Welcome to Advisor Financing!

With over 20 years of industry experience our team at Advisor Financing will guide you through a consultative and efficient loan process. Our goal is to provide the financial advisor industry a better and lower cost solution. We provide conventional loans therefore we are not subject to the SBA mandates or high fees. Year after year we have maintained the number one spot for lowest cost and best rates in the industry. To learn more about our program, underwriting process and solutions please see the information below. We look forward to helping you get started. Greg Prokott National Sales Director
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Greg Prokott

We founded the company because we were frustrated with the lack of capital available for financial advisors. Having been in the financial services industry for over 25 years I understand the importance of accessing capital to help grow your business via acquisition or a partner-buy-out. Since the inception of Advisor Financing, we’ve drastically cut fees, improved terms and slashed interest rates by almost half. Please consider us for your practice financing needs!

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FAQ's

FAQ's

Commonly asked questions and answers
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Our Process

Our Process

Discover our proven process
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Data Vault Login

Data Vault Login

Drag and drop your private information here in the Data Vault
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Documents: Document Checklist

Documents: Document Checklist

Be prepared. Here is our checklist of what you'll need.
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Documents: Financial Advisor Practice Questionnaire

Documents: Financial Advisor Practice Questionnaire

Complete your advisor practice questionnaire here
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Documents: Personal Financial Statement

Documents: Personal Financial Statement

Complete your personal financial statement today
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Documents: Advisor Financing Program Overview

Documents: Advisor Financing Program Overview

Take a quick overview of our advisor financing program
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Documents: Legal Organizational Document Checklist

Documents: Legal Organizational Document Checklist

Get prepared with our legal organization checklist
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