Broker Check

MARKBRAATEN, INC IS PROUD TO BE A OWNER-FIRM OF:



MarkBraaten, Inc. is proud to be a Firm of Lion Street, Inc., a leading national financial

services company owned by fiercely independent financial advisors. Based in Austin,

Texas, Lion Street comprises an elite network of Firms who specialize in financial

solutions for high-net-worth individuals, family offices, business owners and corporate

clients. Lion Street Firms gain favored access to insurance carriers and financial

institutions, and the products and services they offer, enhancing our ability to meet the

complex planning requirements of our clients. We chose to make a strategic affiliation

with Lion Street so that we could advocate on behalf of our clients and enhance the value

we provide. In addition to the influential relationships we hold with leading insurance

carriers and other financial institutions through our affiliations with Lion Street, we also

have access to a powerful peer network for sharing best practices and proprietary

technology solutions on the cutting edge of the industry. As a result, we are able to offer

our clients the most competitive solutions and products available.


With over 190 Firms representing 260+ independent advisors, Lion Street provides us with a

powerful peer network for sharing best practices. This open channel for idea exchange ensures

that we stay plugged in to the most advanced strategies in the marketplace by leveraging the

specialized practices of fellow Lion Street Firms across the nation. Through Lion Street, we are

supported by a team of financial services veterans with established industry relationships. Our

clients benefit from the strategic alliances the Lion Street team has built with independent firms

consulting in the areas of trusts and estates, product analytics and financial analysis.



Securities offered through Lion Street Financial, LLC, member FINRA/SIPC.