| Date | Description |
|---|
| 2024-05-28 |
insert person Caryn Young |
| 2024-05-28 |
update person_title Eric Fontenot: Associate; Client Service Associate => Associate; Private Wealth Client Associate |
| 2024-03-21 |
insert managingdirector Chris Stafford |
| 2024-03-21 |
insert managingdirector Cory Schauer |
| 2024-03-21 |
insert otherexecutives AJ Shurts |
| 2024-03-21 |
delete person Brandon Kahoun |
| 2024-03-21 |
insert person AJ Shurts |
| 2024-03-21 |
insert person Angela Johnson |
| 2024-03-21 |
insert person April Cardoza |
| 2024-03-21 |
insert person Blake Mattfeldt |
| 2024-03-21 |
insert person Bonnie Sauer |
| 2024-03-21 |
insert person Chris Stafford |
| 2024-03-21 |
insert person Cory Schauer |
| 2024-03-21 |
insert person Daniel Bauers |
| 2024-03-21 |
insert person Denise Cook |
| 2024-03-21 |
insert person Doug May |
| 2024-03-21 |
update person_description Eric Fontenot => Eric Fontenot |
| 2024-03-21 |
update person_description Erica Bloudek => Erica Bloudek |
| 2024-03-21 |
update person_description Erin Galusha => Erin Galusha |
| 2024-03-21 |
update person_title Emilie Kaer: Marketing Administrator => Marketing Manager |
| 2024-03-21 |
update person_title Erica Bloudek: in 2021 As Director of Operations; Director of Operations => Chief Operating Officer; in 2021 As Director of Operations |
| 2023-09-05 |
delete person Craig A. Isaacs |
| 2023-09-05 |
insert person Alex Demack |
| 2023-09-05 |
insert person Emilie Kaer |
| 2023-08-04 |
insert person Becky L'Allier |
| 2023-08-04 |
update person_description Cathy Schultz => Cathy Schultz |
| 2023-07-02 |
delete person Jay Esche |
| 2023-05-30 |
delete person Christina Cicon |
| 2023-05-30 |
insert person Erin Galusha |
| 2023-05-30 |
insert person Garret La Haye |
| 2023-04-15 |
insert person Eleonore Snow |
| 2023-04-15 |
update person_description Jessica Peabody => Jessica Peabody |
| 2023-03-14 |
delete person April Cardoza |
| 2023-03-14 |
delete person Bjorn Johnson |
| 2023-03-14 |
insert person Cade Hammarquist |
| 2023-03-14 |
insert person Cathy Schultz |
| 2023-03-14 |
insert person John McCloskey |
| 2023-03-14 |
insert person Karl Schwinck |
| 2023-03-14 |
update person_title Jessica Peabody: Registered Private Wealth Client Associate => Private Wealth Client Associate |
| 2023-01-10 |
insert person Amy Kane |
| 2023-01-10 |
insert person Brandon Cromer |
| 2022-12-09 |
insert person Jessica Peabody |
| 2022-11-08 |
delete person Creeana Rygg |
| 2022-11-08 |
update person_description Bratton DuBose => Bratton DuBose |
| 2022-10-07 |
delete person David R. Andrews |
| 2022-10-07 |
insert person Daniel Ritter Jr |
| 2022-10-07 |
insert person Deanna Tierney |
| 2022-07-07 |
delete person Daniel R. Meier |
| 2022-07-07 |
update person_description Becca Dammann => Rebecca "Becca" Dammann |
| 2022-06-07 |
delete person Joseph Spencer |
| 2022-05-07 |
delete person Josie Plumb |
| 2022-03-07 |
delete person Adam Hoffman |
| 2022-03-07 |
update person_title Claudiu Barbos: Director of Fixed Income, Portfolio Manager => Director of Investments and Trading; in 2021 As Director of Fixed Income and Portfolio Manager |
| 2021-12-11 |
insert person April Cardoza |
| 2021-12-11 |
insert person Christina Cicon |
| 2021-12-11 |
insert person Creeana Rygg |
| 2021-12-11 |
insert person Joseph Krasnov |
| 2021-12-11 |
insert person Julie Hendrickson |
| 2021-12-11 |
insert person Scott Knutson |
| 2021-12-11 |
update person_title Brad Burr: in 2020 As a Wealth Advisor; Wealth Advisor, CFP® => in 2020 As a Wealth Advisor; Wealth Advisor |
| 2021-12-11 |
update person_title Daniel R. Meier: Managing Wealth Advisor, AWMA® => Managing Wealth Advisor |
| 2021-12-11 |
update person_title Jason Buchanan: Wealth Advisor, CFP®, AIF® => null |
| 2021-12-11 |
update person_title Joyce McDonough: Client Services Manager => Client Service Manager |
| 2021-09-16 |
insert otherexecutives Daniel E. Barry |
| 2021-09-16 |
insert person Ashley Bomar |
| 2021-09-16 |
insert person Bjorn Johnson |
| 2021-09-16 |
insert person Daniel E. Barry |
| 2021-09-16 |
insert person Ryan Stevens |
| 2021-09-16 |
