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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 7, 2019
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $1.3M
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

22

name start date
James Andrew Concannon
April 2005
Walter Carl Gross
January 1999
Dean P. Weseli
June 2019
Susan Michelle Jann
May 2016
Brett Dean Mckamey
January 1999

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Brett Dean Mckamey President And Coo June, 2003 10% to 25%
    Gregory William Goelzer Chairman And Ceo June, 2003 10% to 25%
    Neal Andrew Smith Owner May, 2008 5% to 10%
    James Andrew Concannon Owner November, 2009 5% to 10%
    Debra Ann Rynerson Financial Operations Principal August, 2008 less than 5%
    Jeffrey Adam Bush Chief Compliance Officer December, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees