Magellan Financial & Insurance Services, Inc. Email Format

Financial ServicesKansas, United States51-200 Employees

Magellan Financial & Insurance Services operates in the financial services sector by selectively partnering with independent advisory practices to provide strategic guidance, access to capital resources, and multi-channel marketing support. These offerings are designed to help advisory teams grow, improve profitability, and strengthen their position in the market. The firm collaborates with an affiliated SEC-registered RIA, Foundations Investment Advisors, as part of its service model.

Headquartered in Topeka, Kansas, Magellan frames its approach around independence and targeted marketing to support independent advisors. In August 2023, the company named Andrew Formica as chairman, a leadership development noted in industry outlets.

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