Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on Oct. 10, 2017
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $1.1M
      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

11

name start date
Shane Michael Riley
June 2011
Diane Lynn Klein
March 2002
Elizabeth Ann Sydzyik
April 2008
Blake Alan Anderson
February 2014
James S Pittenger
August 2006

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniel L Anderson President/Cfo July, 1996 25% to 50%
    Blake Alan Anderson Investment Officer January, 2014 5% to 10%
    James S Pittenger Vice President January, 2014 5% to 10%
    Sue Ann Anderson Director July, 1996 less than 5%
    Julie Moreland Pittenger Director April, 1995 less than 5%
    Diane Lynn Klein Vice President/Chief Compliance Officer July, 2006 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Other