| Date | Description |
|---|
| 2023-09-16 |
delete person Sarah Banister |
| 2023-08-14 |
delete person Halie Smith |
| 2023-01-23 |
delete person Olivia Mueller |
| 2023-01-23 |
update person_title Halie Smith: Branch Operations Manager => Compliance Officer & LPL Registered Principal |
| 2022-12-22 |
delete person Sherri Gordon |
| 2022-10-19 |
insert person Sarah Banister |
| 2022-10-19 |
insert person Sherri Gordon |
| 2022-07-17 |
delete ceo Brett Lange |
| 2022-07-17 |
delete founder Brett Lange |
| 2022-07-17 |
delete person Matthew Bruce |
| 2022-07-17 |
update person_title Brett Lange: Co - Founder; Managing Partner => Wealth Consultant / CCO / Managing Partner |
| 2022-07-17 |
update person_title Callie Line: Director of Operations => Client Service Manager; Director of Operations |
| 2022-07-17 |
update person_title David Brozenic: Financial Advisor; First Advisors => Wealth Consultant; First Advisors |
| 2022-07-17 |
update person_title Joshua Lewis: Financial Advisor => Wealth Advisor |
| 2022-07-17 |
update person_title Patt Stansberry: Financial Advisor => Wealth Advisor |
| 2022-07-17 |
update person_title Ryan Mueller: Financial Advisor => Wealth Advisor |
| 2022-07-17 |
update person_title Sarah Blumer: Client Services Associate => Branch Marketing Assistant |
| 2022-07-17 |
update person_title Tom Blumer: Co - Founder; Managing Partner => Wealth Consultant / Branch Manager / Managing Partner; Co - Founder; Managing Partner |
| 2022-07-17 |
update person_title Tracie Caplinger: Executive; Operations Assistant => Client Service Specialist |
| 2021-09-04 |
insert person Halie Smith |
| 2021-08-01 |
insert person Joshua Lewis |
| 2021-06-27 |
delete personal_emails st..@vwealth.com |
| 2021-06-27 |
delete person Steve Pavlovic |
| 2020-06-17 |
update person_description David Brozenic => David Brozenic |
| 2020-05-18 |
insert coo Callie Line |
| 2020-05-18 |
delete person Dara Summers |
| 2020-05-18 |
update person_description Aaron Herwig => Aaron Herwig |
| 2020-05-18 |
update person_description Callie Line => Callie Line |
| 2020-05-18 |
update person_description Olivia Mueller => Olivia Mueller |
| 2020-05-18 |
update person_description Tracie Caplinger => Tracie Caplinger |
| 2020-05-18 |
update person_title Callie Line: null => Director of Operations |
| 2020-05-18 |
update person_title Olivia Mueller: null => Administrative Assistant |
| 2020-05-18 |
update person_title Tracie Caplinger: null => Executive; Operations Assistant |
| 2019-12-14 |
update person_title Thomas E. Blumer: Co - Founder; Wealth Advisor and Managing Partner at V Wealth Management; Branch Manager; Managing Partner => Co - Founder; Managing Partner - Wealth Advisor; Wealth Advisor and Managing Partner at V Wealth Management; Managing Partner |
| 2019-09-14 |
update person_description Jeff Wilkinson => Jeff Wilkinson |
| 2019-09-14 |
update person_title Jeff Wilkinson: null => Financial Advisor |
| 2019-08-15 |
insert personal_emails da..@vwealth.com |
| 2019-08-15 |
insert personal_emails je..@vwealth.com |
| 2019-08-15 |
insert personal_emails st..@vwealth.com |
| 2019-08-15 |
delete person Diana Dean |
| 2019-08-15 |
delete person Nancy Doll |
| 2019-08-15 |
insert person Aaron Herwig |
| 2019-08-15 |
insert person Dave Rainey |
| 2019-08-15 |
insert person Jeff Wilkinson |
| 2019-08-15 |
insert person Johnathan Hines |
| 2019-08-15 |
insert person Steve Todd |
| 2019-08-15 |
insert person Victor Hurlbert |
| 2019-08-15 |
update person_description Brett A. Lange => Brett A. Lange |
| 2019-08-15 |
update person_description Daniel D. Cherra => Daniel D. Cherra |
| 2019-08-15 |
update person_title Callie Line: Administrative Assistant => null |
