Membership
Our Members
FSI is comprised of independent financial advisor members and independent financial services firms who are committed to creating a healthier, more business-friendly regulatory environment for independent financial services firms and independent financial advisors.
FSI Memberships
Financial Advisors
Membership in FSI is an investment in the future of your business. In addition to our advocacy on your behalf, if you’re a financial advisor, here’s what’s in it for you:
- Events and education including the FSI Forum, Capitol Hill visits and webinars.
- Access to the FSI CoveredAdvisor Benefits Program, which includes:
- Medical, disability, term life and AD&D insurance
- Critical illness and accident insurance
- PEO solutions with bundled medical, dental, vision, 401k and HR services
- Exclusive discounts on leading business tools through FSI’s Affinity Program
- Advocacy tools including ready-to-send letters to legislators and regulators, issue briefings and more…
Advisor Staff Employees
FSI Advisor Staff Employee membership is open to all staff who are not financial advisors in FSI advisor member offices. Staff member benefits include:
- Access to the FSI CoveredAdvisor Benefits Program, which includes comprehensive STD/LTD/Life/AD&D bundled coverage.
- Automatic subscription to the daily FSI Newsbrief and more.
Firms
If you’re a firm home office executive, here’s what’s in it for you and your home office employees:
- Events and education including OneVoice, FSI Forum and Capitol Hill visits.
- Member communications including FSIVoice, C-Suite and Firm Executive Update and the FSI Newsbrief
- Participation in FSI volunteer leadership groups
- Discounted postings on FinancialCareers.org Jobs
Learn More
Watch our video to learn more about FSI’s mission and why advocacy for our industry matters.
Who to Contact
Kathryn Anderson
Senior Vice President, Growth & Strategic Partnerships
678-436-5544