NFP Advisor Services Group

Industry: Company

Description

Founded: 1996 Subsidiaries: H. Beck, Inc., Rinvelt & David, LLC,

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NFP Advisor Services Group Employees

Employee
Years
Job
Industry
A. Michael Pizzello A. Michael Pizzello Elmhurst, Illinois Details
A. Michael Pizzello's NFP Advisor Services Group Experience May 2014 - August 2014
Job Investment Products Intern at NFP Advisor Services Group
Industry Financial Services
Experience
NFP Advisor Services Group   May 2014 - August 2014
HK Payroll Services, Inc. (HKP)   June 2013 - March 2014
ROYAL FOX COUNTRY CLUB  June 2012 - August 2012
FAVIA FINANCIAL GROUP   June 2009 - August 2009

Skills
Social Skills, Technology, Team Leadership, Leadership Development, Outlook, Personality, Highly personable, Building Relationships, Social Networking, Computers, Social Media, Microsoft Excel, Microsoft Word, Cold Calling Experience, Facebook, Access, Teamwork, Critical Thinking, Time Management, Public Speaking, Microsoft Office

Education
Loras College   2011 — 2015

Loras College Dubuque IA   2011 — 2015
Bachelor of Business, Accounting and Finance

Timothy Christian High School   2007 — 2011
High School Diploma

Glenn Andrade Glenn Andrade Orangevale, California Details
Glenn Andrade's NFP Advisor Services Group Experience June 2001 - March 2011
Job President at Andrade Financial Services, Inc.
Industry Financial Services
Experience
Andrade Financial Services, Inc.   March 2012 - Present
Mutual Securities, Inc. Member FINRA, SIPC   2011 - Present
Capital Region Financial Group, LLC   January 2006 - March 2012
NFP Advisor Services Group   June 2001 - March 2011
Wells Fargo Van Kasper  October 1996 - June 2001

Skills
Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Securities, Bonds

Education
Willamette University   1978 — 1982
BS, Economics

Punahou School   1972 — 1978
Diploma

Nathan McNair Nathan McNair Greater New York City Area Details
Nathan McNair's NFP Advisor Services Group Experience November 2007 - April 2011
Job
Industry Financial Services
Experience
Goldman Sachs  April 2015 - Present
Deutsche Bank  February 2014 - April 2015
Financial Industry Regulatory Authority  December 2012 - February 2014
Transcend Capital  April 2011 - December 2012
NFP Advisor Services Group   November 2007 - April 2011
NFP Advisor Services Group   September 2006 - November 2007
Washington Mutual  May 2005 - September 2006

Skills
Finra Series 7, Finra Series 66, Finra Series 24, Finra Series 53, Finra Series 4, Finra Series 3, Finra Series 30, Finra Series 34, FINRA, Options, Foreign Exchange, Series 7, Series 24, Equities, Uniform Combined State..., Trading, Financial Services, Investments, Securities, Mutual Funds, Commodity, AML

Education
The University of Texas at Austin   2001 — 2005
BA, Philosophy

Thomas J. Knight, CFP® Thomas J. Knight, CFP® Little Rock, Arkansas Details
Thomas J. Knight, CFP®'s NFP Advisor Services Group Experience July 2010 - November 2012
Job Chief Operating Officer at Ipsen & Associates
Industry Financial Services
Experience
Ipsen & Associates   July 2015 - Present
Legacy Capital Group  November 2012 - May 2015
NFP Advisor Services Group   July 2010 - November 2012
NFP Securities  June 2009 - July 2010
NFP Securities, Inc.   March 2007 - June 2009
NFP Securities  March 2006 - March 2007
NFP Securities  August 2004 - March 2006

Skills
Consultative Selling, Process Development, New Business Development, Management, Sales, Financial Services, Series 7, Selling, Recruiting, Fixed Income, Email Marketing, Process Simulation, Series 63, Business Development, Strategy, Employee Benefits, Financial Planners, Consulting, Training, Insurance

Education
The University of Texas at Austin   1999 — 2004
BA, Economics, Philosophy

Copperas Cove High School   1996 — 1999

Amber Bell Amber Bell Austin, Texas Area Details
Amber Bell's NFP Advisor Services Group Experience January 2013 - April 2014
Job Chief Compliance Officer at Spicewood Oaks Advisors, Inc.
Industry Financial Services
Experience
Spicewood Oaks Advisors, Inc.   January 2015 - Present
Couch Hallum Finanical Group, LLC   January 2015 - Present
NFP Advisor Services  April 2014 - January 2015
NFP Advisor Services Group   January 2013 - April 2014
Securities America, Inc. Member FINRA/SIPC   April 2011 - January 2013
ING Financial Partners  July 2007 - April 2011

Skills
Series 24, Series 7, FINRA, Compliance, Risk Management, Financial Services, Series 6, Series 66, Life & Health Insurance..., Securities, Financial Advisory, Wealth Management..., Investment Advisory..., Retirement Planning

Education
University of Maine   2005 — 2007
Bachelor of Science (B.S.), Elementary Education and Teaching; English

Eastern Nazarene College   2003 — 2005

Moira Moynihan - Manoog Moira Moynihan - Manoog Worcester, Massachusetts Details
Moira Moynihan - Manoog's NFP Advisor Services Group Experience May 1997 - Present
Job Principal, Certified Financial Planner at MSW Financial Partners
Industry Financial Services
Experience
NFP Advisor Services Group   May 1997 - Present
National Financial Partners  May 1997 - Present
MSW Financial Partners   February 1994 - Present

Skills
Retirement Planning, Series 7, Securities, Wealth Management, Series 63, Investment Advisory, Investments, Mutual Funds, Alternative Investments, Retirement, Estate Planning, Financial Advisory, Asset Management, FINRA, Strategic Financial..., Equities, Financial Services, Disability Insurance, Asset Allocation, Fixed Annuities, Financial Planning

Education
Boston College   1986 — 1990
Bachelor of Arts (B.A.), Art History, Criticism and Conservation

Boston University Center for Professional Education
Financial Planning Program

Jennette Schlinke Jennette Schlinke Austin, Texas Area Details
Jennette Schlinke's NFP Advisor Services Group Experience March 2014 - Present
Job AVP, Compliance
Industry Financial Services
Experience
NFP Advisor Services Group   March 2014 - Present
NFP Advisor Services Group   April 2011 - March 2014
NFP Advisor Services Group   April 2010 - April 2011
NFP Advisor Services Group   July 2008 - April 2010
NFP Advisor Services Group   November 2007 - July 2008
NFP Advisor Services Group   October 2006 - November 2007
Dale Shores Financial Services   August 2002 - October 2006
Charles Schwab  September 2000 - October 2002
Janus Capital Group  June 1999 - July 2000

Education
St. Edward's University   2000 — 2002
MBA, Finance

The University of Texas at Austin   1995 — 1998
MA, Microbiology

The University of Texas at Austin   1991 — 1995
BS, Microbiology

Debra Grier Debra Grier Greater Omaha Area Details
Debra Grier's NFP Advisor Services Group Experience May 2011 - August 2013
Job Mission Critical Positions Filled| Financial Advisor Placement | Succession/Continuity | 23 yrs experience
Industry Financial Services
Experience
Turning Point, Inc.   January 2015 - Present
DG Consulting Services, LLC   October 2013 - Present
NFP Advisor Services Group   May 2011 - August 2013
Securities America  May 2010 - May 2011
QA3 Financial Corp  2001 - 2010
Securities America, Inc. Member FINRA/SIPC   May 1994 - June 2001
Paine Webber  January 1991 - April 1994

Skills
Executive Search, Recruiting, Succession Planning, Broker-Dealer, Financial Services, Investment Advisory, Wealth Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities, Sales Management, Series 63, Alternative Investments, Financial Planning, FINRA, Estate Planning, Retirement, Financial Planners

Education
Evangel University   1982 — 1983
Music

Central Community College/Platte Campus   1980 — 1982
Music

Michael J. Murdock, MBA, JD Michael J. Murdock, MBA, JD Greater Grand Rapids, Michigan Area Details
Michael J. Murdock, MBA, JD's NFP Advisor Services Group Experience June 2011 - January 2013
Job Regional Recruiting Director at Ameriprise
Industry Financial Services
Experience
Ameriprise  January 2013 - Present
Ameriprise  January 2013 - Present
NFP Advisor Services Group   June 2011 - January 2013
VALIC  January 2009 - June 2011
Lincoln Financial Group  December 2007 - December 2008
LPL Financial  2003 - 2007

Skills
Securities, Life Insurance, New Business Development, Business Relationship..., Salesforce.com, Series 7, Series 24, series 66, series 51, Recruiting, Practice Management, Strategic Prospecting, Asset Managment, Wealth Management, Financial Services, Investments, 401k, Brokers, RIA Registered..., Uniform Combined State..., Retirement Planning, Asset Management

Education
Western Michigan University Cooley Law School   2010 — 2015
Doctor of Law (JD)

