February 05, 2020 | Announcements
Securities America and Securities America Advisors welcome Ralph “Kirk” Teppe, CFF®! Kirk, owner of Teppe Financial Services in West Chester, Ohio, oversees more than $17 million in total client assets. A 30-year financial industry veteran, he today serves individuals, families, small businesses and retirees.
A Certified Financial Fiduciary, Kirk stresses that his clients’ best interests and their financial futures are his primary concern.Read More
February 04, 2020 | Announcements
Securities America welcomes Scott Werdebaugh, founder of Integrity Financial Planning in Morgantown, West Virginia. Scott has more than 20 years’ experience in the financial industry and oversees more than $21 million in total client assets.
Scott is dedicated to developing lifelong relationships with his clients and facilitates the pursuit of their financial goals and dreams. He consults with his clients on retirement and generational wealth planning, estate planning, college savings planning, long term care planning, investing and insurance. Scott also assists business owners in personal planning and company benefit packages. In addition to his Series 7 & 66 licenses, he is a registered advisor for Securities America Advisors and maintains his life & health insurance license.
Scott is a founding member of the Mountaineer ChapterRead More
January 09, 2020 | Announcements
Securities America welcomes Jeremiah Seagle! The Virginia-based independent financial advisor oversees $69 million in total client assets. Jeremiah was referred by independent financial advisor Dean Anninos and affiliates with Securities America through Investor Securities Group, Inc. in Hampton, Virginia.Read More
January 07, 2020 | Announcements
Securities America and Securities America Advisors welcome Kimberly “Kim” Rule of Garland, Texas. Kim joins through Super OSJ Branch Development Partners of Leesburg, Virginia.Read More
December 23, 2019 | Announcements
Securities America and Arbor Point Advisors welcome Matthew “Matt” Brand, AIF®, of Michigan 401(k) Consultants & Private Wealth Management in Bloomfield Hills, Michigan.
Matt is an advocate of financial education and since beginning his career in 2001 has delivered dynamic presentations on unique strategies for...Read More
December 12, 2019 | Announcements
EFS Group Wealth Management, Sioux City, Iowa, was one of only 20 financial advisory firms selected for the 2019 Invest in Others Charitable Champions List. The annual program recognizes firms for giving back to their communities by promoting a culture of philanthropy among employees and financial advisors.
EFS Group Wealth Management’s leadership includes CEO Marc Geels, CFP®, BFA; COO Bryon Oines, BFA; and vice president of operations, Dana Baldridge, BFA.
"Leadership plays a critical role in the success of corporate philanthropy programs," said Megan McAuley, executive director and president of Invest in Others Charitable Foundation. "With this year's Charitable Champions List, the tone from the top was key to fostering a culture of philanthropy.”Read More
November 25, 2019 | Announcements
Securities America welcomes Revival Wealth, a woman-led advisory practice founded by Monica “Mo” Daniels. Based in Charlotte, North Carolina, Revival Wealth specializes in serving the needs of active and retired military members.
Daniels holds degrees in nuclear physics, computer engineering, business administration, and finance.Read More
November 21, 2019 | Announcements
Securities America welcomes Richard Mullaney of Queenstown, Maryland. Mullaney is joining Securities America Super OSJ, Branch Development Partners, Leesburg, Virginia.
“We’re excited to have Richard as part of our team,” said Registered Principal and Founder of Branch Development Partners Tom Kestler...Read More
November 13, 2019 | Announcements
Securities America welcomes Michael “Keith” Napier of Wichita, Kansas. Keith has been serving clients since 2004 and has joined Securities America through Cordell Wealth Management, which also has offices in Hays and Topeka, Kansas...Read More