H.D. Vest Technology Services provides a range of investment products and financial planning services. It offers securities traded over-the-counter and on exchanges. The firm s financial planning services include retirement, education, estate and long-term care planning. Additionally, it offers a wide range of investment products that include mutual funds, fixed-income investments, unit investment trusts, foreign securities, limited partnerships and options. The firm also offers various lending products that include mortgages, home equity loans and small business loans. H.D. Vest Financial Services, founded in 1983, is a nonbank subsidiary of Wells Fargo and Company. It is headquartered in Irving, Texas.