McGladrey Wealth Management LLC
Industry: Company
DescriptionFounded: 1999 Parent organization: RSM US Subsidiary: Mcgladrey Wealth Management Llc, Asset Management Arm
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McGladrey Wealth Management LLC Employees
Employee
Years
Job
Industry
Cindy Cook DeRuyter Cindy Cook DeRuyter's McGladrey Wealth Management LLC Experience May 2013 - September 2015
Job Attorney and Freelance Writer
Industry Law Practice
Experience
DeRuyter Law, LLC March 2011 - Present
McGladrey Wealth Management LLC May 2013 - September 2015
Nuveen Investments March 2010 - October 2011
RSM McGladrey March 2006 - February 2010
FAF Advisors May 2005 - March 2006
Thrivent Financial August 1996 - April 2005
Skills
Estate Planning, Trusts, Wills, Insurance, Investment Advisory, Financial Services, Corporate Law, Compliance, Legal Research, Compliance Consulting, Business, Corporate Governance, Leadership, Financial Advisory, Wealth Management, Securities Regulation, Business Agreements
Education
Hamline University School of Law 2004 — 2008
JD, Law
Concordia University-Wisconsin 2000 — 2002
BA, Management and Communication
Northern State University 1989 — 1992
DeRuyter Law, LLC March 2011 - Present
McGladrey Wealth Management LLC May 2013 - September 2015
Nuveen Investments March 2010 - October 2011
RSM McGladrey March 2006 - February 2010
FAF Advisors May 2005 - March 2006
Thrivent Financial August 1996 - April 2005
Skills
Estate Planning, Trusts, Wills, Insurance, Investment Advisory, Financial Services, Corporate Law, Compliance, Legal Research, Compliance Consulting, Business, Corporate Governance, Leadership, Financial Advisory, Wealth Management, Securities Regulation, Business Agreements
Education
Hamline University School of Law 2004 — 2008
JD, Law
Concordia University-Wisconsin 2000 — 2002
BA, Management and Communication
Northern State University 1989 — 1992
Aaron Schomer Aaron Schomer's McGladrey Wealth Management LLC Experience February 2004 - Present
Job Director, Wealth Management at McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC February 2004 - Present
Foster Group September 1999 - November 2002
SUPERVALU April 1995 - September 1999
Skills
401k, Estate Planning, Strategic Financial..., Investment Advisory, Retirement Planning, Investments, High Net Worth..., Finance, Financial Planning, Wealth Management, Long Term Care, Term Life Insurance, Disability Insurance
Education
College for Financial Planning 2001 — 2005
Simpson College 1996 — 2001
BS, Accounting
McGladrey Wealth Management LLC February 2004 - Present
Foster Group September 1999 - November 2002
SUPERVALU April 1995 - September 1999
Skills
401k, Estate Planning, Strategic Financial..., Investment Advisory, Retirement Planning, Investments, High Net Worth..., Finance, Financial Planning, Wealth Management, Long Term Care, Term Life Insurance, Disability Insurance
Education
College for Financial Planning 2001 — 2005
Simpson College 1996 — 2001
BS, Accounting
Paul F. Maurin Paul F. Maurin's McGladrey Wealth Management LLC Experience November 2009 - Present
Job CFP®, EA, ChFC®, AIF®, CRPS®, Director Wealth Management, McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC November 2009 - Present
Morgan Stanley Smith Barney February 2007 - October 2009
Maurin Financial Services, Inc. January 2001 - December 2006
Timely Industries January 2000 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Estate Planning, Finance, Retirement, Insurance, Tax, Risk Management
Education
University of Southern California - Marshall School of Business 1975 — 1977
M.B.A., Finance & Real Estate
California State University-Los Angeles 1971 — 1975
B.S., Finance & Real Estate
Loyola Marymount University 1965 — 1969
B.S., Biology
McGladrey Wealth Management LLC November 2009 - Present
Morgan Stanley Smith Barney February 2007 - October 2009
Maurin Financial Services, Inc. January 2001 - December 2006