update person_title Richard A. Garber: Certified Private Wealth Manager®, Managing Wealth Advisor => Certified Private Wealth Advisor®, Managing Wealth Advisor |
| 2021-08-16 |
delete person Adrian Montes |
| 2021-08-16 |
delete person Andrew Schaefer |
| 2021-08-16 |
insert person Madison Golke |
| 2021-07-14 |
insert person Claudiu Barbos |
| 2021-07-14 |
insert person Joseph Spencer |
| 2021-06-12 |
delete person Matthew Salamun |
| 2021-06-12 |
insert person Goda Stevens |
| 2021-06-12 |
insert person Josie Plumb |
| 2021-06-12 |
insert person Kate Johnson |
| 2021-06-12 |
insert person Michael J. Porter |
| 2021-06-12 |
insert person Shawn Roberts |
| 2021-04-17 |
insert coo Erica Bloudek |
| 2021-04-17 |
delete person Donald Marovich |
| 2021-04-17 |
insert person Adrian Montes |
| 2021-04-17 |
insert person Erica Bloudek |
| 2021-04-17 |
insert person Matthew Salamun |
| 2021-04-17 |
update person_title William J. Cerynik: Director of Business Development, Senior Wealth Advisor => Director of Advisor Development and Services |
| 2021-02-24 |
delete person Stefan Wolf |
| 2021-01-23 |
insert person Adam Hoffman |
| 2021-01-23 |
insert person Richard A. Garber |
| 2021-01-23 |
insert person Stefan Wolf |
| 2020-09-23 |
update person_title Jason Buchanan: Wealth Advisor, CFP® => Wealth Advisor, CFP®, AIF® |
| 2020-07-14 |
insert person Brad Burr |
| 2020-07-14 |
insert person Daniel R. Meier |
| 2020-07-14 |
insert person David R. Andrews |
| 2020-06-12 |
delete otherexecutives Adam Mosbach |
| 2020-06-12 |
insert otherexecutives Murray Smith |
| 2020-06-12 |
delete person Adam Mosbach |
| 2020-06-12 |
delete person Angela Caballero |
| 2020-06-12 |
delete person Ben Garcia |
| 2020-06-12 |
delete person Christopher C. Wilkinson |
| 2020-06-12 |
insert person Adrian Sandoval |
| 2020-06-12 |
insert person Andrew Schaefer |
| 2020-06-12 |
insert person April Horace |
| 2020-06-12 |
insert person Becca Dammann |
| 2020-06-12 |
insert person Bratton DuBose |
| 2020-06-12 |
insert person Donald Marovich |
| 2020-06-12 |
insert person Howard Cox |
| 2020-06-12 |
insert person Jason Buchanan |
| 2020-06-12 |
insert person Kerry Severn |
| 2020-06-12 |
insert person Murray Smith |
| 2020-06-12 |
update person_description Justin Limmer => Justin Limmer |
| 2020-06-12 |
update person_title Craig A. Isaacs: null => ChFC®, CLU®, RFC Wealth Advisor |
| 2020-06-12 |
update person_title Joyce McDonough: Investment Operations => Client Services Manager |
| 2020-06-12 |
update person_title Lance T. Knight: Managing Wealth Advisor => CRPC®, Managing Wealth Advisor; Managing Wealth Advisor |
| 2019-05-12 |
update person_description Brandon Kahoun => Brandon Kahoun |
| 2019-05-12 |
update person_description Jolen Garcia => Jolen Garcia |
| 2019-04-11 |
insert person Brandon Kahoun |
| 2019-04-11 |
insert person David Martinez |
| 2019-04-11 |
insert person Eric Johnson |
| 2019-04-11 |
insert person Justin Limmer |
| 2019-04-11 |
insert person Wills Marcello |
| 2019-03-09 |
delete otherexecutives Marti Bryant |
| 2019-03-09 |
delete person Bob Lambert |
| 2019-03-09 |
delete person Marti Bryant |
| 2019-03-09 |
insert person Angela Caballero |
| 2019-03-09 |
insert person Ben Garcia |
| 2019-03-09 |
insert person Kevin Kading |
| 2019-03-09 |
insert person Kodi Thruston |
| 2019-03-09 |
update person_title Karen W. McDade: CFP®, AIF®, Director of Financial Planning; Certified Financial Planner => Certified Financial Planner; CFP®, AIF®, CDFA®, Director of Financial Planning |
| 2019-02-03 |
update person_description Karen W. McDade => Karen W. McDade |
| 2018-11-14 |
insert otherexecutives Adam Mosbach |
| 2018-11-14 |
insert person Adam Mosbach |
| 2018-09-04 |
insert person Lance T. Knight |
| 2018-07-29 |
delete person Melissa Reglein |
| 2018-07-29 |
insert person Jay Esche |
| 2018-04-19 |
insert cto David Hatfield |
| 2018-04-19 |
update person_title David Hatfield: Information Technology Consultant => Chief Technology Officer |
| 2018-03-13 |
delete person Brooke McVey |
| 2018-03-13 |
delete person David Fajardo |
| 2018-03-13 |
delete person Jacob Pacini |
| 2018-01-28 |
insert person Brienne L. Dylewski |