Brett Ellen has a modest goal: He wants to make American Financial Network (AFN) the "go-to financial planning firm" for middle-market American businesses and their employees. As founder and president of the Calabasas, Calif., firm, which offers securities through Securities America, Ellen is well on the way to making that happen.
Ellen is the top-producing rep for Securities America, both in firm revenue and assets under management, a distinction he has held at every broker-dealer he's worked with in the last 25 years. The midsize firms he serves-they have $5 to $500 million in annual revenue-provide a big portion of the firm's planning revenue.
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