compensation specialists.
Insurance Division
Assistance in your risk based planning needs.
Culture Division
Unique culture based on long term, family like relationships.
Representative Support Division
Sound guidance to help your practice run smoothly.
Onboarding Division
Working together to efficiently transition practices.
Jeff Bigler
Managing Partner & Leadership
Jeff is a Partner with Collective Financial Group and President of Advanced Financial Consultants whose main office is in Rochester, MN. Jeff has been in the financial services business since 1986.
Jesse Meehan
Managing Partner & Leadership
Jesse is the President of Financial Decisions Group, Waterloo. He has been in the financial industry since 2004.
Tim Strellner
Managing Partner & Leadership
Tim is the Managing Partner of Collective Financial Group and primary owner of the Strellner Financial Group, whose main office is in Cedar Rapids, IA.