Before transitioning into real estate, she worked in politics with the Cook County Treasurer and as a fundraising consultant for various candidate and issue campaigns, political action committees and non-profits nationwide. This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Throughout his career, Bruce Weissberg has been influential in building forward-thinking real estate businesses. Now, you don't have to worry about rushing to the bank. Stephanie Weber is an innovative and collaborative sales and operations leader. This website is for investment professionals only. We work with business owners to provide retirement benefit plans that can help attract and retain top talent, and can help their employees pursue their financial goals with confidence. Neither Betterment LLC nor Betterment Financial LLC, nor any of their affiliates, is a bank. Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Betterment Securities is a member of SIPC. Learn more. Give your clients smart technology for their investments. IAG provides a comprehensive and cost effective service while expanding our deal pipeline beyond our expectations. Contact: Betterment for Advisors, 8 W 24th St, 6th Floor, New York, NY, 10010. Adjust your clients’ allocations without trading fees. As trustee of your plan, we have shared responsibility to make sure the plan is always in compliance. Zeke was introduced to commercial real estate as a Loan Analyst at Harborview Capital Partners. Open accounts with your clients without cumbersome paperwork. Prior to CBC Alliance, Bruce was the Chief Executive Officer of the Chicagoland Commissary organization, where he owned and operated of 38 Dunkin’ Donut franchise locations throughout Illinois and Indiana. In addition to creating operational roadmaps and client support, Greg also led new business partner on-boarding. Advisory services provided by Betterment LLC, an SEC-registered investment adviser. The advisors mentioned are not affiliated with TD Ameritrade Institutional. Speak with a principal of IAG to see how they can add value to your acquisitions process. Market Data by Xignite. We work with business owners to provide retirement benefit plans that can help attract and retain top talent, and can help their employees pursue their financial goals with confidence. This website and advertising is provided by Betterment LLC. Ready to Talk? Bruce’s results-oriented approach enabled him to create and implement processes leading to efficient, successful operations. As Director of Research, Zeke oversees the firm’s research team. Bruce was also the co-founder and CEO of Realty IQ and its predecessor RE/Locate, which were among the first online national commercial real estate data companies to exist in the United States. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. Terms & Legal. Contact: Betterment for Advisors, 8 W 24th St, 6th Floor, New York, NY, 10010. His knowledge and relationship development with various lenders, ensured the client received not only a variety of options, but the most ideal option. The Institutional Advisory Group (IAG) was founded in 2015 and works in conjunction with an organization’s acquisitions team. Bruce is a graduate of Dartmouth College. You focus on your business, let us handle the details. The information provided by Betterment Support is educational only and is not investment or tax advice. Prior to these roles, Greg managed the accounts receivable department, facilitating payments, negotiating settlements, offering debt collection, warehouse and fulfillment services. To the extent that there is advertising related to Betterment Checking, such advertising is provided by Betterment Financial LLC. With Bruce, she co-founded the Institutional Advisory Group in 2015 while working as a national investment sales broker. Bremer Institutional Advisory is a local provider of retirement solutions designed to empower your employees to take control of their finances, while simplifying plan administration for you. We offer investment services to help you evaluate and choose the right funds for your plan. Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. All Rights Reserved. Past performance does not guarantee future results, and likelihood of investment outcomes are hypothetical in nature. IAG partners with REITs, family offices, pension fund advisors, private equity firms and private real estate funds to implement a comprehensive, streamlined process to build a pipeline of off-market investment opportunities. Greg spent 20+ years with Professional Sports Publications (PSP), an industry leader in sports publishing. Give your clients a fully digital and transparent investing experience. Before investing, consider your investment objectives and Betterment LLC’s charges and expenses. Since starting IAG, Stephanie has been focused on expanding the company’s expertise within niche markets such as affordable housing, manufactured housing communities, GSA properties, cannabis and self-storage. Connect with a Wealth Advisor, Ready to Bank with Bremer? Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. See full disclosures for more information. Just log in to manage your account, pay bills, view statements and more — all on your schedule. Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts. Advisors have not received remuneration for participation in providing these testimonials. And participants benefit from flexibility, including the ability to make changes daily. See how we determine the largest independent online financial advisor.
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