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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on June 30, 2017
    • $5.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 16K
      Accounts
    • $352.9K
      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

156

name start date
George Eldon Andrews
August 2011
David Alan Wallace
December 1997
Brian Scott Goldsmith
November 1999
Lesley Diane Orr
March 2003
Beverly Ann Destefano
February 2008

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Russell Dale Crosson President-Elected Manager June, 2002 5% to 10%
    Ronald Wayne Blue Owner Of Class B Llc Membership Units November, 1979 less than 5%
    Peter Zack Fulmer Sr. Private Wealth Advisor, Management Committee Member December, 2015 less than 5%
    Derek Vincent Irish Sr. Private Wealth Advisor, Management Committee Member January, 2015 less than 5%
    Aaron Cleve Klopfenstein Managing Director, Management Committee Member February, 2014 less than 5%
    Heather Lea Thornburgh Chief Compliance Officer, Management Committee Member February, 2014 less than 5%
    Patricia C Warren Vp Team Resources, Management Committee Member January, 2009 less than 5%
    Brian Lowell Shepler Cfo, Evp Client Services, Management Committee Member June, 2002 less than 5%
    Deborah Kay Kimery Sec. Of Llc, Evp Operations, Chairperson-Management Committee June, 2002 less than 5%
    Don M Christensen Evp Professional Athlete Division, Management Committee Member January, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other