University of Indianapolis - School of Business   1997 — 2001
MBA, Business

University of Tennessee-Knoxville   1988 — 1993

North Central High School   1984 — 1988

tmcls

Markus Byrd, CFS® Markus Byrd, CFS® Dallas/Fort Worth Area Details
Markus Byrd, CFS®'s NFP Advisor Services Group Experience February 2014 - Present
Job Financial Advisor at NFP Advisor Services Group
Industry Financial Services
Experience
Milestone Group & Associates, LLC   February 2014 - Present
NFP Advisor Services Group   February 2014 - Present
Milestone Group & Associates LLC, Ameriprise Financial   May 2010 - February 2014
Milestone Planning Partners   December 2003 - April 2010
Milestone Planning Partners, LP   December 2003 - April 2010
Allmerica Financial  1999 - 2003
American Express Financial Advisors  March 1991 - September 1999

Skills
High Net Worth..., Personal Finance, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Securities, Financial Analysis, Wealth, 401k, Alternative Investments, Financial Modeling, Financial Services, Life Insurance, Equities, Financial Planners, Risk Management, Uniform Combined State..., Investment Management, Disability Insurance, Account Management, Sales, Saving for Education, Business Development, Investment Advisory, Finance, Series 24, Strategic Planning, Retirement Planning, Retirement, Financial Advisory, Marketing Strategy, Marketing, Customer Service, Financial Planning

Education
Stephen F. Austin State University   1986 — 1990
BBA, Economics Finance

Jonathan Peters Jonathan Peters Greater New York City Area Details
Jonathan Peters's NFP Advisor Services Group Experience March 2014 - Present
Job Financial Advisor at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services Group   March 2014 - Present
Transamerica Financial Advisors, Inc.   April 2009 - March 2014
Vandham Securities  March 2001 - July 2011
Knight Securities  July 1995 - March 2001
Nash Weiss & Co   May 1983 - June 1995

Skills
Strategic Financial..., Estate Planning, Retirement Planning, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, College Planning, 529 Plans, Variable Annuities, Fixed Annuities, Mutual Funds, IRAs, 401k, 401k Rollovers, Bonds, Fixed Income Strategies, Trusts, Debt Management, Equities, ETFs, Trading, Chart Analysis, Options, Series 7, Series 24, series 55, Series 63, Series 65

Education
Kutztown University of Pennsylvania   1982 — 1983
Business Management

Bergen Community College   1980 — 1982
business

Paramus High School   1976 — 1980

Julie-Anne Lewis Julie-Anne Lewis Middleburg, Virginia Details
Julie-Anne Lewis's NFP Advisor Services Group Experience February 2014 - Present
Job Owner of Middleburg Wealth Management
Industry Financial Services
Experience
NFP Advisor Services Group   February 2014 - Present
HOW   2014 - Present
Middleburg Wealth Management LLC   December 2010 - Present
Morgan Stanley Smith Barney  November 2000 - December 2010
Fleet Bank  January 1996 - October 2000

Skills
Wealth Management, Retirement Planning, Alternative Investments, Series 7, Investments, Asset Allocation, Asset Managment, Series 65, Securities, Investment Advisory, Strategic Financial..., Portfolio Management, Entrepreneurship, Trust Management, Charitable Trusts, Estate Planning, Life & Health Insurance..., Licensed Life & Health..., Irrevocable Life..., Asset Management, Financial Advisory, FINRA, High Net Worth..., Equities, Finance, Mutual Funds

Education
St John Fisher Unversity   1995 — 1997
Graduate Work

Edinboro University of Pennsylvania   1991 — 1995
BS in Business, Business/ Political Science

Fairport High School

Fairport High School

Fairport High School

Dana Rhodes Dana Rhodes Austin, Texas Area Details
Dana Rhodes's NFP Advisor Services Group Experience January 2013 - Present
Job VP, Advisory Services at NFP Advisor Services Group
Industry Financial Services
Experience
NFP Advisor Services Group   January 2013 - Present
NFP Advisor Services Group   September 2010 - Present
NFP Securities  January 2009 - September 2010
NFP Securities  April 2006 - January 2009
Invesco Ltd. (formerly AIM Investments)   January 2004 - March 2006
Invesco Ltd. (formerly AIM Investments)   January 2002 - January 2004
Invesco Ltd. (formerly AIM Investments)   January 2000 - January 2002

Skills
Mutual Funds, Wealth Management, Series 7, Investments, Financial Services, Financial Advisory, Investment Advisory, Relationship Management

Education
The University of Texas at Austin   1996 — 1999
Bachelor of Arts, Spanish, Business

Brad Best Brad Best Greater San Diego Area Details
Brad Best's NFP Advisor Services Group Experience March 2012 - February 2013
Job Director of Advisor Education at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group  March 2015 - Present
E*TRADE Financial Corporation  May 2014 - February 2015
NFP Advisor Services Group   March 2012 - February 2013
LPL Financial  January 2009 - March 2012
LPL Financial Services  February 2004 - December 2008
Outreach, Inc.   August 2002 - August 2003
Emerald Publications  1998 - 2002

Skills
Mutual Funds, Series 7, Investments, Financial Advisory, Financial Services, FINRA, Wealth Management, Asset Management, Finance, Series 63, Alternative Investments, Investment Advisory, Project Planning, Asset Allocation, Securities, Consulting, Relationship Mgmt

Education
Bethel University
B.A., English Literature

Davis Green Davis Green Austin, Texas Area Details
Davis Green's NFP Advisor Services Group Experience November 2013 - July 2015
Job Senior Associate, Advisor Benchmarking at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors  July 2015 - Present
NFP Advisor Services Group   November 2013 - July 2015
NFP Advisor Services Group   December 2011 - November 2013
Ted H. Heaton, III State Farm Insurance Agency   June 2009 - December 2011
MassMutual Financial Group  October 2007 - June 2009
Penske  2006 - 2007

Skills
Marketing, Life Insurance, Fixed Annuities, Disability Insurance, 401k, Asset Allocation, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Management, IRAs, Long-term Care, Uniform Combined State..., Equities, Project Planning, Investments, Financial Advisory

Education
Texas State University-San Marcos   2000 — 2005
Bachelor of Business Administration (BBA), Marketing

Rajesh K Singh Rajesh K Singh Austin, Texas Area Details
Rajesh K Singh's NFP Advisor Services Group Experience October 2011 - Present
Job Associate Technical Architect at Aditi Technologies
Industry Computer Software
Experience
NFP Advisor Services Group   October 2011 - Present
Ontario Systems  August 2011 - October 2011
MetLife  July 2009 - August 2011
Caselle, Inc.   May 2007 - January 2009
PassAlong Networks  July 2005 - January 2007
Microsoft  February 2005 - July 2005
RMSI  2003 - 2005

Skills
Business Intelligence, Microsoft SQL Server, Data Warehousing, Database Design, Force.com, Salesforce.com..., Agile Methodologies, Analysis Services, Data Analysis, SSRS, SSIS, MDX, TFS, Data Modeling, Hadoop, C#, Big Data, SharePoint, Web Services, ASP.NET, ADO.NET, .NET, DTS, CRM, Salesforce.com, LexisNexis, FINRA

Education
Manipal Institute of Technology
Master of science in Computer, Computer Science

Robert Pellati Robert Pellati Greater Minneapolis-St. Paul Area Details
Robert Pellati's NFP Advisor Services Group Experience August 2013 - October 2014
Job Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group  October 2014 - Present
NFP Advisor Services Group   August 2013 - October 2014
NFP Advisor Services Group   January 2013 - August 2013
Waddell & Reed  June 2012 - November 2012
Cantor Fitzgerald  September 2001 - February 2011
Cantor Fitzgerald  January 1997 - January 2000
Robertson Stephens & Co  January 1996 - January 1997
Cantor Fitzgerald  January 1993 - May 1996
Cantor Fitzgerald  January 1991 - January 1993

Skills
Capital Raising, Securitization, Private Placements, Equity Trading, Series 7, Equities, Series 63, Securities, Trading, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Options, Alternative Investments, Equity Derivatives, Traders, Investments, Equity Research, Financial Markets, Derivatives, series 66, series 24, Texas Insurance License, Series 24, Portfolio Management, Asset Management, ETFs, FINRA, Mutual Funds, Prime Brokerage, Investment Banking, Investment Advisory, FX Options, Proprietary Trading, Risk Management, Investment Management, Uniform Combined State..., Emerging Markets, Finance, Wealth Management, Trading Strategies, Private Equity, Investment Strategies, Equity Capital Markets, Hedging, Stocks, Commodity, Asset Allocation

Education
University of Iowa   1985 — 1989
BA, Political Science

Jared Stout Jared Stout Austin, Texas Area Details
Jared Stout's NFP Advisor Services Group Experience April 2011 - November 2012
Job Investment Analyst at Texas Permanent School Fund
Industry Investment Management
Experience
Texas Permanent School Fund  December 2012 - Present
NFP Advisor Services Group   April 2011 - November 2012
NFP Advisor Services Group   August 2009 - April 2011

Skills
Bloomberg, Zephyr, Morningstar Direct, FactSet

Education
Texas State University-San Marcos   2007 — 2008
Bachelor of Business Administration, Finance

Billy Holiman Billy Holiman Austin, Texas Area Details
Billy Holiman's NFP Advisor Services Group Experience December 2010 - March 2013
Job Product Manager, Platform Services/eCommunications at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  March 2013 - Present
NFP Advisor Services Group   December 2010 - March 2013
NFP Advisor Services Group   September 2003 - November 2010

Skills
Series 24, Financial Services, Series 7, FINRA, Wealth Management, Relationship Management, Product Management, Investment Advisory, Series 63, Alternative Investments, Securities, SDLC, Investments, Mutual Funds, Management, Strategy

Education
St. Edward's University   2006 — 2010
MBA, Corporate Finance

Stephen F. Austin State University   1993 — 1997
BBA in Marketing, Marketing, Management, Finance, Economics

Dannielle Cabler Dannielle Cabler Austin, Texas Area Details
Dannielle Cabler's NFP Advisor Services Group Experience February 2011 - August 2013
Job Compliance Consultant at Red Oak Compliance Solutions
Industry Financial Services
Experience
Red Oak Compliance Solutions   September 2015 - Present
Red Oak Compliance Solutions   May 2014 - Present
NFP Advisor Services Group   February 2011 - August 2013
NFP Advisor Services Group   May 2007 - February 2011
teleNetwork  May 2005 - March 2007
AIM Investments  2000 - 2003

Skills
Series 63, Series 7, Asset Management, FINRA, Fixed Annuities, Investments, Wealth Management, Retirement Planning, Mutual Funds, Human Resources, Investment Advisory, Insurance, Financial Services, Risk Management, Securities, Equity Trading, Process Improvement, Account Management, Relationship Management, Superior Client Service, Strategic Partnerships, Partner Management

Education
St. Edward's University   2005 — 2007
Psychology

Cisco College   2004 — 2005
Psychology, 4.0

Grant Woods Grant Woods Austin, Texas Area Details
Grant Woods's NFP Advisor Services Group Experience August 2013 - April 2014
Job Direct Account Specialist at NFP Advisor Services Group
Industry Financial Services
Experience
Round Rock Toyota  April 2015 - Present
NFP Advisor Services  April 2014 - November 2014
NFP Advisor Services Group   August 2013 - April 2014
NFP Advisor Services Group   February 2013 - August 2013
NFP Advisor Services Group   March 2011 - February 2013
Biketown   September 2009 - February 2011
Action Professional Outsourcing   2008 - 2009

Skills
Microsoft Excel, Series 7, Financial Services, Microsoft Office, Investments, Mutual Funds, Customer Service, Sales, Finance, Securities, Investment Advisory, Document Management

Education
Hardin-Simmons University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Mary Bostwick Mary Bostwick Austin, Texas Details
Mary Bostwick's NFP Advisor Services Group Experience May 2013 - June 2014
Job Compliance Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors  June 2015 - Present
NFP Advisor Services  June 2014 - June 2015
NFP Advisor Services Group   May 2013 - June 2014
The Trust Company  2011 - May 2013
Remington College  June 2009 - April 2010
University of Texas at Austin  October 2005 - May 2009
Principal Financial Group  June 2008 - September 2008

Skills
Spanish, PowerPoint, Customer Service, Microsoft Office, Financial Services, Wealth Management, Series 63, Series 7, Microsoft Excel, Series 24

Education
The University of Texas at Austin   2005 — 2009
B.A., Hispanic Studies

Universidad de Sevilla

Allen Barton Allen Barton San Antonio, Texas Details
Allen Barton's NFP Advisor Services Group Experience June 2006 - July 2007
Job Compliance Officer
Industry Financial Services
Experience
SWBC Wealth Management  July 2007 - November 2011
NFP Advisor Services Group   June 2006 - July 2007
Investment Professionals   October 2003 - April 2006

Skills
Series 7, Series 66, Series 53, Series 24, Series 4

Education
The University of Texas at San Antonio   1998 — 2003
Economics

Dennis Nabors Dennis Nabors New York, New York Details
Dennis Nabors's NFP Advisor Services Group Experience May 2011 - August 2011
Job Senior Analyst Acquisitions at Medical Properties Trust
Industry Financial Services
Experience
Medical Properties Trust  April 2015 - Present
Medical Properties Trust  April 2013 - March 2015
Medical Properties Trust  June 2012 - March 2013
NFP Advisor Services Group   May 2011 - August 2011

Education
University of Alabama   2010 — 2012
MBA, Finance

University of Alabama   2005 — 2009
Finance

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