Provenienza dei contatti di primo grado di Bob Spindel
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Paradigm Financial Advisors LLC
Paradigm Financial Advisors LLC Investment ManagersFinance Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families.
4
| Subsidiary | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bob Spindel tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Rockhurst University | College/University | Undergraduate Degree Undergraduate Degree | |
St. Louis University | College/University | Graduate Degree Masters Business Admin | |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Investment Managers | Portfolio Manager-Equities | |
Southern Illinois University | College/University | Undergraduate Degree | |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 9 |
Spagna | 2 |
Settori
Consumer Services | 5 |
Finance | 5 |
Process Industries | 2 |
Posizioni
Portfolio Manager-Equities | 5 |
Undergraduate Degree | 4 |
Corporate Officer/Principal | 4 |
Investment Committee Member | 2 |
Chief Executive Officer | 1 |
Contatti più connessi
Insiders | |
---|---|
Jim Reding | 4 |
Ryan Edward Powers | 4 |
Matt Schaller | 4 |
Brad Combs | 3 |
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