Timely Industries January 2000 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Estate Planning, Finance, Retirement, Insurance, Tax, Risk Management
Education
University of Southern California - Marshall School of Business 1975 — 1977
M.B.A., Finance & Real Estate
California State University-Los Angeles 1971 — 1975
B.S., Finance & Real Estate
Loyola Marymount University 1965 — 1969
B.S., Biology
Julie Wakefield, CFP® Julie Wakefield, CFP®'s McGladrey Wealth Management LLC Experience January 2008 - Present
Job Manager McGladrey Wealth Management, LLC
Industry Financial Services
Experience
McGladrey Wealth Management, LLC January 2008 - Present
Laird Norton Tyee April 2006 - October 2007
Bank of New York Mellon March 2003 - March 2006
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Financial Analysis, Investments, Financial Reporting, Investment Management, Financial Services
Education
City University of Seattle 2004 — 2008
MBA, Personal Finance
University of Michigan 1983 — 1988
BFA, Fine Art - Painting
McGladrey Wealth Management, LLC January 2008 - Present
Laird Norton Tyee April 2006 - October 2007
Bank of New York Mellon March 2003 - March 2006
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Financial Analysis, Investments, Financial Reporting, Investment Management, Financial Services
Education
City University of Seattle 2004 — 2008
MBA, Personal Finance
University of Michigan 1983 — 1988
BFA, Fine Art - Painting
Jeffrey Ramsey Jeffrey Ramsey's McGladrey Wealth Management LLC Experience July 2005 - Present
Job Director at McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC July 2005 - Present
American Express Financial Advisors January 1997 - January 2000
American Express Financial Advisors January 1995 - January 1997
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Investment Advisory, Financial Planners, Estate Planning, Retirement, High Net Worth..., Financial Analysis, Financial Services, Mutual Funds, Finance, Wealth, 401k, Tax, Financial Advisory, Series 7, Wealth Management..., Investment Strategies, Asset Management, Asset Managment, Risk Management
Education
University of Minnesota-Twin Cities 1980 — 1985
Bachelor of Arts, History & Speech Communications
SLP High School
McGladrey Wealth Management LLC July 2005 - Present
American Express Financial Advisors January 1997 - January 2000
American Express Financial Advisors January 1995 - January 1997
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Investment Advisory, Financial Planners, Estate Planning, Retirement, High Net Worth..., Financial Analysis, Financial Services, Mutual Funds, Finance, Wealth, 401k, Tax, Financial Advisory, Series 7, Wealth Management..., Investment Strategies, Asset Management, Asset Managment, Risk Management
Education
University of Minnesota-Twin Cities 1980 — 1985
Bachelor of Arts, History & Speech Communications
SLP High School
Maureen Carrion, CFP® Maureen Carrion, CFP®'s McGladrey Wealth Management LLC Experience January 2011 - Present
Job Financial Planner at McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC January 2011 - Present
Parr Financial Solutions, Inc. December 2009 - December 2010
Baltimore-Washington Financial Advisors September 2005 - October 2009
Lee, Sipe & Associates June 2004 - September 2005
FINRA/EDS, Inc February 1993 - November 2000
Skills
Retirement Planning, 401k, Investment Management, Personal Financial..., Asset Allocation, Series 65, Retirement Plan...
Education
The American College
CFP Certification Curriculum
University of Maryland University College
B.S., Information Systems Management
University of Maryland College Park
B.S., Microbiology
McGladrey Wealth Management LLC January 2011 - Present
Parr Financial Solutions, Inc. December 2009 - December 2010
Baltimore-Washington Financial Advisors September 2005 - October 2009
Lee, Sipe & Associates June 2004 - September 2005
FINRA/EDS, Inc February 1993 - November 2000
Skills
Retirement Planning, 401k, Investment Management, Personal Financial..., Asset Allocation, Series 65, Retirement Plan...
