Date | Description |
2023-09-15 |
update person_description John Jacobson => John Jacobson |
2023-09-15 |
update person_description Matthew Evers => Matthew Evers |
2023-09-15 |
update person_description Pamela Brown => Pamela Brown |
2023-09-15 |
update person_description Scott Wolf => Scott Wolf |
2023-09-15 |
update person_title Carmen Campana: Managing Director; Managing Director RICP® => Managing Director |
2023-09-15 |
update person_title Doug Flink: General Agent, CEO, CLU®, ChFC® => CEO, CLU®, ChFC® |
2023-09-15 |
update person_title John Jacobson: Financial Advisor, CLU, ChFC => Financial Advisor |
2023-09-15 |
update person_title Scott Wolf: Associate General Agent, President, CLU®, ChFC®, CASL® => Associate General Agent, President |
2023-09-15 |
update person_title Stephen Shealy: Director of Wealth Management, CFP®, RICP®; Director of Wealth Management => Director of Wealth Management |
2023-06-27 |
delete personal_emails an..@fosterklima.com |
2023-06-27 |
delete person Anthoney Moore |
2023-04-02 |
delete personal_emails ke..@fosterklima.com |
2023-04-02 |
delete person Kelsey Wortman |
2023-04-02 |
update person_title Carmen Campana: Managing Director => Managing Director; Managing Director RICP® |
2023-02-18 |
insert personal_emails ke..@fosterklima.com |
2023-02-18 |
insert personal_emails wi..@fosterklima.com |
2023-02-18 |
insert person Kelsey Wortman |
2023-02-18 |
insert person Will McGinley |
2023-01-04 |
insert person Christy Tabias |
2023-01-04 |
update person_description Dale Forsythe => Dale Forsythe |
2023-01-04 |
update person_description Jon Marker => Jon Marker |
2023-01-04 |
update person_title Dale Forsythe: Disability Income Specialist, Field Representative, the Guardian Life Insurance Company of America ( Guardian ), New York, NY; Disability Income Specialist => Disability Income Specialist |
2023-01-04 |
update person_title Erik Bohn: null => Financial Advisor |
2023-01-04 |
update person_title Jean Hegarty: null => Financial Advisor |
2023-01-04 |
update person_title Joe Brown: Financial Representative => Registered Representative |
2023-01-04 |
update person_title Jon Marker: null => Financial Advisor |
2023-01-04 |
update person_title Jonathan Drewes: null => Financial Advisor |
2023-01-04 |
update person_title Richard Wallace: Financial Representative => null |
2023-01-04 |
update person_title Shawn Lemp: null => Financial Advisor |
2022-11-20 |
delete person Hao Hou |
2022-11-20 |
delete person Klark Alomassor |
2022-09-01 |
update person_title Logan Fischer: Agent => Financial Representative |
2022-08-02 |
delete personal_emails to..@fosterklima.com |
2022-08-02 |
insert personal_emails lo..@fosterklima.com |
2022-08-02 |
delete person Nancy Schwartz |
2022-08-02 |
delete person Tommy Schwieger |
2022-08-02 |
insert person Logan Fischer |
2022-08-02 |
update person_title Stephen Shealy: Financial Advisor & Investment Specialist, CFP®, RICP®; Financial Advisor & Investment Specialist => Director of Wealth Management, CFP®, RICP®; Director of Wealth Management |
2022-06-29 |
insert personal_emails to..@fosterklima.com |
2022-06-29 |
insert person Tommy Schwieger |
2022-05-28 |
delete personal_emails g...@thepartnersgroupfk.com |
2022-05-28 |
delete person David Foster |
2022-05-28 |
delete person George Klima |
2022-05-28 |
delete person Jeffrey Foster |
2022-05-28 |
delete person Tim Foster |
2022-04-26 |
delete personal_emails bo..@fosterklima.com |
2022-04-26 |
delete personal_emails co..@fosterklima.com |
2022-04-26 |
delete personal_emails ed..@yourgenerationgroup.com |
2022-04-26 |
delete personal_emails pa..@yourgenerationgroup.com |
