Great American Advisors, Inc.
Industry: Company
DescriptionFounded: 1993 Parent organization: Lincoln Investment Planning, LLC
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Great American Advisors, Inc. Employees
Employee
Years
Job
Industry
Todd Desberg Todd Desberg's Great American Advisors, Inc. Experience April 1999 - October 2007
Job Financial Advisor, Vice President Investments with First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation February 2013 - Present
NOVA Financial Services November 2010 - February 2013
Woodbury Financial Services October 2007 - November 2010
Desberg Financial Resource September 1999 - November 2010
Great American Advisors, Inc. April 1999 - October 2007
Skills
Retirement Planning, Investments, Financial Services, Life Insurance, Series 6, Wealth Management, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Series 7, Series 65, Investment Advisory, Estate Planning, Variable Life, Accident, Strategic Financial..., Investment Strategies, Investment Management, Portfolio Management, Insurance, Asset Managment
Education
University of Arizona 1997 — 1998
Public Health, Law, and Business Administration
Ohio University 1990 — 1995
Bachelor of Science, Business Administration and Health
First Financial Equity Corporation February 2013 - Present
NOVA Financial Services November 2010 - February 2013
Woodbury Financial Services October 2007 - November 2010
Desberg Financial Resource September 1999 - November 2010
Great American Advisors, Inc. April 1999 - October 2007
Skills
Retirement Planning, Investments, Financial Services, Life Insurance, Series 6, Wealth Management, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Series 7, Series 65, Investment Advisory, Estate Planning, Variable Life, Accident, Strategic Financial..., Investment Strategies, Investment Management, Portfolio Management, Insurance, Asset Managment
Education
University of Arizona 1997 — 1998
Public Health, Law, and Business Administration
Ohio University 1990 — 1995
Bachelor of Science, Business Administration and Health
Timothy Leonard Timothy Leonard's Great American Advisors, Inc. Experience 1993 - 2010
Job Manager at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 1993 - 2010
Skills
Series 7, Series 24, Financial Analysis, 401k, Fixed Annuities, Mutual Funds, Term Life Insurance, Variable Annuities, Options
Education
Miami University 1978 — 1982
Bachelor's degree, Marketing and Economics
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 1993 - 2010
Skills
Series 7, Series 24, Financial Analysis, 401k, Fixed Annuities, Mutual Funds, Term Life Insurance, Variable Annuities, Options
Education
Miami University 1978 — 1982
Bachelor's degree, Marketing and Economics
Sally Renk Sally Renk's Great American Advisors, Inc. Experience 2004 - 2010
Job Financial Advisor at Lincoln Investment Planning, Inc.
Industry Investment Management
Experience
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 2004 - 2010
Ameriprise Financial Services, Inc. 2004 - 2004
Laser Works, LLC 1992 - 2004
Skills
Retirement Planning, Investment Advisory, Stocks, Bonds, ETFs, Mutual Funds, Annuities, Traditional IRA, Roth IRA, 403 b, 401(k) Plans, 401k Rollovers, SEPs & SIMPLEs, Series 7, Series 66, Licensed Life & Health..., Strategic Financial..., Financial Advisory
Education
Wright State University 2002 — 2004
Bachelor of Science in Business (B.S.B.), Finance with a concentration in Financial Planning, Suma Cum Laude
Southern State Community College 1999 — 2002
Associate of Arts (AA), Transfer Module
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 2004 - 2010
Ameriprise Financial Services, Inc. 2004 - 2004
Laser Works, LLC 1992 - 2004
Skills
Retirement Planning, Investment Advisory, Stocks, Bonds, ETFs, Mutual Funds, Annuities, Traditional IRA, Roth IRA, 403 b, 401(k) Plans, 401k Rollovers, SEPs & SIMPLEs, Series 7, Series 66, Licensed Life & Health..., Strategic Financial..., Financial Advisory
Education
Wright State University 2002 — 2004
Bachelor of Science in Business (B.S.B.), Finance with a concentration in Financial Planning, Suma Cum Laude
Southern State Community College 1999 — 2002
Associate of Arts (AA), Transfer Module
Bethanne Siivola, MBA, Black Belt Certified Bethanne Siivola, MBA, Black Belt Certified's Great American Advisors, Inc. Experience April 2005 - May 2009
Job Operational Management | Project Management | Business Analyst | Black Belt Certified
Industry Consumer Services
Experience
Republic Services June 2015 - Present
LifeLock May 2009 - June 2015
Great American Advisors, Inc. April 2005 - May 2009
Charles Schwab 1999 - 2005
Skills
Black Belt, Six Sigma, Business Analysis, Process Improvement, Business Process..., Microsoft Excel, Financial Analysis, Business Process, Financial Modeling, Analysis, Forecasting, Access, Risk Management, Requirements Gathering, Analytics, SAP Business Objects, Visio, Organizational..., Customer Retention, Project Management, Project Planning, ROI Strategies, ROI Analysis, Business Case..., Relationship Management, Team Leadership, Executive Support, Reporting & Analysis, Financial Reporting, Operational Excellence, Business Systems..., Streamlining Operations, Streamlining Work..., Customer Engagement, Business Strategy, Oracle CRM, SharePoint, Liaison, Cross-functional Team..., Operations Management, Experienced Business...
Education
Western International University 2010 — 2012
Master of Business Administration (MBA)
Arizona State University
Bachelor of Science (BS), Finance
Republic Services June 2015 - Present
LifeLock May 2009 - June 2015
Great American Advisors, Inc. April 2005 - May 2009
Charles Schwab 1999 - 2005
Skills
Black Belt, Six Sigma, Business Analysis, Process Improvement, Business Process..., Microsoft Excel, Financial Analysis, Business Process, Financial Modeling, Analysis, Forecasting, Access, Risk Management, Requirements Gathering, Analytics, SAP Business Objects, Visio, Organizational..., Customer Retention, Project Management, Project Planning, ROI Strategies, ROI Analysis, Business Case..., Relationship Management, Team Leadership, Executive Support, Reporting & Analysis, Financial Reporting, Operational Excellence, Business Systems..., Streamlining Operations, Streamlining Work..., Customer Engagement, Business Strategy, Oracle CRM, SharePoint, Liaison, Cross-functional Team..., Operations Management, Experienced Business...
Education
Western International University 2010 — 2012
Master of Business Administration (MBA)
Arizona State University
Bachelor of Science (BS), Finance
Barbara F. Robins Barbara F. Robins's Great American Advisors, Inc. Experience 1994 - 2010
Job Financial Representative, Investment Advisor Representative
Industry Financial Services
Experience
Consolidated Financial Corporation 1994 - Present
Lincoln Investment Planning, Inc. 2010 - Present
Great American Advisors, Inc. 1994 - 2010
Skills
Investments, Investment Advisory, Retirement Planning, Insurance, IRAs, 401k Rollovers, Wealth Accumulation, Mutual Funds, Stocks, Bonds, Annuities, Employer Plans, College Funding, Series 7, 66, 6 and 63, FINRA
Education
University of Michigan
Bachelor of Science (B.S.)
Consolidated Financial Corporation 1994 - Present
Lincoln Investment Planning, Inc. 2010 - Present
Great American Advisors, Inc. 1994 - 2010
Skills
Investments, Investment Advisory, Retirement Planning, Insurance, IRAs, 401k Rollovers, Wealth Accumulation, Mutual Funds, Stocks, Bonds, Annuities, Employer Plans, College Funding, Series 7, 66, 6 and 63, FINRA
Education
University of Michigan
Bachelor of Science (B.S.)
