| Date | Description |
|---|
| 2024-03-26 |
update person_description Karl Frank => Karl Frank |
| 2024-03-26 |
update person_title Cassidy Butler: Paraplanner => Member of the Client Care Team; Paraplanner, CFP® Certificant |
| 2023-09-15 |
insert person Quinn Marquez |
| 2023-06-06 |
delete person Joshua Rowe |
| 2023-03-28 |
update person_title Cassidy Butler: Member of the Client Care Team; Client Care Specialist => Paraplanner |
| 2023-02-24 |
insert cco Sharon Gaspar |
| 2023-02-24 |
insert coo Sharon Gaspar |
| 2023-02-24 |
update person_title Sharon Gaspar: Member of the Client Care Team; Assistant CCO / Director of Operations => CCO; Director of Operations; Chief Compliance Officer |
| 2022-11-21 |
insert person Cassidy Butler |
| 2022-10-20 |
update person_description Chad Harmon => Chad Harmon |
| 2022-06-16 |
insert person Joshua Rowe |
| 2022-04-15 |
delete person Nicole Hanneman |
| 2022-04-15 |
insert person Becky Skinner |
| 2022-04-15 |
update person_title Ashley Neumann: Member of the Client Care Team; Client Care Team Leader => Member of the Client Care Team; Client Care Manager |
| 2022-04-15 |
update person_title Sharon Gaspar: Member of the Client Care Team; Client Care Team Manager => Member of the Client Care Team; Assistant CCO / Director of Operations |
| 2021-12-14 |
update person_description Nicole Hanneman => Nicole Hanneman |
| 2021-12-14 |
update person_description Sharon Gaspar => Sharon Gaspar |
| 2021-12-14 |
update person_title Nicole Hanneman: Member of the Client Care Team; Member of Our Client Care Team; Client Care Specialist => Member of the Client Care Team; Registered Assistant; Member of Our Client Care Team |
| 2021-08-22 |
insert person Virginia Wu |
| 2021-05-19 |
delete person Bret Eberhardt |
| 2021-01-25 |
insert person Nicole Hanneman |
| 2020-01-11 |
update person_description Stacey Frank => Stacey Frank |
| 2020-01-11 |
update person_title Stacey Frank: Vice President; Chief Compliance Officer and Vice President for a & I Financial Services; Chief Compliance Officer, Vice President / Behavior Financial Advisor; Partner => Vice President; Vice President - Wealth Manager; Wealth Manager; Partner |
| 2019-07-13 |
delete person Kathie Macre |
| 2019-04-04 |
insert president Karl Frank |
| 2019-04-04 |
delete person Brad Hablutzel |
| 2019-04-04 |
insert person Anna Miller |
| 2019-04-04 |
insert person David Stevens |
| 2019-04-04 |
insert person Gay Bocks |
| 2019-04-04 |
insert person Kathie Macre |
| 2019-04-04 |
update person_description Karl Frank => Karl Frank |
| 2019-04-04 |
update person_description Stacey Frank => Stacey Frank |
| 2019-04-04 |
update person_title Bret Eberhardt: Financial Advisor; Wealth Manager => Partner / Wealth Manager; Partner |
| 2019-04-04 |
update person_title Chad Harmon: Financial Advisor; Wealth Manager => Partner / Wealth Manager; Partner |
| 2019-04-04 |
update person_title Francois Giguere: a & I Financial Services As an Associate; Financial Advisor => Financial Advisor; Cerified Financial Planner |
| 2019-04-04 |
update person_title Karl Frank: Leader; President of a & I Financial Services; Certified Financial Planner => Certified Financial Planner; President; Leader; President of a & I Financial Services; Partner |
| 2019-04-04 |
update person_title Sharon Gaspar: Member of Our Client; Client Care Specialist => Client Care Team Leader |
| 2017-10-09 |
delete person Clayton Shearer |
| 2017-08-24 |
delete person Stacie Lee |
| 2017-06-23 |
insert person Marla Mason |
| 2017-06-23 |
insert person Peter Lengsfeld |
| 2017-03-06 |
delete person Margo Ellis |
| 2017-03-06 |
update person_description Judson Cass => Judson Cass |
| 2016-07-18 |
delete person Pam Butler |
| 2016-06-20 |
insert person Dave Ramsey |
| 2016-01-20 |
insert person Clayton Shearer |
| 2015-12-09 |
insert person Pam Butler |
| 2015-12-09 |
insert person Roger Butler |
| 2015-10-19 |
delete person Aaron Hersch |
| 2015-09-20 |
delete person Heather Boor |
| 2015-09-20 |
insert person Sharon Gaspar |
| 2015-07-26 |
insert person Ashley Neumann |
| 2015-04-25 |
delete person Paul Krepinski |
| 2015-04-25 |
update person_title Margo Ellis: New Business Specialist for the Client Care Team Here at a & I Financial Services => Client Care Communications Specialist; Communications Specialist for the Client Care Team Here at a & I Financial Services |
| 2015-02-28 |
delete person Aaron Hersch |
| 2015-02-28 |
update person_description Chad Harmon => Chad Harmon |
| 2014-12-04 |
insert person Francois Giguere |
| 2014-12-04 |
insert person Heather Boor |
| 2014-12-04 |
insert person Margo Ellis |
| 2014-12-04 |
update person_description Stacey Frank => Stacey Frank |
| 2014-12-04 |
update person_description Stacie Lee => Stacie Lee |
| 2014-03-18 |
update person_description Stacie Lee => Stacie Lee |