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Overview

Articles

Insights

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

Assets

Assets

Last updated on Sept. 22, 2019
    • $3.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 25K
      Accounts
    • $126.5K
      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

36

name start date
Derek Robert Prusa
July 2016
Jade Aaron Rossback
January 2015
Stephen Jay Witte
September 2016
Reid Owen Schmideler
April 2019
Mark Alan Henry
November 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Retirement Wealth Advisors, Inc. IAR $0

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jason Robert Wenk Managing Member / Executive Director Of Product Development / Strategic Consultant September, 2018 25% to 50%
      Stephen Walker Odom Member January, 2015 10% to 25%
      Steven Monroe Craig Member January, 2015 10% to 25%
      Joel Gerald Vanwoerkom Managing Member/ President September, 2018 10% to 25%
      Robert Michael Lester Member November, 2018 5% to 10%
      Jason Michael Crump Managing Member/ Chief Executive Officer (Ceo) September, 2018 5% to 10%
      James Walter Ward Chief People Officer September, 2018 less than 5%
      Diane Marie Ferris Chief Financial Officer / Chief Administration Officer / Secretary / Treasurer September, 2018 less than 5%
      Stephen Abraham Ashton Member January, 2015 less than 5%
      Edward William Nolan Member January, 2015 less than 5%
      Brandon David George Member January, 2015 less than 5%
      Andrew Alden Craig Member January, 2015 less than 5%
      Danielle Lynne Tyler Chief Compliance Officer November, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Subscription Fees
        • Other