| 2019-08-15 |
update person_title Chris Klick: Wealth Advisor => Financial Advisor |
| 2019-08-15 |
update person_title Dara Summers: Business and Technology Coordinator => Office Manager |
| 2019-08-15 |
update person_title David Brozenic: Wealth Advisor => Financial Advisor |
| 2019-08-15 |
update person_title Jordan Rider: Wealth Advisor for V Wealth Management LLC => Wealth Advisor for V Wealth Management LLC; Financial Advisor |
| 2019-08-15 |
update person_title Preston Klick: Wealth Advisor => Financial Advisor |
| 2019-08-15 |
update person_title Richard H. Meyer: Wealth Advisor at V Wealth Management => Wealth Advisor at V Wealth Management; Financial Advisor |
| 2019-08-15 |
update person_title Scott P. Connors: Wealth Advisor at V Wealth Management; Wealth Advisor => Wealth Advisor at V Wealth Management; Financial Advisor; Wealth Advisor |
| 2019-08-15 |
update person_title Stephanie Gantt: Financial Advisor at V Wealth Management; Wealth Advisor => Financial Advisor at V Wealth Management; Financial Advisor |
| 2019-08-15 |
update person_title Tracie Caplinger: Service Assistant => null |
| 2019-08-15 |
update person_title Tye R. Martin: Wealth Advisor at V Wealth Management => Financial Advisor; Senior Wealth Advisor at V Wealth Management |
| 2019-05-15 |
delete personal_emails br..@instrumentaladvisors.com |
| 2019-05-15 |
delete personal_emails er..@vwealth.com |
| 2019-05-15 |
delete personal_emails je..@vwealth.com |
| 2019-05-15 |
delete personal_emails pa..@lpl.com |
| 2019-05-15 |
delete personal_emails pa..@instrumentaladvisors.com |
| 2019-05-15 |
delete personal_emails su..@vwealth.com |
| 2019-05-15 |
delete person D.J. Balzer |
| 2019-05-15 |
delete person Eric Wymore |
| 2019-05-15 |
delete person Grant Trimble |
| 2019-05-15 |
delete person Jeb Graham |
| 2019-05-15 |
delete person Patricia Lucas |
| 2019-05-15 |
delete person Patti Payne |
| 2019-05-15 |
delete person Susan Friend |
| 2019-04-06 |
delete personal_emails de..@vwealth.com |
| 2019-04-06 |
delete personal_emails do..@lpl.com |
| 2019-04-06 |
delete person Debra Shultz |
| 2019-04-06 |
delete person Don Swartz |
| 2019-04-06 |
delete person Jeff Wetta |
| 2018-10-16 |
delete coo Debbie Eckhoff |
| 2018-10-16 |
delete personal_emails de..@vwealth.com |
| 2018-10-16 |
delete person Debbie Eckhoff |
| 2017-11-02 |
insert personal_emails do..@lpl.com |
| 2017-11-02 |
insert personal_emails su..@vwealth.com |
| 2017-11-02 |
insert person Don Swartz |
| 2017-11-02 |
insert person Susan Friend |
| 2017-11-02 |
update person_description Patricia Lucas => Patricia Lucas |
| 2017-11-02 |
update person_title Patricia Lucas: Wealth Advisor, Lucas Wealth Strategies => Wealth Advisor, Lucas Wealth Strategies; Owner of Lucas Wealth Strategies |
| 2017-09-27 |
insert personal_emails st..@vwealth.com |
| 2017-09-27 |
insert person Steve Pavlovic |
| 2017-06-07 |
update person_description Thomas E. Blumer => Thomas E. Blumer |
| 2017-06-07 |
update person_title Richard H. Meyer: Managing Member - Wealth Advisor; Wealth Advisor and Partner at V Wealth Management => Wealth Advisor at V Wealth Management |
| 2017-06-07 |
update person_title Scott P. Connors: Partner - Wealth Advisor; Wealth Advisor => Wealth Advisor at V Wealth Management; Wealth Advisor |
| 2017-06-07 |
update person_title Tye R. Martin: Managing Member - Wealth Advisor; Wealth Advisor and Partner at V Wealth Management => Senior Wealth Advisor at V Wealth Management |
| 2017-04-04 |
delete personal_emails ma..@vwealth.com |
| 2017-04-04 |
delete person Brian D. Copeland |
| 2017-04-04 |
delete person Carol L. Rogers |
| 2017-04-04 |
delete person Kathy A. Harris |