2022-04-26 |
delete person Bobbie Gabler |
2022-04-26 |
delete person Cole Buss |
2022-04-26 |
delete person Dan Nycklemoe |
2022-04-26 |
delete person Ed Speck |
2022-04-26 |
delete person Patricia Bettendorf |
2022-04-26 |
delete person Steve Blexrud |
2022-04-26 |
insert person Dale Forsythe |
2022-04-26 |
update person_title Carmen Campana: Managing Director; Disability Income Specialist => Managing Director |
2021-12-23 |
delete personal_emails be..@fosterklima.com |
2021-12-23 |
insert managingdirector Carmen Campana |
2021-12-23 |
delete person Benjamin Rubin |
2021-12-23 |
delete person Dale Forsythe |
2021-12-23 |
update person_description Carmen Campana => Carmen Campana |
2021-12-23 |
update person_title Carmen Campana: Disability Income Specialist => Managing Director; Disability Income Specialist |
2021-09-13 |
delete personal_emails ma..@fosterklima.com |
2021-09-13 |
delete person Matthew Lutes |
2021-07-12 |
insert personal_emails bo..@fosterklima.com |
2021-07-12 |
insert person Bobbie Gabler |
2021-04-13 |
update person_description Benjamin Rubin => Benjamin Rubin |
2021-01-30 |
delete personal_emails ho..@fosterklima.com |
2021-01-30 |
delete personal_emails jo..@fosterklima.com |
2021-01-30 |
delete personal_emails ke..@yourgenerationgroup.com |
2021-01-30 |
insert personal_emails be..@fosterklima.com |
2021-01-30 |
delete person Holton Sailer |
2021-01-30 |
delete person Jon Ginther |
2021-01-30 |
delete person Kelly Kranz |
2021-01-30 |
insert person Benjamin Rubin |
2020-10-01 |
delete person Tony Moore |
2020-10-01 |
update person_description Shawn Lemp => Shawn Lemp |
2020-07-25 |
delete personal_emails er..@glic.com |
2020-07-25 |
insert personal_emails ma..@fosterklima.com |
2020-07-25 |
delete person Eric Herzog |
2020-07-25 |
insert person Matthew Lutes |
2020-07-25 |
update person_title Holton Sailer: Agent => Agent; Financial Representative |
2020-06-23 |
insert personal_emails ho..@fosterklima.com |
2020-06-23 |
insert person Holton Sailer |
2020-05-24 |
delete personal_emails he..@fosterklima.com |
2020-05-24 |
delete person Hectoria Yamoah |
2020-05-24 |
update person_title Patricia Bettendorf: Agent => Financial Representative |
2020-04-24 |
delete personal_emails ad..@fosterklima.com |
2020-04-24 |
delete person Adam Lee |
2020-03-24 |
delete personal_emails lu..@fosterklima.com |
2020-03-24 |
insert personal_emails ad..@fosterklima.com |
2020-03-24 |
insert personal_emails pa..@yourgenerationgroup.com |
2020-03-24 |
delete person Luke Kelvington |
2020-03-24 |
delete person Luke Kolstad |
2020-03-24 |
insert person Adam Lee |
2020-03-24 |
insert person Patricia Bettendorf |
2020-03-24 |
update person_title Jon Ginther: null => Financial Representative |
2020-02-21 |
delete managingdirector Nick Flatness |
2020-02-21 |
delete personal_emails ni..@fosterklima.com |
2020-02-21 |
insert personal_emails je..@hcgbenefits.com |
2020-02-21 |
delete person Nick Flatness |
2020-02-21 |
update person_title Hectoria Yamoah: Agent => Registered Representative |
2020-02-21 |
update person_title Jon Ginther: Agent => null |
2020-01-19 |
insert president Dustin J. Peltier |
2020-01-19 |
update person_title Dustin J. Peltier: Co - Founder & President of Well - Being Wealth Strategies; Financial Advisor => Financial Advisor; Co - Founder & President of Well - Being Wealth Strategies; President; CERTIFIED FINANCIAL PLANNER |
2019-11-17 |
update person_title Mike Schweitzer: null => Financial Advisor |
2019-11-17 |
update person_title Richard Wallace: null => Financial Representative |
2019-10-17 |
