Bridge the gap between athletes and long-term financial success

Provide athletes with the professional support system needed to turn their playing career earnings into lasting wealth — not just during their career, but beyond it.

For Advisors

Connect athletes to trusted, vetted professionals

Create a reliable pathway for athletes to access financial advisors, CPAs, and specialists who understand their unique financial landscape.

The Advisor Network is designed to place your services in front of student-athletes.

Membership provides financial professionals with direct visibility to student-athletes within the platform, along with tools to support engagement and client acquisition.

Advisor Network Intake

6 quick steps. All information is encrypted in transit and used only for vetting and background review.

Personal

Firm & School

Practice

Specialties

Background

References

Step 1 of 6

Personal Information

First Name * Middle Initial Last Name *

Preferred Name Email * Phone * LinkedIn Profile

City * State *

Step 2 of 6

Firm & School Affiliation

Firm Name * Role / Title Firm Website Years in Industry School Affiliation (Alumni) *List each school and graduation year, separated by commas.

Step 3 of 6

Practice Details

Client Minimums * Fee Structure * Fee Details

Step 4 of 6

Specialty Tags

Select all that apply. These drive how athletes find you in the directory.

Step 5 of 6

Background Check & Compliance

CRD / IARD NumberFINRA/SEC registration number, if applicable. Credentials / Designations Date of BirthUsed only for identity verification. State(s) Licensed Have you ever had a disclosure event (regulatory action, customer complaint, bankruptcy, felony, etc.)? Disclosure Explanation (if applicable)

Step 6 of 6

Client References

As part of our vetting process, Final Whistle Wealth would like to speak with a few of your current or former clients to hear about their experience working with you. Please provide at least two references below (a third is welcome but optional).

Important: Please get permission from each person before listing them. Let them know we may reach out, briefly explain who Final Whistle Wealth is, and make sure they're comfortable being contacted. We'll only reach out to references whose permission you've confirmed.

1 Reference #1 (required)

Full Name * Relationship * Email * Phone Years Working Together Best Time / Notes

2 Reference #2 (required)

Full Name * Relationship * Email * Phone Years Working Together Best Time / Notes

3 Reference #3 (optional)

Full Name Relationship Email Phone Years Working Together Best Time / Notes

Step 1 of 6

Application Received

Thanks for applying to the Final Whistle Wealth Advisor Network. We will review your submission and reach out within 5-7 business days with next steps on the background, compliance, and reference checks.