Education
The American College
CFP Certification Curriculum
University of Maryland University College
B.S., Information Systems Management
University of Maryland College Park
B.S., Microbiology
Gregg Stein, CPA, CFP® Gregg Stein, CPA, CFP®'s McGladrey Wealth Management LLC Experience January 2006 - Present
Job Director, Wealth Management at McGladrey
Industry Financial Services
Experience
McGladrey Wealth Management LLC January 2006 - Present
Mantas, Ohliger, McGary & Quinn 1994 - 2005
Morgan Stanley 1997 - 1998
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Asset Management, Tax, Investment Management, Personal Finance, Risk Management, Investment Advisory, Asset Managment, Sarbanes-Oxley Act, Mergers & Acquisitions, Retirement Planning
Education
American University 1990 — 1994
BSBA, Accounting, Finance
American University - Kogod School of Business 1990 — 1994
Harriton High School 1986 — 1990
McGladrey Wealth Management LLC January 2006 - Present
Mantas, Ohliger, McGary & Quinn 1994 - 2005
Morgan Stanley 1997 - 1998
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Asset Management, Tax, Investment Management, Personal Finance, Risk Management, Investment Advisory, Asset Managment, Sarbanes-Oxley Act, Mergers & Acquisitions, Retirement Planning
Education
American University 1990 — 1994
BSBA, Accounting, Finance
American University - Kogod School of Business 1990 — 1994
Harriton High School 1986 — 1990
Kara Proctor Kara Proctor's McGladrey Wealth Management LLC Experience 2013 - Present
Job Associate Advisor at McGladrey Wealth Management LLC
Industry Investment Management
Experience
McGladrey August 2013 - Present
McGladrey Wealth Management LLC 2013 - Present
Raymond James Financial Inc. September 2009 - August 2013
Wells Fargo May 2007 - September 2009
Wells Fargo Private Bank 2007 - 2009
Skills
Higher Education, Research, Policy Analysis, Qualitative Research, Data Analysis, Statistics, Nonprofits, Public Speaking, Public Policy, Student Affairs, Program Evaluation, Teaching, Career Counseling, Organizational..., Social Media, Leadership Development, Leadership, Economics, Sustainability, Analysis
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Stout 2004 — 2005
McGladrey August 2013 - Present
McGladrey Wealth Management LLC 2013 - Present
Raymond James Financial Inc. September 2009 - August 2013
Wells Fargo May 2007 - September 2009
Wells Fargo Private Bank 2007 - 2009
Skills
Higher Education, Research, Policy Analysis, Qualitative Research, Data Analysis, Statistics, Nonprofits, Public Speaking, Public Policy, Student Affairs, Program Evaluation, Teaching, Career Counseling, Organizational..., Social Media, Leadership Development, Leadership, Economics, Sustainability, Analysis
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Stout 2004 — 2005
Chad Tramp Chad Tramp's McGladrey Wealth Management LLC Experience Director, Wealth ManagementMcGladrey Wealth Management LLC1999 - September 2014
Job Partner at McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC Director, Wealth ManagementMcGladrey Wealth Management LLC1999 - September 2014
The Pacesetter Corp January 1997 - December 1998
McGladrey & Pullen June 1993 - December 1996
Williams and Company CPAs, PLLC January 1992 - June 1993
Skills
Estate Planning, Wealth Management, Investment Advisory, Financial Planners, Retirement Planning, High Net Worth..., Tax, Investments, Asset Allocation, Estate Tax Planning, Personal Finance, Wealth Management..., Employee Benefits, Financial Services, Finance, Wealth, Mutual Funds
Education
Mount Marty College 1987 — 1991
Bachelors, Accounting, Math
Yankton High School 1982 — 1986
McGladrey Wealth Management LLC Director, Wealth ManagementMcGladrey Wealth Management LLC1999 - September 2014
The Pacesetter Corp January 1997 - December 1998
McGladrey & Pullen June 1993 - December 1996
Williams and Company CPAs, PLLC January 1992 - June 1993
Skills
Estate Planning, Wealth Management, Investment Advisory, Financial Planners, Retirement Planning, High Net Worth..., Tax, Investments, Asset Allocation, Estate Tax Planning, Personal Finance, Wealth Management..., Employee Benefits, Financial Services, Finance, Wealth, Mutual Funds