update person_title Chris Elhardt: null => Financial Advisor |
2019-10-17 |
update person_title Dale Forsythe: Disability Specialist => Disability Specialist; Disability Income Specialist, Field Representative, the Guardian Life Insurance Company of America ( Guardian ), New York, NY. California LIC 0M54057 |
2019-10-17 |
update person_title Jim Hegland: null => Financial Advisor |
2019-10-17 |
update person_title Joe Barwick: null => Financial Advisor |
2019-10-17 |
update person_title John Jacobson: null => Financial Advisor, CLU, ChFC |
2019-10-17 |
update person_title Josh Arnold: Owner of Josh Arnold & Associates, INC => Owner of Josh Arnold & Associates, INC; Financial Representative |
2019-09-17 |
delete personal_emails pa..@fosterklima.com |
2019-09-17 |
delete person Paul Bjork |
2019-08-17 |
delete person Jim Peterson |
2019-08-17 |
update person_description Nick Flatness => Nicholas Flatness |
2019-08-17 |
update person_title Paul Bjork: Agent => Financial Representative |
2019-08-17 |
update person_title Tony Moore: Agent => Financial Representative |
2019-07-15 |
insert personal_emails jo..@fosterklima.com |
2019-07-15 |
insert personal_emails lu..@fosterklima.com |
2019-07-15 |
delete person Chris Leivermann |
2019-07-15 |
insert person Jon Ginther |
2019-07-15 |
insert person Luke Kolstad |
2019-06-15 |
delete personal_emails er..@fosterklima.com |
2019-06-15 |
insert personal_emails an..@fosterklima.com |
2019-06-15 |
insert personal_emails er..@glic.com |
2019-06-15 |
insert personal_emails pa..@fosterklima.com |
2019-06-15 |
insert person Paul Bjork |
2019-06-15 |
insert person Tony Moore |
2019-06-15 |
update person_description Eric Herzog => Eric Herzog |
2019-06-15 |
update person_title Stephen Shealy: Investment Specialist, RICP® => Financial Advisor & Investment Specialist, CFP®, RICP®; Financial Advisor & Investment Specialist |
2019-05-14 |
update person_title Joe Brown: Agent => Financial Representative |
2019-04-06 |
insert personal_emails ab..@yourgenerationgroup.com |
2019-04-06 |
insert personal_emails ke..@yourgenerationgroup.com |
2019-04-06 |
delete person Drew Erickson |
2019-04-06 |
delete person Jim Lutes |
2019-04-06 |
delete person Joleen Hegland-Mainz |
2019-04-06 |
insert person Abigail Prosser |
2019-04-06 |
insert person Kelly Kranz |
2019-04-06 |
update person_description Dustin Peltier => Dustin Peltier |
2019-04-06 |
update person_title Dustin Peltier: null => Co - Founder & President of Well - Being Wealth Strategies; Financial Advisor |
2019-02-26 |
insert personal_emails er..@fosterklima.com |
2019-02-26 |
delete person Sophie Allen-Fisher |
2019-02-26 |
insert person Eric Herzog |
2019-02-26 |
insert person Luke Kelvington |
2018-12-21 |
delete person Peter Nelson |
2018-12-21 |
update person_description Nick Davidson => Nick Davidson |
2018-12-21 |
update person_title Nancy Schwartz: null => Agency Control Officer & Registered Representative; in 2012 As a Financial Representative |
2018-10-27 |
delete personal_emails ke..@fosterklima.com |
2018-10-27 |
delete personal_emails t...@thepartnersgroupfk.com |
2018-10-27 |
delete personal_emails wi..@fosterklima.com |
2018-10-27 |
insert personal_emails he..@fosterklima.com |
2018-10-27 |
insert personal_emails jo..@fosterklima.com |
2018-10-27 |
insert personal_emails to..@fosterklima.com |
2018-10-27 |
delete person Jacob Bocht |
2018-10-27 |
delete person James Bodensteiner |
2018-10-27 |
delete person John Skramstad |
2018-10-27 |
delete person Keaton O'Neill |
2018-10-27 |
delete person Tony Johnson |
2018-10-27 |
delete person William Leier |
2018-10-27 |
insert person Hectoria Yamoah |
2018-10-27 |
insert person Joe Brown |
2018-08-06 |
insert personal_emails ke..@fosterklima.com |
2018-08-06 |
insert person Jacob Bocht |
2018-08-06 |
insert person Keaton O'Neill |
2018-08-06 |
insert person Sophie Allen-Fisher |
2018-08-06 |
update person_title Cole Buss: Agent => Financial Representative |
2018-06-12 |
insert personal_emails co..@fosterklima.com |
2018-06-12 |
delete person Brock Waterbury |
2018-06-12 |
insert person Cole Buss |
2018-06-12 |
update person_title Ernest Draper: Managing Director, CFP®, CLU®, ChFC® => null |
2018-04-17 |
insert personal_emails wi..@fosterklima.com |
2018-04-17 |
delete person Sophie Allen-Fisher |
2018-04-17 |
insert person William Leier |
2018-03-08 |
delete person Kurt Vinje |
2018-03-08 |
insert person Jim Lutes |
2017-12-18 |
insert managingdirector Nick Flatness |
2017-12-18 |
insert person John Skramstad |
2017-12-18 |
insert person Kurt Vinje |
2017-12-18 |
insert person Nick Flatness |
2017-12-18 |
insert person Sophie Allen-Fisher |
2017-12-18 |
update person_description Joseph J. Varno => Joseph J. Varno |
2017-11-10 |
delete person Laura Penner |
2017-11-10 |
delete person Ross Welte |
2017-08-31 |
delete person Gong Yun |
2017-06-18 |
insert personal_emails ed..@yourgenerationgroup.com |
2017-06-18 |
update person_title Ernest Draper: null => Managing Director, CFP®, CLU®, ChFC® |
2017-04-29 |
delete person Peter Hallberg |
2017-04-29 |
delete person Ryan Williams |
2017-04-29 |
delete person Taylor Foster |
2017-04-29 |
update person_description Chris Elhardt => Chris Elhardt |
2017-04-29 |
update person_description Erik Bohn => Erik Bohn |
2017-04-29 |
update person_description Richard Wallace => Richard Wallace |
2017-02-12 |
update person_description Hao Hou => Hao Hou |
2017-01-11 |
insert personal_emails mi..@fosterklima.com |
2017-01-11 |
delete person Brooks Borrell |
2017-01-11 |
delete person Donny Beattie |
2017-01-11 |
delete person Todd Marschall |
2017-01-11 |
insert person David Foster |
2017-01-11 |
update person_description Drew Erickson => Drew Erickson |
2016-12-04 |
insert otherexecutives Matthew Evers |
2016-12-04 |
insert person Drew Erickson |
2016-12-04 |
insert person Josh Arnold |
2016-12-04 |
insert person Nick Davidson |
2016-12-04 |
insert person Todd Marschall |
2016-12-04 |
update person_description Brock Waterbury => Brock Waterbury |
2016-12-04 |
update person_description Dale Forsythe => Dale Forsythe |
2016-12-04 |
update person_description Dan Nycklemoe => Dan Nycklemoe |
2016-12-04 |
update person_description Doug Flink => Doug Flink |
2016-12-04 |
update person_description Matthew Evers => Matthew Evers |
2016-12-04 |
update person_description Mike Schweitzer => Mike Schweitzer |
2016-12-04 |
update person_description Pamela Brown => Pamela Brown |
2016-12-04 |
update person_description Scott Wolf => Scott Wolf |
2016-12-04 |
update person_title Doug Flink: General Agent => General Agent, CEO, CLU®, ChFC® |
2016-12-04 |
update person_title Matthew Evers: IT Manager; IT Manager, Computer Systems Degree NEI College of Technology. over 18 Years Experience in Information Technology Management => Director of Information Technology |
2016-12-04 |
update person_title Scott Wolf: Associate General Agent => Associate General Agent, President, CLU®, ChFC®, CASL® |
2016-12-04 |
update person_title Stephen Shealy: null => Investment Specialist, RICP® |
2016-10-29 |
delete person Craig Irwin |
2016-10-29 |
delete person Dave Holtgard |
2016-10-29 |
delete person Greta Barry |
2016-09-30 |
delete person Drew Erickson |
2016-09-30 |
delete person Todd Marschall |
2016-09-30 |
delete person Travis Busch |
2016-09-02 |
delete person Ashton Penister |
2016-09-02 |
delete person Greta Wieser |
2016-09-02 |
insert person Greta Barry |
2016-06-22 |
delete person Mark Metz |
2016-06-22 |
delete person Seth Jackson |
2016-06-22 |
delete person Sherry Minor |
2016-06-22 |
insert person Ashton Penister |
2016-06-22 |
update person_description John Jacobson => John Jacobson |
2016-04-11 |
delete personal_emails l...@thepartnersgroupfk.com |
2016-04-11 |
delete person Dan Fremling |
2016-04-11 |
delete person David Foster |
2016-04-11 |
delete person Josh Arnold |
2016-04-11 |
delete person Joy Sorensen Navarre |
2016-04-11 |
delete person Luke Robinson |
2016-04-11 |
delete person Mike O'Hern |
2016-04-11 |
delete person Pat Holmay |
2016-04-11 |
insert person Brooks Borrell |
2016-01-27 |
delete person David Oltman |
2016-01-27 |
delete person Jeff Crist |
2016-01-27 |
insert person Mark Metz |
2016-01-27 |
insert person Seth Jackson |
2016-01-27 |
update person_title Dan Fremling: Financial Representative; Sales Manager => Financial Representative |
2016-01-27 |
update person_title Linda Bartlett: Vice President, Life Specialist => null |
2015-10-27 |
update person_description Sherry Minor => Sherry Minor |
2015-10-27 |
update person_title Hao Hou: Financial Representative; Member of the National Association of Insurance and Financial Advisor => Representative; Member of the National Association of Insurance and Financial Advisor |
2015-08-04 |
insert person Greta Wieser |
2015-08-04 |
update person_description Chris Elhardt => Chris Elhardt |
2015-08-04 |
update person_title Brock Waterbury: & Co INC in 2005 As the Agency Compliance Officer; Agency Compliance Officer => & Co Inc in 2005 As the Agency Compliance Officer; Vice President of Operations, Agency Compliance Officer |
2015-08-04 |
update person_title Linda Bartlett: Vice President, Life Operations => Vice President, Life Specialist |
2015-07-07 |
delete managingdirector Natalie Hundhausen |
2015-07-07 |
delete person Natalie Hundhausen |
2015-05-11 |
insert managingdirector Natalie Hundhausen |
2015-05-11 |
update person_title Natalie Hundhausen: Vice President of Career Development => Managing Director |
2013-09-17 |
insert cio Matthew Evers |
2013-09-17 |
insert person Natalie Hundhausen |
2013-09-17 |
insert person Scott Wolf |
2013-09-17 |
update person_description Doug Flink => Doug Flink |
2013-09-17 |
update person_title Dale Forsythe: Member of the Management Team => Brokerage Specialist; Member of the Management Team |
2013-09-17 |
update person_title Doug Flink: Member of the Management Team => General Agent; Member of the Management Team |
2013-09-17 |
update person_title Linda Bartlett: Director of Advanced Marketing; Member of the Management Team => VP, Life Operations; Director of Advanced Marketing; Member of the Management Team |
2013-09-17 |
update person_title Matthew Evers: IT Manager, Computer Systems Degree NEI College of Technology; Support Specialist, the Guardian Life Insurance Company of America, New York, NY. Foster Klima & Company, LLC Is Not an Affiliate or Subsidiary of Guardian.; Member of the Management Team => IT Manager, Computer Systems Degree NEI College of Technology; IT Director; Support Specialist, the Guardian Life Insurance Company of America, New York, NY. Foster Klima & Company, LLC Is Not an Affiliate or Subsidiary of Guardian.; Member of the Management Team |
2013-08-18 |
delete person John McGurran |
2013-08-18 |
delete person Tom Zanovich |
2013-05-20 |
delete person Denise Zerr |
2013-05-20 |
insert person Angela Nicholls |