Myriad Advisor Solutions
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Do what you do BEST! Let us do the REST! Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We’ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner
You’ve spent years building your business; your transition plan should reflect that.
Whether your goal is growth, leadership transition, or an eventual exit, having a strategy in place today can help protect the value of what you’ve built tomorrow.
The Myriad Ascend Plan (MAP) provides a customized framework designed to help advisors as they exit to their next chapter. Led by CEPA-certified professionals, MAP is more than a one-time conversation; it’s an ongoing roadmap built around your goals, your timeline, and your legacy.
The best time to start planning isn’t when you’re ready to retire. It’s now.
05/28/2026
We’re just one week away from the TradePMR Synergy Conference!
Myriad’s CTO, Leigh White, and Director of Compliance, Ani Ordookhanian, will be in Washington, D.C., connecting with advisors, sharing insights, and discussing ways firms can grow with confidence.
If you’ll be attending, we’d love to connect while we’re there!
Click here to claim your Sponsored Listing.
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Address
2520 SE Encompass Drive, Suite 200
Waukee, IA
50263
Opening Hours
| Monday | 7am - 5pm |
| Tuesday | 7am - 5pm |
| Wednesday | 7am - 5pm |
| Thursday | 7am - 5pm |
| Friday | 7am - 5pm |
