Join OnPointe

Being part of OnPointe gives you the advantage of competitive payouts, practice management tools, and sales resources, while still allowing you to earn commissions for insurance sales as you transition and expand your business model. We provide back-office support in helping you run your business—minimizing the hassle of transitioning to a new business model.

Our Advisor Team is available to walk you through the process and provide you with the resources you need to successfully transition to OnPointe and the investment advisor business model. For more information on OnPointe and the services we offer, or to ask questions, please e-mail info@OnPointeAdvisory.net and include the following information:

   Name.
   Phone number.
   Best time to reach you.
   States currently doing business in.

We'll get back to you as soon as possible.



Past performance is not necessarily indicative of future results. The risk of loss exists in securities, including options trading.

All information is the property of OnPointe Advisory and Financial Services, LLC. E-mail: info@OnPointeAdvisory.net. Telephone: 800-395-0045.

While OnPointe Advisory and Financial Services, LLC (OnPointe) seeks to provide accurate and timely information, there may be inadvertent factual and typographical errors for which we apologize. The information provided on this website is for informational purposes only. No information contained on this website constitutes an offer or a solicitation to buy or sell any security. No security or other product is offered or will be sold in any jurisdiction in which such offer or solicitation, purchase, or sale would be unlawful under the securities or other laws of such jurisdiction.

Content is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. OnPointe Advisory and Financial Services, LLC, is not engaged in the practice of law or accounting.

Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

© 2012 OnPointe Advisory and Financial Services, LLC. All Rights Reserved. Products and services in these Web pages are not offered to residents of certain states where the OnPointe entity may not be licensed or authorized and is not intended for trading purposes or as investment advice.