Preferred Partners

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In business for yourself,
not by yourself.

Preferred Partners helps financial advisors in all 50 states:

  • Grow their practice
  • Increase office efficiency
  • Develop compliance and operations solutions
  • Maximize profitability
  • Collaborate with one of the most flexible broker-dealers for independent financial professionals, Cambridge Investment Research

Our Business is Your Success

We don’t operate a book of business. Our sole mission is to help independent advisors build toward success.

Preferred Partners is a non-producing OSJ, a rare format among independent distribution channels. We believe managing a book of business would create an unnecessary distraction and conflict of interest between the OSJ and the independent financial advisors that we support daily.

The success of your financial planning practice is our business.

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Meet the Team

Preferred Partners is a full-service Office of Supervisory Jurisdiction (OSJ) founded by John Fenwick. It is among the biggest and most effective OSJ’s in the nation.

Meet the Team

Advisor Highlights

Preferred Partners Welcomes our New Advisor, Suro Ghatak!

View Past Highlights

Resources

  • Compliance

  • Practice Management

  • Transition

  • Contact Us

    303-860-0792
    My relationship with Preferred Partners has been nothing but a positive one. The biggest benefit comes from the strength in numbers that Preferred Partners provide. The collective energy and support of all the partners has been instrumental in the growth of my practice. I thank them for that.
    - Kurt Cambier, Centennial Capital Partners

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    • About Us
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    • Contact Us

    Our Office

    • 13984 W. Bowles Ave
    • Suite 102
    • Littleton, CO 80127
    • Phone: 303.860.0792

    For Financial Professional use only. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Preferred Partners are not affilliated. We are licensed in all 50 states and Puerto Rico.


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    © Preferred Partners 2015