| 2017-04-04 |
delete person Laura J. Boedges |
| 2017-04-04 |
delete person Marc Wilborn |
| 2017-04-04 |
delete person Neal Furlong |
| 2017-04-04 |
delete person Omar R. Qureshi |
| 2017-04-04 |
delete person Shannon D. Workman |
| 2017-04-04 |
delete person V. Kathy Goossens |
| 2017-01-08 |
delete person R. Joseph Groebl |
| 2017-01-08 |
delete person Tim Groebl |
| 2016-11-30 |
delete personal_emails jo..@vwealth.com |
| 2016-11-30 |
delete person Joshua Jones |
| 2016-11-30 |
delete person Phil Paschang |
| 2016-08-26 |
delete cmo Kim Black |
| 2016-08-26 |
delete person Geoffrey A. Lanceley |
| 2016-08-26 |
delete person Kevin J. Herne |
| 2016-08-26 |
delete person Kim Black |
| 2016-08-26 |
delete person Lance G. Moreland |
| 2016-08-26 |
delete person Larry J. Smith |
| 2016-08-26 |
delete person Maris Panjada |
| 2016-07-01 |
insert personal_emails pa..@lpl.com |
| 2016-07-01 |
insert person Patricia Lucas |
| 2016-07-01 |
update person_title Richard H. Meyer: Partner - Wealth Advisor; Wealth Advisor and Partner at V Wealth Management => Managing Member - Wealth Advisor; Wealth Advisor and Partner at V Wealth Management |
| 2016-07-01 |
update person_title Tye R. Martin: Partner - Wealth Advisor; Wealth Advisor and Partner at V Wealth Management => Managing Member - Wealth Advisor; Wealth Advisor and Partner at V Wealth Management |
| 2016-02-04 |
delete person Victoria Piatczyc |
| 2016-01-07 |
insert personal_emails tr..@vwealth.com |
| 2016-01-07 |
delete person Martin A. Cramer |
| 2016-01-07 |
insert person Tracie Caplinger |
| 2016-01-07 |
update person_title Thomas E. Blumer: Managing Partner - Wealth Advisor; Wealth Advisor and Managing Partner at V Wealth Management => Wealth Advisor and Managing Partner at V Wealth Management; Branch Manager |
| 2015-08-22 |
delete personal_emails br..@vwealth.com |
| 2015-08-22 |
insert personal_emails br..@instrumentaladvisors.com |
| 2015-08-22 |
insert person Maris Panjada |
| 2015-08-22 |
update person_description Brian D. Copeland => Brian D. Copeland |
| 2015-08-22 |
update person_title Nancy Doll: Transition Specialist => Registered Assistant |
| 2015-07-03 |
insert personal_emails pa..@instrumentaladvisors.com |
| 2015-07-03 |
delete person Patrick Rice |
| 2015-07-03 |
insert person Patricia Payne |
| 2015-06-02 |
insert person Neal Furlong |
| 2015-06-02 |
insert person Shannon D. Workman |
| 2015-04-04 |
insert cmo Kim Black |
| 2015-04-04 |
delete person Adam Borst |
| 2015-04-04 |
delete person Cathy Breithaupt |
| 2015-04-04 |
delete person David Willbrant |
| 2015-04-04 |
insert person Kim Black |
| 2014-03-10 |
update person_description Adam Borst => Adam Borst |
| 2014-03-10 |
update person_description Brett A. Lange => Brett A. Lange |
| 2014-03-10 |
update person_description Callie Line => Callie Line |
| 2014-03-10 |
update person_description Cathy Breithaupt => Cathy Breithaupt |
| 2014-03-10 |
update person_description Chris Klick => Chris Klick |
| 2014-03-10 |
update person_description D.J. Balzer => D.J. Balzer |
| 2014-03-10 |
update person_description Daniel D. Cherra => Daniel D. Cherra |
| 2014-03-10 |
update person_description Dara Summers => Dara Summers |
| 2014-03-10 |
update person_description David Brozenic => David Brozenic |
| 2014-03-10 |
update person_description David Willbrant => David Willbrant |
| 2014-03-10 |
update person_description Diana Dean => Diana Dean |
| 2014-03-10 |
update person_description Eric Wymore => Eric Wymore |
| 2014-03-10 |
update person_description Grant Trimble => Grant Trimble |
| 2014-03-10 |
update person_description Jeb Graham => Jeb Graham |
| 2014-03-10 |
update person_description Jeff Wetta => Jeff Wetta |
| 2014-03-10 |
update person_description Jordan Rider => Jordan Rider |
| 2014-03-10 |
update person_description Joshua Jones => Joshua Jones |
| 2014-03-10 |
update person_description Martin A. Cramer => Martin A. Cramer |
| 2014-03-10 |
update person_description Nancy Doll => Nancy Doll |
| 2014-03-10 |
update person_description Phil Paschang => Phil Paschang |
| 2014-03-10 |
update person_description Preston Klick => Preston Klick |
| 2014-03-10 |
update person_description Richard H. Meyer => Richard H. Meyer |
| 2014-03-10 |
update person_description Scott P. Connors => Scott P. Connors |
| 2014-03-10 |
update person_description Stephanie Gantt => Stephanie Gantt |
| 2014-03-10 |
update person_description Thomas E. Blumer => Thomas E. Blumer |
| 2014-03-10 |
update person_description Tye R. Martin => Tye R. Martin |
| 2014-02-04 |
update person_description Adam Borst => Adam Borst |
| 2014-02-04 |
update person_description Brett A. Lange => Brett A. Lange |
| 2014-02-04 |
update person_description Callie Line => Callie Line |
| 2014-02-04 |
update person_description Cathy Breithaupt => Cathy Breithaupt |
| 2014-02-04 |
update person_description Chris Klick => Chris Klick |
| 2014-02-04 |
update person_description D.J. Balzer => D.J. Balzer |
| 2014-02-04 |
update person_description Daniel D. Cherra => Daniel D. Cherra |
| 2014-02-04 |
update person_description Dara Summers => Dara Summers |
| 2014-02-04 |
update person_description David Brozenic => David Brozenic |
| 2014-02-04 |
update person_description David Willbrant => David Willbrant |
| 2014-02-04 |
update person_description Diana Dean => Diana Dean |
| 2014-02-04 |
update person_description Eric Wymore => Eric Wymore |
| 2014-02-04 |
update person_description Grant Trimble => Grant Trimble |
| 2014-02-04 |
update person_description Jeb Graham => Jeb Graham |
| 2014-02-04 |
update person_description Jeff Wetta => Jeff Wetta |
| 2014-02-04 |
update person_description Jordan Rider => Jordan Rider |
| 2014-02-04 |
update person_description Joshua Jones => Joshua Jones |
| 2014-02-04 |
update person_description Martin A. Cramer => Martin A. Cramer |
| 2014-02-04 |
update person_description Nancy Doll => Nancy Doll |
| 2014-02-04 |
update person_description Phil Paschang => Phil Paschang |
| 2014-02-04 |
update person_description Preston Klick => Preston Klick |
| 2014-02-04 |
update person_description Richard H. Meyer => Richard H. Meyer |
| 2014-02-04 |
update person_description Scott P. Connors => Scott P. Connors |
| 2014-02-04 |
update person_description Stephanie Gantt => Stephanie Gantt |
| 2014-02-04 |
update person_description Thomas E. Blumer => Thomas E. Blumer |
| 2014-02-04 |
update person_description Tye R. Martin => Tye R. Martin |
| 2013-12-10 |
update person_title Callie Line: Staff Member => Administrative Assistant |
| 2013-12-10 |
update person_title David Willbrant: Staff Member => Administrative Assistant |
| 2013-12-10 |
update person_title Diana Dean: Staff Member => Administrative Assistant |
| 2013-12-10 |
update person_title Eric Wymore: Investment Advisor => Wealth Advisor |
| 2013-12-10 |
update person_title Jordan Rider: Investment Adviser for V Wealth Management LLC; Investment Advisor => Wealth Advisor for V Wealth Management LLC |
| 2013-11-11 |
delete person David Mace |
| 2013-10-14 |
insert person Joshua Jones |
| 2013-07-09 |
delete person Andrew (Drew) Scianna |
| 2013-07-09 |
delete person Mike Suellentrop |
| 2013-07-09 |
insert person Grant Trimble |
| 2013-07-09 |
insert person Phil Paschang |
| 2013-07-09 |
update person_description Dan Cherra => Daniel D. Cherra |
| 2013-05-28 |
insert personal_emails ch..@vwealth.com |