Education
Mount Marty College 1987 — 1991
Bachelors, Accounting, Math
Yankton High School 1982 — 1986
Jeremy Fisher Jeremy Fisher's McGladrey Wealth Management LLC Experience December 2012 - Present
Job Associate Wealth Advisor at McGladrey Wealth Management LLC
Industry Investment Management
Experience
McGladrey Wealth Management LLC December 2012 - Present
US Trust, Bank of America June 2009 - December 2012
Bank of America May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia May 2006 - August 2006
Education
Campbell University 2008 — 2009
MBA, Concentration in Finance
Campbell University 2004 — 2009
BBA Trust and Wealth Management, Minor in Financial Planning
McGladrey Wealth Management LLC December 2012 - Present
US Trust, Bank of America June 2009 - December 2012
Bank of America May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia May 2006 - August 2006
Education
Campbell University 2008 — 2009
MBA, Concentration in Finance
Campbell University 2004 — 2009
BBA Trust and Wealth Management, Minor in Financial Planning
Eric Stein, CFA's McGladrey Wealth Management LLC Experience August 2005 - Present
Job Chief Investment Officer
Industry Investment Management
Experience
McGladrey Wealth Management LLC August 2005 - Present
Goldman Sachs January 1998 - August 2005
Glickenhaus & Co. June 1995 - December 1997
Skills
Asset Allocation, Investments, Wealth Management, Fixed Income, Mutual Funds, Alternative Investments, Due Diligence, Equities, Capital Markets, ETFs, Risk, Retirement Planning, 401k, Separately Managed..., UMA, Retirement Solutions, Commodities, Endowments, Tax Efficiency, Asset Location
Education
Indiana University Bloomington 1990 — 1994
BS, Finance
McGladrey Wealth Management LLC August 2005 - Present
Goldman Sachs January 1998 - August 2005
Glickenhaus & Co. June 1995 - December 1997
Skills
Asset Allocation, Investments, Wealth Management, Fixed Income, Mutual Funds, Alternative Investments, Due Diligence, Equities, Capital Markets, ETFs, Risk, Retirement Planning, 401k, Separately Managed..., UMA, Retirement Solutions, Commodities, Endowments, Tax Efficiency, Asset Location
Education
Indiana University Bloomington 1990 — 1994
BS, Finance
Daniel Avery, CFP®, CIPM Daniel Avery, CFP®, CIPM's McGladrey Wealth Management LLC Experience March 2011 - Present
Job Director of Investment Services at McGladrey Wealth Managment LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC March 2011 - Present
Culp Elliott & Carpenter, PLLC August 2007 - March 2011
Plante Moran Financial Advisors December 2003 - July 2007
Smith Barney July 2002 - December 2003
Borgess Health & Fitness Center January 2000 - January 2001
Michigan Athletic Club 1999 - 2000
Indianapolis Colts July 1999 - September 1999
U.S. AIR FORCE January 1992 - January 1994
Skills
Financial Planning, Asset Management, Investments, Tax, Asset Allocation
Education
Michigan State University 1995 — 1999
Bachelor of Science, Kinesiology
McGladrey Wealth Management LLC March 2011 - Present
Culp Elliott & Carpenter, PLLC August 2007 - March 2011
Plante Moran Financial Advisors December 2003 - July 2007
Smith Barney July 2002 - December 2003
Borgess Health & Fitness Center January 2000 - January 2001
Michigan Athletic Club 1999 - 2000
Indianapolis Colts July 1999 - September 1999
U.S. AIR FORCE January 1992 - January 1994
Skills
Financial Planning, Asset Management, Investments, Tax, Asset Allocation
Education
Michigan State University 1995 — 1999
Bachelor of Science, Kinesiology
Kimberly Hillyard's McGladrey Wealth Management LLC Experience October 2005 - Present
Job Manager at McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC October 2005 - Present
Hillyard Enterprises, LLC March 2007 - Present
Hardinger & Associates - a branch of Ameriprise March 2003 - October 2005
GSE Environmental June 2002 - March 2003
Skills
Retirement Planning, Investments, Succession Planning, Strategic Financial..., Estate Planning, Investment Advisory, 401k, Asset Allocation, Financial Planners, Wealth Management, Wealth, Financial Services, Tax, Asset Management, Management Consulting, Process Improvement, Mutual Funds
Education
The American College 2005 — 2007
CFP Coursework
Simpson College 1998 — 2002
Bachelor of Arts, Double Major - Management and Spanish
Universidad de Granada 2001 — 2001
Mediapolis High School 1994 — 1998
McGladrey Wealth Management LLC October 2005 - Present
Hillyard Enterprises, LLC March 2007 - Present
Hardinger & Associates - a branch of Ameriprise March 2003 - October 2005
GSE Environmental June 2002 - March 2003
Skills
Retirement Planning, Investments, Succession Planning, Strategic Financial..., Estate Planning, Investment Advisory, 401k, Asset Allocation, Financial Planners, Wealth Management, Wealth, Financial Services, Tax, Asset Management, Management Consulting, Process Improvement, Mutual Funds
Education
The American College 2005 — 2007
CFP Coursework
Simpson College 1998 — 2002
Bachelor of Arts, Double Major - Management and Spanish
Universidad de Granada 2001 — 2001
Mediapolis High School 1994 — 1998
Eric Alleckson, CFP®'s McGladrey Wealth Management LLC Experience April 2007 - Present
Job Director, Wealth Advisor at McGladrey
Industry Investment Management
Experience
McGladrey Wealth Management LLC April 2007 - Present
Wells Fargo Private Client Services 1999 - 2007
Skills
Wealth Management..., Retirement Planning, Investment Management, Personal Financial..., Social Security Income...
Education
Concordia College
BA, Cum Laude, Economics
The American College
CFP® Certification Curriculum
McGladrey Wealth Management LLC April 2007 - Present
Wells Fargo Private Client Services 1999 - 2007
Skills
Wealth Management..., Retirement Planning, Investment Management, Personal Financial..., Social Security Income...
Education
Concordia College
BA, Cum Laude, Economics
The American College
CFP® Certification Curriculum
David Klintworth's McGladrey Wealth Management LLC Experience 1994 - Present
Job Partner at McGladrey LLP
Industry Financial Services
Experience
McGladrey LLP November 1994 - Present
McGladrey Wealth Management LLC 1994 - Present
Skills
Mutual Funds, Investment Management, Business Valuation, Retirement Plan..., SEC filings, Retirement, Alternative Investments, CPA, Investments, Pensions, Personal Finance, Wealth Management..., Wealth, Financial Advisory, Personal Financial..., Securities, Wealth Management, Trusts, Asset Allocation, Retirement Planning, Goal Oriented, Investment Advisory, Tax, Small Business, Financial Planners, High Net Worth..., Strategic Financial..., Income Tax, Estate Planning, Estate Tax Planning, 401k, Results Oriented, Financial Planning, Income Tax Planning
Education
Bradley University
Accounting
McGladrey LLP November 1994 - Present
McGladrey Wealth Management LLC 1994 - Present
Skills
Mutual Funds, Investment Management, Business Valuation, Retirement Plan..., SEC filings, Retirement, Alternative Investments, CPA, Investments, Pensions, Personal Finance, Wealth Management..., Wealth, Financial Advisory, Personal Financial..., Securities, Wealth Management, Trusts, Asset Allocation, Retirement Planning, Goal Oriented, Investment Advisory, Tax, Small Business, Financial Planners, High Net Worth..., Strategic Financial..., Income Tax, Estate Planning, Estate Tax Planning, 401k, Results Oriented, Financial Planning, Income Tax Planning
Education
Bradley University
Accounting
Joy Munsch's McGladrey Wealth Management LLC Experience December 2004 - Present
Job Compliance Coordinator at McGladrey Wealth Management LLC
Industry Accounting
Experience
McGladrey Wealth Management LLC December 2004 - Present
Washington Square Securities January 1974 - February 2004
Education
Southwest Minnesota State University
Bachelor of Science (B.S.)
Southwest Minnesota State University - Marshall, MN
McGladrey Wealth Management LLC December 2004 - Present
Washington Square Securities January 1974 - February 2004
Education
Southwest Minnesota State University
Bachelor of Science (B.S.)
Southwest Minnesota State University - Marshall, MN
Jonathan Verhelst, CFP®'s McGladrey Wealth Management LLC Experience January 2009 - August 2013
Job Financial Advisor
Industry Financial Services
Experience
MLWM August 2013 - Present
McGladrey Wealth Management LLC January 2009 - August 2013
Prudential Financial August 2008 - January 2009
Zacks Investment Management June 2007 - August 2007
Skills
Series 63, Financial Analysis, Series 6, Financial Reporting, Financial Statements, Microsoft Excel, General Ledger, Outlook, Spreadsheets, Certified Financial..., Wealth Management, Series 7, Salesforce.com
Education
Augustana College 2004 — 2008
Bachelor of Arts (B.A.), Business Administration
Soldotna High School
MLWM August 2013 - Present
McGladrey Wealth Management LLC January 2009 - August 2013
Prudential Financial August 2008 - January 2009
Zacks Investment Management June 2007 - August 2007
Skills
Series 63, Financial Analysis, Series 6, Financial Reporting, Financial Statements, Microsoft Excel, General Ledger, Outlook, Spreadsheets, Certified Financial..., Wealth Management, Series 7, Salesforce.com
Education
Augustana College 2004 — 2008
Bachelor of Arts (B.A.), Business Administration
Soldotna High School
Chris Kovarik, CFP's McGladrey Wealth Management LLC Experience December 2004 - Present
Job Certified Financial Planner at McGladrey
Industry Financial Services
Experience
McGladrey Wealth Management LLC December 2004 - Present
Ameriprise Financial June 1998 - July 2001
Skills
Estate Planning, Tax, 401k, Foundations, Financial Planning, Wealth, Financial Advisory, High Net Worth..., Strategic Financial..., Financial Planners, Wealth Management, Retirement Planning, Investment Advisory, Investments, Insurance Planning, ERISA
Education
College for Financial Planning 2008 — 2010
CFP, Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance and Management
McGladrey Wealth Management LLC December 2004 - Present
Ameriprise Financial June 1998 - July 2001
Skills
Estate Planning, Tax, 401k, Foundations, Financial Planning, Wealth, Financial Advisory, High Net Worth..., Strategic Financial..., Financial Planners, Wealth Management, Retirement Planning, Investment Advisory, Investments, Insurance Planning, ERISA
Education
College for Financial Planning 2008 — 2010
CFP, Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance and Management
Paul F. Maurin's McGladrey Wealth Management LLC Experience November 2009 - Present
Job CFP®, EA, ChFC®, AIF®, CRPS®, Wealth Advisor / Director Wealth Management
Industry Financial Services
Experience
McGladrey Wealth Management LLC November 2009 - Present
Morgan Stanley Smith Barney January 2007 - October 2009
Maurin Financial Services, Inc. January 2001 - December 2006
Skills
Wealth Management, Estate Planning, Retirement, Investments, Tax, Financial Planners, Insurance, High Net Worth..., Wealth, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, 401k, Asset Allocation, Mutual Funds, Wealth Management..., Investment Management, Asset Managment, Accounting, Social Security Analysis, Employer Retirement...
Education
University of Southern California 1975 — 1977
Master of Business Administration (M.B.A.), Finance & Real Estate
California State University-Los Angeles 1972 — 1975
Bachelor of Science (BS), Finance & Real Estate
Loyola Marymount University 1965 — 1969
Bachelor of Science (BS), Biology, General
McGladrey Wealth Management LLC November 2009 - Present
Morgan Stanley Smith Barney January 2007 - October 2009
Maurin Financial Services, Inc. January 2001 - December 2006
Skills
Wealth Management, Estate Planning, Retirement, Investments, Tax, Financial Planners, Insurance, High Net Worth..., Wealth, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, 401k, Asset Allocation, Mutual Funds, Wealth Management..., Investment Management, Asset Managment, Accounting, Social Security Analysis, Employer Retirement...
