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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on June 16, 2019
    • $2.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $261.3K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Firm Client types

Advisors

Current Advisors

# of advisors

28

name start date
Jack Dugan, MSBA, CFP®, AIF®
February 2008
Brian Kennedy Sauter
January 2011
Bryan Benjamin Ross
May 2017
Allison Jo Alley
February 2015
Michael Lee Fenison
October 2007

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Lee Fenison Chairman Of The Board March, 2007 75% or more
    Paul Martin Miller Coo November, 2012 5% to 10%
    Joseph Dennis Anderson President November, 2012 5% to 10%
    Alan Robert Clopine Ceo & Cfo March, 2011 5% to 10%
    Danielle Luv Martin Cco May, 2014 less than 5%
      Source: SEC

      Fees

      Fee Only Firm
      $
      This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees