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Overview

Articles

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Feb. 12, 2020
    • $211.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 865
      Accounts
    • $244.2K
      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

12

name start date
Daniel David Thomason
October 2017
Brooke Ashley Huckert
May 2019
Steven David Stock
June 2018
Paul Brian Jackson
July 2011
Mark David Brezina
June 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Allen Wegner President January, 2017 75% or more
    Paul Brian Jackson Chief Compliance Officer March, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges