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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 7, 2016
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 10K
      Accounts
    • $147.8K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

165

name start date
Edward Augustin Orgeron
October 2005
Karine Renee Beard
August 2009
Aaron Jussi Thomas
June 2012
David Wilson Mcadams
January 2011
James Michael Marsden
May 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Wfg Investments, Inc. Broker-Dealer $21,260,630

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Wilson Williams President September, 2007 less than 5%
      Claude Rufus Connelly Chief Operating Officer December, 2012 less than 5%
      Edward Richard Kern Chief Financial Officer February, 2014 less than 5%
      Robert Philip Schlangen Chief Compliance Officer August, 2014 less than 5%
      Thomas David Kowalczyk Senior Vice President March, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees