| Date | Description |
|---|
| 2022-05-15 |
delete person Sheila Linskens |
| 2022-05-15 |
update person_title Katie Albrecht: Administrative Assistant => Client Services Specialist |
| 2021-12-02 |
insert personal_emails ba..@lfgplanners.com |
| 2021-12-02 |
insert personal_emails je..@lfgplanners.com |
| 2021-12-02 |
insert personal_emails ka..@lfgplanners.com |
| 2021-12-02 |
insert personal_emails mi..@lfgplanners.com |
| 2021-12-02 |
insert personal_emails ni..@lfgplanners.com |
| 2021-12-02 |
delete person Kylee De Boer |
| 2021-12-02 |
delete person Lexy Weers |
| 2021-12-02 |
delete person Michael Reysack |
| 2021-12-02 |
insert person Barb Ruegsegger |
| 2021-12-02 |
insert person Jenny Lough |
| 2021-12-02 |
insert person Lana Snyder |
| 2021-12-02 |
insert person Miranda Clark |
| 2021-12-02 |
insert person Nick Hemsted |
| 2021-12-02 |
update person_description Tamara Smith => Tamara Smith |
| 2021-12-02 |
update person_title Jodi Baker: Relationship Manager; Advisor => Advisor; Financial Paraplanner Qualified Professional |
| 2021-08-02 |
delete person Dirk Johnston |
| 2021-07-02 |
delete person Eric Danner |
| 2021-05-30 |
delete person Kathy Krogmeier |
| 2021-04-12 |
delete person Brooke Raley |
| 2021-04-12 |
update person_description Rachel Wood => Rachel Wood |
| 2021-02-18 |
delete person Clarissa Kraayenbrink |
| 2021-02-18 |
insert person Madison Nelson |
| 2021-02-18 |
insert person Michael Reysack |
| 2021-02-18 |
update person_description Dirk Johnston => Dirk Johnston |
| 2021-02-18 |
update person_title Dirk Johnston: Relationship Manager; Advisor; Legacy in 2018 As a Relationship Manager => Financial Advisor; Advisor |
| 2021-02-18 |
update person_title Katie Albrecht: null => Administrative Assistant |
| 2021-02-18 |
update person_title Kylee De Boer: Administrative Assistant => Client Services Specialist |
| 2021-02-18 |
update person_title Scott Arnburg: Financial Advisor; Advisor; Chief Compliance Officer => Financial Advisor; Advisor |
| 2021-01-18 |
delete person Judi White |
| 2021-01-18 |
delete person Wyatt K. Earp |
| 2021-01-18 |
insert person Katie Albrecht |
| 2021-01-18 |
update person_description Scott Arnburg => Scott Arnburg |
| 2021-01-18 |
update person_title Scott Arnburg: Financial Advisor; Advisor => Financial Advisor; Advisor; Chief Compliance Officer |
| 2020-10-02 |
insert ceo Chad Terry |
| 2020-10-02 |
insert person Chad Terry |
| 2020-10-02 |
update person_title Kylee De Boer: Receptionist => Administrative Assistant |
| 2020-07-26 |
delete person Edina Peck |
| 2020-07-26 |
insert person Kylee De Boer |
| 2020-07-26 |
update person_description Rachel Wood => Rachel Wood |
| 2020-07-26 |
update person_title Brooke Raley: Client Services Specialist => Project Manager & Trader |
| 2020-07-26 |
update person_title Lexy Weers: Client Services Specialist => Client Services Manager |
| 2020-06-25 |
insert person Jodi Baker |
| 2020-05-26 |
update person_title Clarissa Kraayenbrink: Receptionist => Client Services Specialist / Marketing Assistant |
| 2020-05-26 |
update person_title Rachel Wood: Financial Advisor; Advisor => Advisor; Partner |
| 2020-04-25 |
delete person Cody Runyon |
| 2019-11-24 |
delete person Adam Manguno |
| 2019-11-24 |
delete person Penny Hein |
| 2019-11-24 |
insert person Clarissa Kraayenbrink |
| 2019-11-24 |
insert person Wyatt K. Earp |
| 2019-10-24 |
delete person Lexy Greiner |
| 2019-10-24 |
insert person Andrew Smithson |
| 2019-10-24 |
insert person Cody Runyon |
| 2019-10-24 |
insert person Eric Danner |
| 2019-10-24 |
insert person Lexy Weers |
| 2019-05-22 |
delete person Katie Berger |
| 2019-05-22 |
delete person Tyler (TC) Conley |
| 2019-05-22 |
update person_title Brooke Raley: Administrative Assistant => Client Services Specialist |
| 2019-05-22 |
update person_title Penny Hein: Client Services Specialist => Administrative Assistant |
| 2019-05-22 |
update person_title Scott Nelson: Advisor => Financial Advisor; Advisor |
| 2019-05-22 |
update person_title Tamara Smith: Advisor => Financial Advisor; Advisor |
| 2018-07-26 |
delete person Alex Welch |
| 2018-07-26 |
insert person Lexy Greiner |
| 2018-02-28 |
delete person Edina Muheijic |
| 2018-02-28 |
insert person Edina Muheljic |
| 2016-01-12 |
delete person Kelsey Kuehl |
| 2013-12-24 |
delete person Chanda Rydl |