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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 Aug. 14, 2019
    • $952.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $322.5K
      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

17

name start date
Jason Douglas Ranallo
April 2017
John Edward Tenley
October 2014
Charles Amlie Gruys
June 2019
Kyle Collin Matkaitis
May 2017
Robert Paul Lawson
February 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Vector Insurance Services, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Todd Christopher Stueve Vice President December, 2009 less than 5%
      Tyler Jon Schelhaas Vice President December, 2013 less than 5%
      Daniel John Powers Vice President December, 2013 less than 5%
      Thomas Gifford Fee President/Manager January, 2017 less than 5%
      Suzanne Marie Klapperich Chief Compliance Officer January, 2017 less than 5%
      Sharon Lee Calhoun Vice President/Secretary January, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees