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Monday 7am - 5pm Tuesday 7am - 5pm Wednesday 7am - 5pm Thursday 7am - 5pm Friday 7am - 5pm

Myriad Advisor Solutions

Name: Myriad Advisor Solutions
Address: 2520 SE Encompass Drive, Suite 200, Waukee, IA, 50263, US
Telephone: +15158501212
Price range: $

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Myriad Advisor Solutions

We empower independent financial advisors & entrepreneurs. Transitioning to business ownership? We can help with Tech, Telecom, HR, Marketing & more.

Do what you do BEST! Let us do the REST! Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We’ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner

. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.

08/10/2026

Printer won't connect? When technology issues pop up, the biggest problem isn't always the issue itself, it's figuring out who's responsible for fixing it.

Is it your IT provider? Your internet company? The software vendor? The printer manufacturer?

As your business grows, so does your technology stack. Before long, you're managing multiple vendors, multiple contracts, and multiple support numbers. When something breaks, valuable time is spent tracking down the right person instead of getting back to work.

At Myriad Advisor Solutions, we simplify your technology by bringing your tech support under one trusted partner. That means fewer headaches, faster resolutions, and more time focused on serving your clients.

How many vendor support numbers is your team managing today?

For more information, reach out to our team at https://zurl.co/J4I9y

08/07/2026

Compliance is stronger when everything works together.

The Connect pillar of the 4C Framework helps bridge the gap between your people, processes, and technology, making it easier to access information, collaborate across teams, and keep compliance activities moving forward.

When your systems are connected, your team spends less time searching for answers and more time focusing on what matters: maintaining a consistent, efficient compliance program.

Because better connections lead to better compliance. Reach out to our Director of Compliance, Ani Ordookhanian, at [email protected] or visit our website to learn more about how you can get your independent firm up to date on compliance.

08/06/2026

Back-to-school season is a natural time to look beyond supplies and schedules and revisit the bigger financial picture.

As an advisor, you can use this moment to help clients review 529 savings progress, plan for upcoming education expenses, and keep education goals aligned with retirement and other priorities.

These conversations matter. Myriad helps manage the operational demands behind your business so you can stay focused on guiding clients through the decisions that shape their future.

Do what you do best. Let us do the rest.®

08/05/2026

Great client experiences begin with people who genuinely care.

As Senior Client Project Lead on our Customer Care team, Nick Prenger takes pride in being a steady, trusted resource for clients. Whether he is coordinating meetings, helping navigate business changes, or answering day-to-day questions, Nick works to make every interaction feel clear, personal, and seamless.

For Nick, client care is about more than solving problems. It is about building relationships, earning trust, and helping clients feel confident at every stage of their journey.

We are proud to have Nick on the Myriad team.

Your path to independence starts with a conversation. Connect with Nick at [email protected].

07/31/2026

Compliance works best when it's built into your everyday processes, not treated as a last-minute task.

The Comply pillar of 4C helps firms establish consistent workflows that support regulatory requirements, streamline routine tasks, and reduce the risk of important steps being overlooked.

When compliance becomes part of how your firm operates every day, your team can spend less time reacting and more time focusing on what matters most.

Ready to set your firm up for success? Reach out to our Director of Compliance, Ani Ordookhanian or visit our website to learn more. https://zurl.co/nBmiZ.

07/30/2026

We're headed to Ignite 2026 FiNet Annual Conference!

Our team is looking forward to connecting with advisors, industry professionals, and peers in Arlington, Texas, from August 24–26. If you're attending, be sure to stop by and say hello to Ani Ordookhanian and Kyle Medendorp. We'd love to connect, share ideas, and talk about how Myriad Advisor Solutions helps advisors streamline operations, strengthen compliance, and grow their businesses.

See you in Arlington!

07/29/2026

We're growing, and we're looking for great people to grow with us!

At Myriad, we're passionate about helping independent advisors build stronger businesses. That starts with building a team of talented, collaborative people who enjoy solving problems and making an impact.

If you're looking for your next opportunity to make an impact, we'd love to hear from you.

Explore our current openings on our website at https://zurl.co/mLcH6 and learn more about joining the Myriad team.

07/28/2026

We’re halfway through 2026.

Now is a great time to evaluate what’s working, what could be improved, and what your firm needs to support future growth.

Accounting is no longer just about keeping track of the numbers. The right partner can provide insight, efficiency, and guidance to help advisors make smarter business decisions.

Learn the accounting trends shaping 2026 and why having the right partner matters more than ever. Check out our newsroom for the full article. https://zurl.co/ZE1la

07/24/2026

Better compliance starts with better control.

The Control pillar of 4C brings your policies, processes, documentation, and oversight into one centralized system. Your team gains a clear, consistent way to manage compliance, reduce manual effort, and stay prepared.

More structure. Less risk. Greater confidence.

Curious what a more organized compliance process could look like for your firm? Let's start the conversation.

07/23/2026

Most advisors didn't go independent to spend their days managing technology, compliance, marketing, and operations.

But as your business grows, those responsibilities grow with it, leaving less time for clients and the work that moves your business forward.

The right support doesn't just take tasks off your plate. It gives you the confidence and capacity to focus on what you do best.

That's why advisors partner with Myriad Advisor Solutions to simplify the business of independence, so they can spend more time serving clients and building the practice they envision.

If you could get a few hours back every week, what would you spend them on?

Address

2520 SE Encompass Drive, Suite 200
Waukee, IA
50263

Opening Hours

Monday	7am - 5pm
Tuesday	7am - 5pm
Wednesday	7am - 5pm
Thursday	7am - 5pm
Friday	7am - 5pm

Telephone

+15158501212

Website

http://www.myriadas.com/

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