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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 18, 2017
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $176.3K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

35

name start date
Dee Ann Rippetoe
August 2009
Lee Colwell
March 2012
Sunny Kishor Patel
April 2016
Donna Jean Chism
March 2006
Ashley Chandler Cross
July 2014

    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
      Claude Rufus Connelly Chief Operating Officer December, 2012 less than 5%
      Edward Richard Kern Chief Financial Officer February, 2014 less than 5%
      Thomas David Kowalczyk Senior Vice President March, 2014 less than 5%
      David Wilson Williams President/Chief Compliance Officer September, 2007 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees