| Date | Description |
|---|
| 2024-06-01 |
insert otherexecutives John Fortuna |
| 2024-06-01 |
delete person Sarah Krapec |
| 2024-06-01 |
insert person Beth Dettbarn |
| 2024-06-01 |
insert person John Fortuna |
| 2024-06-01 |
insert person Kevin Skiffington |
| 2024-06-01 |
insert person Noelle Daniels |
| 2024-06-01 |
insert person Zachary Nelson |
| 2024-03-26 |
insert managingdirector Rick Roush |
| 2024-03-26 |
insert otherexecutives Jessica Roush |
| 2024-03-26 |
delete person Chara Green |
| 2024-03-26 |
delete person Charles Seal |
| 2024-03-26 |
delete person Ed Kollada |
| 2024-03-26 |
delete person Laura Peirson |
| 2024-03-26 |
insert person Andy Wheeler |
| 2024-03-26 |
insert person Bert Moody |
| 2024-03-26 |
insert person Geoff Roush |
| 2024-03-26 |
insert person Jessica Roush |
| 2024-03-26 |
insert person Lisa Schebler |
| 2024-03-26 |
insert person Rachel Bielefeld |
| 2024-03-26 |
insert person Rich Lombard |
| 2024-03-26 |
insert person Rick Roush |
| 2024-03-26 |
insert person Tom Flynn |
| 2024-03-26 |
update person_title Sara Seyer: Operations => Consultant |
| 2023-10-17 |
delete person Rick Bindler |
| 2023-10-17 |
insert person Amanda Poole |
| 2023-10-17 |
insert person Jim Norland |
| 2023-10-17 |
insert person Matt Stolle |
| 2023-10-17 |
update person_description Eban Harlan => Eban Harlan |
| 2023-10-17 |
update person_title Eban Harlan: Senior Relationship Manager, Operations => Manager, Field Training and Senior Relationship Manager, Operations; Senior Relationship Manager, Operations |
| 2023-10-17 |
update person_title Jack Lohman: Analyst => Retirement Plan Advisor; Retirement Plan Advisor - Midwest Region |
| 2023-10-17 |
update person_title Zach Morris: Financial Adviser => Financial Advisor |
| 2023-09-14 |
insert managingdirector Mark Dorman |
| 2023-09-14 |
insert person Joe Kerrigan |
| 2023-09-14 |
insert person Mark Dorman |
| 2023-09-14 |
insert person Nicole Cook |
| 2023-08-12 |
insert cfo Laura Woodland |
| 2023-08-12 |
insert managingdirector Matt Watson |
| 2023-08-12 |
delete person Kristie Brenner |
| 2023-08-12 |
delete person Megan Blackmer |
| 2023-08-12 |
insert person Julie Blinkman |
| 2023-08-12 |
insert person Matt Watson |
| 2023-08-12 |
insert person Maxx Kempton |
| 2023-08-12 |
insert person Sherry Giannone |
| 2023-08-12 |
update person_title Chara Green: Operations; Manager, Client Services => Relationship Manager, Operations; Manager, Client Services |
| 2023-08-12 |
update person_title Laura Woodland: Relationship Manager, Operations => Director, Finance; Member of the Leadership Team |
| 2023-08-12 |
update person_title Mikayla Armatoski: Intern - Human Resources and Marketing => Sales Enhancement Team, Coordinator |
| 2023-03-30 |
delete person Paul Mankarious |
| 2023-02-26 |
delete managingdirector Jake Rushton |
| 2023-02-26 |
delete person Jake Rushton |
| 2022-12-24 |
insert person Michael Ashby |
| 2022-12-24 |
insert person Savannah Waffird |
| 2022-12-24 |
insert person Stacy Haaland |
| 2022-12-24 |
update person_title Eban Harlan: Relationship Manager, Operations => Senior Relationship Manager, Operations |
| 2022-12-24 |
update person_title Karen Hagerman: Relationship Manager, Operations => Client Service Specialist |
| 2022-12-24 |
update person_title Kate Shaver: Relationship Manager, Operations => Senior Relationship Manager, Operations |
| 2022-12-24 |
update person_title Mario Echevarria: Member of the Leadership Team; Wealth Advisor => Senior Wealth Advisor; Member of the Leadership Team |
| 2022-12-24 |
update person_title Megan Blackmer: Relationship Manager, Operations => Senior Relationship Manager, Operations |
| 2022-09-20 |
delete person Janine Morrison |
| 2022-09-20 |
delete person Jean Routh |
| 2022-09-20 |
delete person Lalo Dominguez |
| 2022-09-20 |
insert person Amanda Marchocha |
| 2022-09-20 |
insert person Lizzy Cullen |
| 2022-09-20 |
insert person Mikayla Armatoski |
| 2022-09-20 |
insert person Nick Lohman |
| 2022-09-20 |
insert person Paul Mankarious |
| 2022-09-20 |
update person_description Jake Rushton => Jake Rushton |
| 2022-09-20 |
update person_title Zach Morris: Financial Advisor => Financial Adviser |
| 2022-04-17 |
insert managingdirector Jake Rushton |
| 2022-04-17 |
insert managingdirector Salvador Diaz III |
| 2022-04-17 |
delete person Giorgina Nguyen |
| 2022-04-17 |
delete person Rhea England |
| 2022-04-17 |
insert person Foffee Kotrotsos |
| 2022-04-17 |
insert person Jake Rushton |
| 2022-04-17 |
insert person Morgan Pendleton |
| 2022-04-17 |
insert person Salvador Diaz III |
| 2022-03-17 |
insert managingdirector Scott Lippa |
| 2022-03-17 |
delete person Krissie Almeida |
| 2022-03-17 |
delete person Mike Winter |
| 2022-03-17 |
delete person Nick George |
| 2022-03-17 |
delete person Robb Hill |
| 2022-03-17 |
delete person Samantha Wetterlund |
| 2022-03-17 |
insert person Christina Hebert |
| 2022-03-17 |
insert person Lalo Dominguez |
| 2022-03-17 |
insert person Scott Lippa |
| 2021-12-14 |
delete managingdirector Lisa Petronio |
| 2021-12-14 |
insert managingdirector Heather Heron |
| 2021-12-14 |
insert managingdirector Stacy League |
| 2021-12-14 |
delete person Jenny Moore |
| 2021-12-14 |
delete person Lisa Petronio |
| 2021-12-14 |
delete person Travis Chaput |
| 2021-12-14 |
insert person Chara Green |
| 2021-12-14 |
insert person Heather Heron |
| 2021-12-14 |
insert person Kristen Corne |
| 2021-12-14 |
insert person Laura Peirson |
| 2021-12-14 |
insert person Sara Seyer |
| 2021-12-14 |
insert person Stacy League |
| 2021-09-21 |
insert person Clay Downey |
| 2021-05-18 |
insert managingdirector Chuck Langeland |
| 2021-05-18 |
insert managingdirector Greg Row |
| 2021-05-18 |
insert person Chuck Langeland |
| 2021-05-18 |
insert person Greg Row |
| 2021-04-04 |
insert managingdirector Ann-Marie Sepuka |
| 2021-04-04 |
delete person Dan Ozimek |
| 2021-04-04 |
insert person Ann-Marie Sepuka |
| 2021-04-04 |
insert person Garrett Leet |
| 2021-04-04 |
insert person Krissie Almeida |
| 2021-04-04 |
update person_description Ann Hansen => Ann Hansen |
| 2021-04-04 |
update person_description Carin Hansen => Carin Hansen |
| 2021-04-04 |
update person_description Deane Mayerhofer => Deane Mayerhofer |
| 2021-04-04 |
update person_description Jacqui Hendricks => Jacqui Hendricks |
| 2021-04-04 |
update person_title Brandon Lawrence: Consultant; Retirement Plan Advisor => Retirement Plan Advisor |
| 2021-04-04 |
update person_title Carin Hansen: Director, Operations; Relationship Manager, Operations; Strategic Retirement Partners in 2018 As the Relationship Manager, Operations => Director, Operations; Strategic Retirement Partners in 2018 As the Relationship Manager, Operations |
| 2021-04-04 |
update person_title Jacqui Hendricks: Director, Business Development; in 2017 As a Relationship Manager => Director, Business Development; Director of Business Development at Strategic Retirement Partners |
| 2021-04-04 |
update person_title Taylor Fairman: Director, Sales & Marketing => Regional Director, Sales & Marketing |
| 2021-04-04 |
update person_title Tony Zantua: Relationship Manager, Operations => Consultant |
| 2021-01-26 |
delete otherexecutives Jack Burke |
| 2021-01-26 |
insert otherexecutives Carin Hansen |
| 2021-01-26 |
delete person Jack Burke |
| 2021-01-26 |
insert person Brandon Lawrence |
| 2021-01-26 |
insert person Mario Echevarria |
| 2021-01-26 |
insert person Marissa Serrano |
| 2021-01-26 |
insert person Nick Verburght |
| 2021-01-26 |
insert person Taylor Fairman |
| 2021-01-26 |
update person_title Carin Hansen: Relationship Manager, Operations; Strategic Retirement Partners in 2018 As the Relationship Manager, Operations => Director, Operations; Relationship Manager, Operations; Strategic Retirement Partners in 2018 As the Relationship Manager, Operations |
| 2021-01-26 |
update person_title Catarina Totten: Relationship Manager; Operations => Relationship Manager, Operations |
| 2021-01-26 |
update person_title David De Tagyos: Director, Investments; Investment Advisor => Managing Director, Great Lakes; Investment Advisor |
| 2021-01-26 |
update person_title Eban Harlan: Relationship Manager; Operations => Relationship Manager, Operations |
| 2021-01-26 |
update person_title Karen Hagerman: Operations; Relationship Manager => Relationship Manager, Operations |
| 2021-01-26 |
update person_title Kate Shaver: Relationship Manager; Operations => Relationship Manager, Operations |
| 2021-01-26 |
update person_title Laura Woodland: Operations; Relationship Manager => Relationship Manager, Operations |
| 2021-01-26 |
update person_title Megan Blackmer: Operations => Relationship Manager, Operations |
| 2021-01-26 |
update person_title Rick Bindler: Consultant => Plan Consultant |
| 2021-01-26 |
update person_title Robb Hill: Consultant => New Business Development Director, Midwest |
| 2021-01-26 |
update person_title Tony Zantua: Plan Consultant => Relationship Manager, Operations |
| 2021-01-26 |
update person_title Travis Chaput: Operations => Relationship Manager, Operations |
| 2021-01-26 |
update person_title Zach Morris: Consultant => Financial Advisor |
| 2020-09-28 |
insert person Daniel Torres |
| 2020-06-19 |
update person_description Giorgina Nguyen => Giorgina Nguyen |
| 2020-01-18 |
insert ceo Jeff Cullen |
| 2020-01-18 |
insert otherexecutives Jack Burke |
| 2020-01-18 |
insert person Amy Denikas |
| 2020-01-18 |
insert person Eric Obergfell |
| 2020-01-18 |
insert person Jack Burke |
| 2020-01-18 |
insert person Jack Lohman |
| 2020-01-18 |
insert person Jim Klomparens |
| 2020-01-18 |
update person_title Jeff Cullen: Managing Partner & Managing Director, Great Lakes; Leadership => Leadership; Managing Partner |
| 2019-12-12 |
insert person Dan Ozimek |
| 2019-12-12 |
insert person Janine Morrison |
| 2019-10-11 |
insert managingdirector Mike Harvill |
| 2019-10-11 |
insert person Mike Harvill |
| 2019-10-11 |
insert person Tony Zantua |
| 2019-10-11 |
update person_title Charles Seal: Branch Marketing Associate; Consultant => Investment Analyst |
| 2019-09-11 |
delete managingdirector Ric Clouse |
| 2019-09-11 |
update person_title Ric Clouse: Managing Director => Leadership |
| 2019-08-11 |
update person_description Ann Hansen => Ann Hansen |
| 2019-08-11 |
update person_description Colin Hendricks => Colin Hendricks |
| 2019-08-11 |
update person_description Craig Dewey => Craig Dewey |
| 2019-08-11 |
update person_description Jeff Cullen => Jeff Cullen |
| 2019-08-11 |
update person_description Phillip Senderowitz => Phillip Senderowitz |
| 2019-08-11 |
update person_title Charles Seal: Branch Marketing Associate => Branch Marketing Associate; Consultant |
| 2019-08-11 |
update person_title Colin Hendricks: Operations; IT Specialist => Operations; Plan Consultant |
| 2019-08-11 |
update person_title Jill Penman: Manager, Client Services; Consultant for the Great Lakes Practice of Strategic Retirement Partners => Manager of Client Services for the Great Lakes Practice of Strategic Retirement Partners; Manager, Client Services |
| 2019-08-11 |
update person_title John Brosnan: Consultant => Consultant; Plan Consultant |
| 2019-07-12 |
insert person Giorgina Remigio |
| 2019-06-10 |
insert managingdirector Doug Bermudez |
| 2019-06-10 |
insert managingdirector Erin Hall |
| 2019-06-10 |
insert person Doug Bermudez |
| 2019-06-10 |
insert person Erin Hall |
| 2019-06-10 |
insert person Zach Morris |
| 2019-05-10 |
delete managingdirector Stig Nybo |
| 2019-05-10 |
update person_title Ann Hansen: Consultant; Senior Plan Consultant => Manager, Client Services |
| 2019-05-10 |
update person_title Charles Seal: Investment Analyst; Consultant => Branch Marketing Associate |
| 2019-05-10 |
update person_title Jill Penman: Consultant; Plan Consultant; Consultant for the Great Lakes Practice of Strategic Retirement Partners => Manager, Client Services; Consultant for the Great Lakes Practice of Strategic Retirement Partners |
| 2019-05-10 |
update person_title John Brosnan: Consultant; Senior Plan Consultant => Consultant |
| 2019-05-10 |
update person_title Kristie Brenner: Consultant; Senior Plan Consultant => Manager, Client Services |
| 2019-05-10 |
update person_title Larry Reale: Consultant; Senior Plan Consultant => Plan Consultant |
| 2019-05-10 |
update person_title Sara Strasser: Consultant => Manager, Client Services |
| 2019-05-10 |
update person_title Stig Nybo: Managing Director => Plan Strategist |
| 2019-04-10 |
delete managingdirector Brian Heckert |
| 2019-04-10 |
delete managingdirector Kristen Deevy |
| 2019-04-10 |
delete person Brian Heckert |
| 2019-04-10 |
delete person Fritz Block |
| 2019-04-10 |
delete person Kristen Deevy |
| 2019-04-10 |
update person_description Phillip Senderowitz => Phillip Senderowitz |
| 2019-04-10 |
update person_description Shannon Maloney => Shannon Maloney |
| 2019-02-04 |
insert managingdirector Ric Clouse |
| 2019-02-04 |
insert person Carin Hansen |
| 2019-02-04 |
insert person Charles Seal |
| 2019-02-04 |
insert person Jill Penman |
| 2019-02-04 |
insert person Kristie Brenner |
| 2019-02-04 |
insert person Ric Clouse |
| 2019-02-04 |
insert person Rick Bindler |
| 2019-02-04 |
update person_description Chris Janowski => Chris Janowski |
| 2019-02-04 |
update person_title Chris Janowski: Operations; IT Specialist => Operations; Systems Architect |
| 2018-11-15 |
delete managingdirector Greg Gaynier |
| 2018-11-15 |
delete person Greg Gaynier |
| 2018-11-15 |
delete person Monica Del Fierro |
| 2018-11-15 |
insert person Ann Hansen |
| 2018-11-15 |
insert person Jenny Moore |
| 2018-11-15 |
update person_description Joe Brummel => Joe Brummel |
| 2018-11-15 |
update person_title Sara Strasser: Education Specialist; Operations; Plan Consultant => Education Specialist; Consultant; Plan Consultant |
| 2018-10-12 |
delete managingdirector Bob Wagner |
| 2018-10-12 |
delete managingdirector David De Tagyos |
| 2018-10-12 |
delete managingdirector Jennifer Dumas |
| 2018-10-12 |
delete managingdirector Kristen Deevey |
| 2018-10-12 |
delete managingdirector Sarah Hughes |
| 2018-10-12 |
delete managingdirector Sarah Krapec |
| 2018-10-12 |
insert managingdirector Brad Morgan |
| 2018-10-12 |
insert managingdirector Joe Brummel |
| 2018-10-12 |
delete person Kristen Deevey |
| 2018-10-12 |
insert person Brad Morgan |
| 2018-10-12 |
insert person Jean Routh |
| 2018-10-12 |
insert person Joe Brummel |
| 2018-10-12 |
insert person Samantha Wetterlund |
| 2018-10-12 |
update person_title Bob Wagner: Managing Director; Chief Investment Officer => Chief Investment Officer |
| 2018-10-12 |
update person_title David De Tagyos: Director of Investments; Managing Director => Director of Investments |
| 2018-10-12 |
update person_title Jennifer Dumas: Director of Operations; Managing Director; Board Member With Rainbows for All Children => Director of Operations; Board Member With Rainbows for All Children |
| 2018-10-12 |
update person_title Sarah Hughes: Director of Marketing; Managing Director => Director of Marketing |
| 2018-10-12 |
update person_title Sarah Krapec: Director of Participant Education; Managing Director => Director of Participant Education |
| 2017-10-14 |
insert person Stig Nybo |
| 2017-05-07 |
insert cmo Sarah Hughes |
| 2017-05-07 |
update person_description Jeff Cullen => Jeff Cullen |
| 2017-05-07 |
update person_description Sarah Hughes => Sarah Hughes |
| 2017-05-07 |
update person_title Sarah Hughes: Senior Plan Consultant => Director of Marketing |
| 2017-03-06 |
insert managingdirector Christopher Kempton |
| 2017-03-06 |
insert managingdirector Lisa Petronio |
| 2017-03-06 |
delete person Brad Nielsen |
| 2017-03-06 |
insert person Christopher Kempton |
| 2017-03-06 |
insert person Lisa Petronio |
| 2017-03-06 |
update person_title Shannon Maloney: Managing Director, Michigan / Director, Defined Benefit Plans and ESOPs; Member of the Executive Management Team => Managing Director, Michigan; Member of the Executive Management Team |