Andrew C. Bambeck III, M.S.,CFP® Andrew C. Bambeck III, M.S.,CFP®'s Great American Advisors, Inc. Experience March 1994 - March 1999
Job Financial Advisor/Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Bambeck Investment Services, Inc. September 2004 - Present
Regional Broker/Dealer March 1999 - August 2004
Great American Advisors, Inc. March 1994 - March 1999
Office of the Comptroller of the Currency August 1993 - March 1994
Huntington National Bank March 1986 - August 1993
Skills
Retirement, Strategic Financial..., Financial Advisory, Securities, Retirement Planning, Strategic Planning, Investment Advisory, Investments, Insurance, Long-term Care, Estate Planning
Education
College for Financial Planning 2011 — 2012
Master of Science (MS), Personal Financial Planning
College for Financial Planning 1985 — 1986
CFP®, CERTIFIED FINANCIAL PLANNER(TM) Professional
University of Cincinnati College of Business 1979 — 1981
B.S., Finance
Bowling Green State University 1977 — 1979
Business
Bambeck Investment Services, Inc. September 2004 - Present
Regional Broker/Dealer March 1999 - August 2004
Great American Advisors, Inc. March 1994 - March 1999
Office of the Comptroller of the Currency August 1993 - March 1994
Huntington National Bank March 1986 - August 1993
Skills
Retirement, Strategic Financial..., Financial Advisory, Securities, Retirement Planning, Strategic Planning, Investment Advisory, Investments, Insurance, Long-term Care, Estate Planning
Education
College for Financial Planning 2011 — 2012
Master of Science (MS), Personal Financial Planning
College for Financial Planning 1985 — 1986
CFP®, CERTIFIED FINANCIAL PLANNER(TM) Professional
University of Cincinnati College of Business 1979 — 1981
B.S., Finance
Bowling Green State University 1977 — 1979
Business
Peter Nerone Peter Nerone's Great American Advisors, Inc. Experience 1993 - Present
Job President of Great American Advisors Inc.
Industry Financial Services
Experience
Devou Park Advisory Council 2009 - Present
Linden Grove Cemetery 2008 - Present
Great American Advisors, Inc. 1993 - Present
The Annuity Group of Great American Insurance Group 1993 - Present
Linden Gateway Small Area Study January 2008 - August 2013
District 40 Toastmasters 2012 - 2012
District 40 Toastmasters 2012 - 2012
Skills
FINRA Series 4, 7, 24,..., Life, Accident, Health..., Fixed Annuities
Education
University of Cincinnati 1977 — 1982
B. A., Economics
Devou Park Advisory Council 2009 - Present
Linden Grove Cemetery 2008 - Present
Great American Advisors, Inc. 1993 - Present
The Annuity Group of Great American Insurance Group 1993 - Present
Linden Gateway Small Area Study January 2008 - August 2013
District 40 Toastmasters 2012 - 2012
District 40 Toastmasters 2012 - 2012
Skills
FINRA Series 4, 7, 24,..., Life, Accident, Health..., Fixed Annuities
Education
University of Cincinnati 1977 — 1982
B. A., Economics
Rebekah Rutherford Rebekah Rutherford's Great American Advisors, Inc. Experience August 2008 - August 2010
Job Director of Compliance at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. July 2012 - Present
Lincoln Investment Planning, Inc. August 2010 - July 2012
Great American Advisors, Inc. August 2008 - August 2010
Fifth Third Securities August 2005 - August 2008
Education
Miami University 1999 — 2004
B.S. in Business Administration, Finance
Summit Brokerage Services, Inc. July 2012 - Present
Lincoln Investment Planning, Inc. August 2010 - July 2012
Great American Advisors, Inc. August 2008 - August 2010
Fifth Third Securities August 2005 - August 2008
Education
Miami University 1999 — 2004
B.S. in Business Administration, Finance
Paul Ohlin Paul Ohlin's Great American Advisors, Inc. Experience August 1998 - March 2011
Job at Private Client Services, LLC
Industry Financial Services
Experience
Private Client Services, LLC February 2011 - Present
Great American Advisors, Inc. August 1998 - March 2011
Great American Financial Resources November 1995 - August 1998
Commonwealth Hilton Hotel March 1993 - November 1995
Skills
Series 7
Education
University of Cincinnati College of Business 1987 — 1992
BBA, Finance and Management
Private Client Services, LLC February 2011 - Present
Great American Advisors, Inc. August 1998 - March 2011
Great American Financial Resources November 1995 - August 1998
Commonwealth Hilton Hotel March 1993 - November 1995
Skills
Series 7
Education
University of Cincinnati College of Business 1987 — 1992
BBA, Finance and Management
C. Nicholas Van Horn, MBA's Great American Advisors, Inc. Experience September 2007 - August 2010
Job Field Training Manager at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company February 2015 - Present
The O.N. Equity Sales Company April 2013 - February 2015
The O.N. Equity Sales Company April 2012 - April 2013
Lincoln Investment Planning August 2010 - April 2012
Great American Advisors, Inc. September 2007 - August 2010
Fidelity Investments February 2006 - September 2007
Skills
FINRA, Investments, Series 7, Asset Management, Mutual Funds, Financial Markets, Trading, Customer Relations, Series 63, Securities, Equities, Options, Customer Service, Fixed Income, Stock, Series 66, Series 24, Series 53, Training, Public Speaking
Education
Xavier University - School of Business Administration 2010 — 2013
MBA, Business/Finance
Miami University 2001 — 2005
B.S., Exercise Science
The O.N. Equity Sales Company February 2015 - Present
The O.N. Equity Sales Company April 2013 - February 2015
The O.N. Equity Sales Company April 2012 - April 2013
Lincoln Investment Planning August 2010 - April 2012
Great American Advisors, Inc. September 2007 - August 2010
Fidelity Investments February 2006 - September 2007
Skills
FINRA, Investments, Series 7, Asset Management, Mutual Funds, Financial Markets, Trading, Customer Relations, Series 63, Securities, Equities, Options, Customer Service, Fixed Income, Stock, Series 66, Series 24, Series 53, Training, Public Speaking
Education
Xavier University - School of Business Administration 2010 — 2013
MBA, Business/Finance
Miami University 2001 — 2005
B.S., Exercise Science
Chris Gryzen Chris Gryzen's Great American Advisors, Inc. Experience February 1998 - March 2003
Job Experienced Financial Professional
Industry Financial Services
Experience
Thrivent Financial February 2012 - February 2013
Gryzen Consulting June 2005 - August 2012
Bank of the West, a subsidiary of BNP Paribas March 2006 - January 2011
Self Employed - FINRA Arbitrator 1999 - 2011
Creighton University 2006 - 2007
Securities America, Inc. 2003 - 2006
Great American Advisors, Inc. February 1998 - March 2003
First of America Bank, now part of PNC Bank October 1995 - February 1998
Skills
Arbitration, Education, Management, Auditing, Communication Skills, Solution Development, Analysis, Delivering Results, Risk Management, Investments, Securities, FINRA, AML, Mutual Funds, Fixed Annuities, Wealth Management, Investment Advisory, Series 24, Insurance, Series 7, Financial Services, Series 63, Asset Management, Hedge Funds, Asset Allocation, Alternative Investments, Portfolio Management, Retirement, Equities, Financial Advisory, Investment Strategies, Strategic Financial..., Estate Planning, Investment Management, Fixed Income, 401k, Uniform Combined State..., Series 65, ETFs, Wealth Management..., Bonds, Options, Capital Markets
Education
Xavier University 1999 — 2002
MBA
Hope College 1991 — 1995
B.A., Economics and Business Administration
Thrivent Financial February 2012 - February 2013
Gryzen Consulting June 2005 - August 2012
Bank of the West, a subsidiary of BNP Paribas March 2006 - January 2011
Self Employed - FINRA Arbitrator 1999 - 2011
Creighton University 2006 - 2007
Securities America, Inc. 2003 - 2006
Great American Advisors, Inc. February 1998 - March 2003
First of America Bank, now part of PNC Bank October 1995 - February 1998
Skills
Arbitration, Education, Management, Auditing, Communication Skills, Solution Development, Analysis, Delivering Results, Risk Management, Investments, Securities, FINRA, AML, Mutual Funds, Fixed Annuities, Wealth Management, Investment Advisory, Series 24, Insurance, Series 7, Financial Services, Series 63, Asset Management, Hedge Funds, Asset Allocation, Alternative Investments, Portfolio Management, Retirement, Equities, Financial Advisory, Investment Strategies, Strategic Financial..., Estate Planning, Investment Management, Fixed Income, 401k, Uniform Combined State..., Series 65, ETFs, Wealth Management..., Bonds, Options, Capital Markets
Education
Xavier University 1999 — 2002
MBA
Hope College 1991 — 1995
B.A., Economics and Business Administration
David Kereiakes's Great American Advisors, Inc. Experience August 2009 - June 2012
Job Sr. Associate at River Cities Capital Funds
Industry Financial Services
Experience
River Cities Capital Funds June 2012 - Present
Great American Financial Resources August 2010 - June 2012
Great American Advisors, Inc. August 2009 - June 2012
Merrill Lynch May 2008 - August 2008
Procter & Gamble May 2007 - August 2007
Skills
Series 7, Series 63, Series 66, Investments, Series 24, Venture Capital, Venture Financing, Uniform Combined State..., Securities, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Valuation, Corporate Finance, Finance, Financial Analysis
Education
Xavier University - Williams College of Business 2010 — 2011
MBA
Indiana University - Kelley School of Business 2005 — 2009
BS Finance
River Cities Capital Funds June 2012 - Present
Great American Financial Resources August 2010 - June 2012
Great American Advisors, Inc. August 2009 - June 2012
Merrill Lynch May 2008 - August 2008
Procter & Gamble May 2007 - August 2007
Skills
Series 7, Series 63, Series 66, Investments, Series 24, Venture Capital, Venture Financing, Uniform Combined State..., Securities, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Valuation, Corporate Finance, Finance, Financial Analysis
Education
Xavier University - Williams College of Business 2010 — 2011
MBA
Indiana University - Kelley School of Business 2005 — 2009
BS Finance
Milissa Brennan's Great American Advisors, Inc. Experience August 2010 - December 2011
Job Regional Manager at Transamerica Financial Advisors, Inc.
Industry
Experience
Transamerica Financial Advisors, Inc. January 2015 - Present
PNC Investments December 2011 - January 2015
Great American Advisors, Inc. August 2010 - December 2011
Great American Advisors, Inc. December 2004 - August 2010
Provident Securities and Investment, Co. June 1993 - October 2004
Education
University of Cincinnati
Transamerica Financial Advisors, Inc. January 2015 - Present
PNC Investments December 2011 - January 2015
Great American Advisors, Inc. August 2010 - December 2011
Great American Advisors, Inc. December 2004 - August 2010
Provident Securities and Investment, Co. June 1993 - October 2004
Education
University of Cincinnati
Felicity Larrick's Great American Advisors, Inc. Experience December 1998 - November 2002
Job Educational Assistant at Sycamore Community Schools
Industry Financial Services
Experience
Sycamore Community Schools August 2014 - Present
Sycamore Community Schools April 2013 - May 2014
Macy's October 2013 - January 2014
Target October 2011 - November 2012
Great American Advisors, Inc. December 1998 - November 2002
Fifth Third Bank September 1990 - April 1998
Skills
Cashiering, Loss Prevention, Customer Service, Merchandising, Visual Merchandising, Retail, Store Management, Cash Register, Planograms, Retail Sales, Store Operations, Shrinkage, Elementary Education, Working With Children, Safeguarding Children, Regulatory Compliance, Presentation Skills, Computer Proficiency, Financial Markets, Investment Management, Complaint Investigations, Record Keeping
Education
Xavier University 1988 — 1992
Master of Business Administration (MBA), Finance, General
The Ohio State University 1977 — 1981
Bachelor of Science, Business Administation, Marketing
Sycamore Community Schools August 2014 - Present
Sycamore Community Schools April 2013 - May 2014
Macy's October 2013 - January 2014
Target October 2011 - November 2012
Great American Advisors, Inc. December 1998 - November 2002
Fifth Third Bank September 1990 - April 1998
Skills
Cashiering, Loss Prevention, Customer Service, Merchandising, Visual Merchandising, Retail, Store Management, Cash Register, Planograms, Retail Sales, Store Operations, Shrinkage, Elementary Education, Working With Children, Safeguarding Children, Regulatory Compliance, Presentation Skills, Computer Proficiency, Financial Markets, Investment Management, Complaint Investigations, Record Keeping
Education
Xavier University 1988 — 1992
Master of Business Administration (MBA), Finance, General
The Ohio State University 1977 — 1981
Bachelor of Science, Business Administation, Marketing
Daniel O'Keefe's Great American Advisors, Inc. Experience May 2007 - August 2010
Job at
Industry Financial Services
Experience
Ohio National Financial Services September 2013 - Present
Lincoln Investment Planning September 2010 - September 2013
Great American Advisors, Inc. May 2007 - August 2010
Lifetime Financial Growth August 2002 - February 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Services, Series 63, Investments, Wealth Management, Fixed Annuities, Asset Management, Portfolio Management, FINRA, Insurance
Education
George Mason University 1994 — 1996
Ohio National Financial Services September 2013 - Present
Lincoln Investment Planning September 2010 - September 2013
Great American Advisors, Inc. May 2007 - August 2010
Lifetime Financial Growth August 2002 - February 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Services, Series 63, Investments, Wealth Management, Fixed Annuities, Asset Management, Portfolio Management, FINRA, Insurance
Education
George Mason University 1994 — 1996
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY