Ministry Partners Securities, LLC logo

Ministry Partners Securities, LLC

Updated today

Client assets under management

$10,802,313

Clients

108

34% high-net-worth

Advisors

6

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

18

Very Low

Average account size

$100,021

About

Ministry Partners Securities, LLC serves individuals (including high‑net‑worth clients), trusts, estates, churches and other faith‑based organizations, and participants in qualified retirement plans such as 403(b)s. The firm offers comprehensive financial planning and consulting—covering retirement, estate, tax and charitable‑giving topics—while also acting as a solicitor and referral source to third‑party asset managers and providing brokerage and insurance products through its broker‑dealer activities.

MPS states an explicitly Christian approach to stewardship and incorporates clients’ religious or ethical values into investment recommendations and screening, then tailors plans to each client’s income, net worth, age and objectives. Rather than directly managing most individual accounts in‑house, the firm refers clients to selected third‑party managers (for example Camelot Portfolios, AssetMark and Harvest Investment), monitors those relationships and delivers ongoing advice and planning services while receiving a portion of the third‑party managers’ advisory fees.

Compared with many team advisers, MPS is atypical in being dually registered as both a state‑registered investment adviser and a FINRA broker‑dealer, and several representatives are separately licensed to sell insurance—activities that can produce commission‑based compensation in addition to asset‑based advisory fees. The firm is affiliated with Ministry Partners Investment Company (a credit‑union‑owned parent) and may recommend parent‑issued securities, and it discloses an SEC enforcement action in 2024 relating to Form CRS delivery requirements.

Client services

Financial planning Selection of other advisers Referral to third-party money managers

Expertise

Social Security optimization Charitable giving & philanthropy General retirement planning Cash flow / budgeting

Occupation focus

Founder/Business Owner

Demographic focus

Christian Faith Based

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fees range from $400 to $1,600 depending on plan type.

Percentage

$0 - $49,999: 1.90% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.65% $250,000 - $499,999: 1.65% $500,000 - $749,999: 1.65% $750,000 - $999,999: 1.60% $1,000,000+: up to 2.20% (varies by program and account)

Commissions

Commissions may be received from insurance products sold through representatives acting as insurance agents.

Project-based

Hourly consultation fee of $165 per hour.

Other

Account minimum: $25,000 (minimum client deposit; $50,000 recommended) Fee-only: Financial planning fees from $400 to $1,600 depending on plan complexity; annual review fees from $100 to $400; hourly consulting fee $165/hour.

Main office location

Ministry Partners Securities, LLC

One Pointe Dr.,, Suite 205

Brea CA 92821, United States

Number of offices

4

Most active in

California · Idaho · Illinois · Oregon · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bruce T

CFP®, Series 66

Brea, CA

Ministry Partners Securities, LLC

Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Social Security optimization Charitable giving & philanthropy General retirement planning Cash flow / budgeting Founder/Business Owner Christian Faith Based
user avatar

Brian S

Series 63, Series 65

Yulee, FL

Ministry Partners Securities, LLC

Brian Sweeney is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with several firms including BG Worldwide Securities Inc., Honey Badger Investment Securities, LLC, and Cadaret, Grant & Co., Inc. In addition to his advisory roles, Sweeney provides compliance consulting services to multiple FINRA member firms and registered investment advisors and is also an attorney offering legal services including securities representation and pro bono work. He is involved in business consulting and intellectual property development as an author and speaker. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, incorporating clients’ religious or ethical values into financial planning and investment recommendations. The firm provides comprehensive planning and acts as a referral source to third-party asset managers while offering brokerage and insurance products through its broker-dealer activities.

Social Security optimization Charitable giving & philanthropy General retirement planning Cash flow / budgeting Founder/Business Owner Christian Faith Based
user avatar

Darren T

Series 66

Brea, CA

Ministry Partners Securities, LLC

Darren Thompson is a Series 66 licensed advisor with Ministry Partners Securities, LLC and has two years of industry experience. He serves as President and CEO of Ministry Partners Investment Company, which focuses on church financing and business lending. Prior to his current roles, he worked at Americas Christian Credit Union for eleven years. Ministry Partners Securities, LLC provides financial planning and consulting to individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious and ethical values into investment recommendations and primarily refers clients to third-party asset managers while offering ongoing advice and planning services.

Social Security optimization Charitable giving & philanthropy General retirement planning Cash flow / budgeting Founder/Business Owner Christian Faith Based
user avatar

Andrew P

Series 63, Series 66

Brea, CA

Ministry Partners Securities, LLC

Andrew Papp is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2014 and concurrently at ACP Financial since 2005. Outside of his advisory work, he occasionally preaches at churches and plays drums in live bands. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm primarily refers clients to selected third-party asset managers while providing ongoing advice and planning tailored to clients’ religious or ethical values and financial objectives.

Social Security optimization Charitable giving & philanthropy General retirement planning Cash flow / budgeting Founder/Business Owner Christian Faith Based
user avatar

Joseph T

Series 63, Series 65

Brea, CA

Ministry Partners Securities, LLC

Joseph Turner is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2013 and previously spent eight years at Ministry Partners Investment Co. Turner serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance, contributing to business operations and strategic planning. Ministry Partners Securities serves individuals, trusts, estates, churches, and faith-based organizations, providing financial planning and consulting with an emphasis on integrating clients’ religious or ethical values into investment strategies. The firm refers clients to selected third-party asset managers and delivers ongoing advice while maintaining a dual registration as both an investment adviser and broker-dealer.

Social Security optimization Charitable giving & philanthropy General retirement planning Cash flow / budgeting Founder/Business Owner Christian Faith Based
user avatar

Virginia H

Series 66

Brea, CA

Ministry Partners Securities, LLC

Virginia Havens is a financial advisor at Ministry Partners Securities, LLC with 19 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm incorporates clients’ religious or ethical values into investment recommendations and primarily refers clients to third-party asset managers while providing ongoing advice and planning services.

Social Security optimization Charitable giving & philanthropy General retirement planning Cash flow / budgeting Founder/Business Owner Christian Faith Based
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")