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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. 8, 2016
    • $177.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 281
      Accounts
    • $632.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
Kristin Renee Carlton
November 2009
Don Arthur Pace
August 2000
Michelle Renae Scarver
September 2002
Conrad J. Netting
October 1988
    There are no advisors from this firm to display at this time.

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Conrad J. Netting President/Chief Compliance Officer July, 2000 75% or more
    Don Arthur Pace Secretary July, 2000 10% to 25%
    Michelle Renae Scarver Vice President September, 2009 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees