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Dan D. Meiklejohn
Portfolio Manager-Aktien bei Spectrum Management Group LLC (Indiana)
Ursprung des Netzwerks ersten Grades von Dan D. Meiklejohn
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Spectrum Management Group LLC (Indiana)
![]() Spectrum Management Group LLC (Indiana) Investment ManagersFinance Spectrum Management Group LLC (SMG) is an independent wealth management firm headquartered in Indianapolis, Indiana. The firm was founded in 1995 by Leslie D. Thompson and Robert (Bob) C. Phillips. SMG provides investment management services to individuals, high net-worth individuals, business entities, qualified retirement plans, foundations, endowments, charitable organizations, and trusts.
5
| Private Company | Investment Managers | 5 |
BKD Wealth Advisors LLC
![]() BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities.
1
| Extinct | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dan D. Meiklejohn
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Arkansas | College/University | Masters Business Admin | |
Ball State University (Indiana) | College/University | Undergraduate Degree | |
Spectrum Wealth Counsel LLC
![]() Spectrum Wealth Counsel LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Spectrum Wealth Counsel LLC is a company headquartered in Indianapolis, IN, that provides investment advice. The firm was founded in 2010 by Robert Cletus Phillips, he has been the CEO since then. | Investment Managers | Chief Executive Officer | |
Purdue University | College/University | Undergraduate Degree | |
Marian University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Sektoral
Consumer Services | 6 |
Finance | 2 |
Operativ
Undergraduate Degree | 6 |
Founder | 3 |
Analyst-Equity | 3 |
Chief Executive Officer | 2 |
Chief Investment Officer | 2 |
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