Education
University of Southern California 1975 — 1977
Master of Business Administration (M.B.A.), Finance & Real Estate
California State University-Los Angeles 1972 — 1975
Bachelor of Science (BS), Finance & Real Estate
Loyola Marymount University 1965 — 1969
Bachelor of Science (BS), Biology, General
Tom Rippberger's McGladrey Wealth Management LLC Experience November 2004 - March 2013
Job AdvisorNet Wealth Management, Vice President
Industry Financial Services
Experience
Financially Fluent Advisors April 2015 - Present
AdvisorNet Financial September 2013 - Present
McGladrey Wealth Management LLC November 2004 - March 2013
ING / Washington Square Securities, Inc. May 2000 - October 2004
TCF Insurance and Investments May 1999 - May 2000
Skills
Financial Planning, Securities, Investment Advisory, ERISA, Insurance, Broker-Dealer Compliance, Investment Advisers Act, Compliance, Strategic Financial..., Mutual Funds, Investment Management, Estate Planning, Asset Management, Alternative Investments, Financial Risk, Series 7, 401k, Asset Managment, Financial Services
Education
William Mitchell College of Law 1995 — 1997
J.D.
Chicago-Kent College of Law, Illinois Institute of Technology 1994 — 1995
St. Olaf College 1989 — 1993
B.A., Chemistry and Political Science
Financially Fluent Advisors April 2015 - Present
AdvisorNet Financial September 2013 - Present
McGladrey Wealth Management LLC November 2004 - March 2013
ING / Washington Square Securities, Inc. May 2000 - October 2004
TCF Insurance and Investments May 1999 - May 2000
Skills
Financial Planning, Securities, Investment Advisory, ERISA, Insurance, Broker-Dealer Compliance, Investment Advisers Act, Compliance, Strategic Financial..., Mutual Funds, Investment Management, Estate Planning, Asset Management, Alternative Investments, Financial Risk, Series 7, 401k, Asset Managment, Financial Services
Education
William Mitchell College of Law 1995 — 1997
J.D.
Chicago-Kent College of Law, Illinois Institute of Technology 1994 — 1995
St. Olaf College 1989 — 1993
B.A., Chemistry and Political Science
Timothy Gianos J.D., CPA, PFS's McGladrey Wealth Management LLC Experience August 1998 - Present
Job Director at McGladrey Wealth Management LLC.
Industry Investment Management
Experience
McGladrey Wealth Management LLC. August 1998 - Present
Skills
High Net Worth..., Strategic Financial..., Wealth Management, Estate Planning, Investments, Tax, Income Tax, Portfolio Management, Risk Management, Asset Managment
Education
Loyola University Chicago School of Law
Doctor of Law (J.D.)
Loyola University of Chicago
Bachelor of Science (BS), Accounting
McGladrey Wealth Management LLC. August 1998 - Present
Skills
High Net Worth..., Strategic Financial..., Wealth Management, Estate Planning, Investments, Tax, Income Tax, Portfolio Management, Risk Management, Asset Managment
Education
Loyola University Chicago School of Law
Doctor of Law (J.D.)
Loyola University of Chicago
Bachelor of Science (BS), Accounting
David Hardinger's McGladrey Wealth Management LLC Experience November 2005 - Present
Job McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC November 2005 - Present
McGladrey Wealth Management LLC November 2005 - Present
Ameriprise Financial Services, Inc. July 1980 - October 2005
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Estate Planning, Retirement Planning, Tax, 401k
Education
University of Iowa - Henry B. Tippie College of Business 1975 — 1977
BBA, Finance and Insurance
McGladrey Wealth Management LLC November 2005 - Present
McGladrey Wealth Management LLC November 2005 - Present
Ameriprise Financial Services, Inc. July 1980 - October 2005
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Estate Planning, Retirement Planning, Tax, 401k
Education
University of Iowa - Henry B. Tippie College of Business 1975 — 1977
BBA, Finance and Insurance
Nancy Picton's McGladrey Wealth Management LLC Experience January 2001 - Present
Job WM CSR at McGladrey
Industry Accounting
Experience
McGladrey Wealth Management LLC January 2001 - Present
McGladrey November 1989 - January 2001
Skills
Wealth Management
Education
Illinois State University 1981 — 1985
Bachelor's of Science, Office Administration
McGladrey Wealth Management LLC January 2001 - Present
McGladrey November 1989 - January 2001
Skills
Wealth Management
Education
Illinois State University 1981 — 1985
Bachelor's of Science, Office Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY