Lion Street Financial Awarded 2017 Broker Dealer of the Year

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For the second consecutive year, Lion Street Financial has been awarded 2017 Broker Dealer of the Year by Investment Advisor magazine.

Lion Street

Lion Street

Winning this award for two consecutive years is evidence that Lion Street’s broker-dealer is providing the kind of services that today’s independent advisors need as well as the confidence Lion Street's life-centric Owners have in it.

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Lion Street Financial was recognized for the second consecutive year by Investment Advisor magazine as the 2017 Broker-Dealer of the Year in Division I. “This award is a result of the confidence our Owner-Firms place in our business model and service structure. We are held to high standards by our fellow owners to run 'our' BD,” notes Bob Carter, Founder and CEO. Lion Street consists of 150 Owner-Firms nationwide in 40 states.

Lion Street was founded by industry veteran Bob Carter in 2010 as a distributor of insurance and investment products. Distinguished by offering real value through ownership in a national network, both advisors and employees have stock in the company, providing cultural and financial alignment. Lion Street Financial was started to provide a Broker-Dealer and RIA for Owner-Firms that life-centric advisors find unique. 

“As Lion Street continues to grow and expand its presence, being awarded 2017 Broker-Dealer of the Year is especially gratifying. We started the broker-dealer in 2013 and for a relatively young BD, earning this honor reinforces that the business is thriving despite recent regulatory changes and requirements,” added Mr. Carter.

“Our broker dealer is essential to Lion Street’s strategy. Clients are best served by advisors who can access products and solutions across the spectrum of fixed or variable, whether protection or accumulation. Working in an integrated, coordinated fashion is an advantage for our owner-advisors”, states Brian Murphy, Executive Director of Lion Street.

John Burmeister, President and COO of Lion Street Financial stated, “Winning this award for two consecutive years is evidence that Lion Street’s broker-dealer is providing the kind of services that today’s advisors need. It is through our unique relationships with Pershing, Envestnet and other providers that enable us to deliver these systems and support.” 

Lion Street Financial’s recognition is based on receiving high scores in all categories, and a total score that was highest among its peers. To read “Rock Solid: The 2017 Broker-Dealers of the Year” featuring John Burmeister, President and COO of Lion Street Financial, click here.

About Lion Street 
Lion Street is a leading financial services company based in Austin, Texas. Lion Street provides elite independent life insurance producers and financial advisors access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of their high-net-worth and corporate clients. To learn more about Lion Street, please visit

About Investment Advisor 
Now in its 37th year of serving the investment, analysis and practice management needs of independent and independent-minded advisors, Investment Advisor magazine is a key franchise within the ThinkAdvisor Network of ALM.

Lion Street Media Contact: 
Karyn Hamilton, VP, Marketing

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Karyn Hamilton
Lion Street
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