As a hybrid RIA, National Wealth Management Group primarily utilizes LPL Financial’s integrated platform and custodian service. The platform is designed to support both broker/dealer and custodial capabilities, making it easy to service clients and provide one consolidated statement that includes fee- and commission-based accounts. The platform's single sign-on Web portal gives you easy access to:

A wide range of non-proprietary investment products and plans
Impartial research on investment products and market trends
Contact and portfolio management tools
Performance reporting
Comprehensive financial planning tools
Automated fee calculation and billing
Practice management resources including marketing advice and support

Additionally, qualifying advisors have the ability to utilize alternative custodians for advisory accounts.

National Wealth Management Group, LLC | www.nwmgllc.com | 1-800-936-3820

Securities offered through LPL Financial, Member FINRA & SIPC. Advisory Services offered through National Wealth Management Group, LLC, A Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, & WV.

Multi-Custodian

National Wealth Management Group LLC

Alternative Custodians