Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Robert W. Lee | M | - |
University of Kansas
| 32 ans |
| AufDerHeide Randall | M | - |
Blooom, Inc.
 Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s). | 11 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Kevin Conard | M | - |
Blooom, Inc.
Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s).
The Retirement Planning Group, Inc.
 The Retirement Planning Group, Inc. Investment ManagersFinance The Retirement Planning Group, Inc. (TRPG) is a SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Kevin Conrad and Chris Costello in 2004 and was acquired by Cetera Financial Group, Inc. in 2023. TRPG provides advisory services and manages portfolios for individuals and high net worth investors. | 4 ans |
| Jasvindarjit Singh | M | - |
University of Kansas
| 12 ans |
| Ryan Patrick Costello | M | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.
The Retirement Planning Group, Inc.
The Retirement Planning Group, Inc. Investment ManagersFinance The Retirement Planning Group, Inc. (TRPG) is a SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Kevin Conrad and Chris Costello in 2004 and was acquired by Cetera Financial Group, Inc. in 2023. TRPG provides advisory services and manages portfolios for individuals and high net worth investors. | 2 ans |
| Michael Maddox | M | 54 |
University of Kansas
| 7 ans |
| Jeremy D. Tasset | M | - |
University of Kansas
| 4 ans |
| Tom S. Boling | M | - |
The Retirement Planning Group, Inc.
The Retirement Planning Group, Inc. Investment ManagersFinance The Retirement Planning Group, Inc. (TRPG) is a SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Kevin Conrad and Chris Costello in 2004 and was acquired by Cetera Financial Group, Inc. in 2023. TRPG provides advisory services and manages portfolios for individuals and high net worth investors. | 4 ans |
| Douglas Siegel | M | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 17 ans |
| Joseph Grano | M | 76 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 2 ans |
| Sara Peng | F | - |
University of Kansas
| 4 ans |
| Matthew M. Burgener | M | 48 |
Blooom, Inc.
Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s). | 3 ans |
| Mike Jones | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | - |
| Stephen T. Sigler | M | 54 |
University of Kansas
| 8 ans |
| Ryan M. Sprott | M | 51 |
University of Kansas
| 5 ans |
| Kevin Matthew Jaegers | M | - |
The Retirement Planning Group, Inc.
The Retirement Planning Group, Inc. Investment ManagersFinance The Retirement Planning Group, Inc. (TRPG) is a SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Kevin Conrad and Chris Costello in 2004 and was acquired by Cetera Financial Group, Inc. in 2023. TRPG provides advisory services and manages portfolios for individuals and high net worth investors. | - |
| Maureen Caresse McAnarney | F | - |
University of Kansas
| 4 ans |
| Michael Fischer | M | - |
University of Kansas
| 4 ans |
| Gregory Charles Greenberg | M | - |
University of Kansas
| 4 ans |
| Alan T. Dickey | M | - |
University of Kansas
| 4 ans |
| Paul Malir | M | - |
University of Kansas
| 2 ans |
| Tana Goering | M | - |
University of Kansas
| 4 ans |
| Robert de Witt | M | - |
University of Kansas
| 4 ans |
| Robert John Popowski | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 5 ans |
| Matt A. Michaelis | M | - |
University of Kansas
| 4 ans |
| T. Russ | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | - |
| Steve W. Sloan | M | 61 |
University of Kansas
| 4 ans |
| Brian Jones | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 1 ans |
| Scott D. Claassen | M | - |
University of Kansas
| 2 ans |
| Gregory J. Attorri | M | 65 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 4 ans |
| Todd Shepherd | M | - |
University of Kansas
| 4 ans |
| Lin Fei Liu | M | 67 |
University of Kansas
| 3 ans |
| Quinn Cornelius | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 2 ans |
| Stephen Sardjono | M | 52 |
University of Kansas
| 4 ans |
| Li Yan | M | 57 |
University of Kansas
| 3 ans |
| Gerred Harrison Howe | M | - |
University of Kansas
| 6 ans |
| Mike Whitaker | M | - |
University of Kansas
| 5 ans |
| Matthew Weishaar | M | - |
University of Kansas
| 4 ans |
| Dexter Phillips | M | - |
University of Kansas
| 4 ans |
| David Kowach | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 6 ans |
| J. Aaron Grantham | M | - |
University of Kansas
| 3 ans |
| Steve Sanger | M | - |
University of Kansas
| 4 ans |
| Barry S. Skikne | M | 78 |
University of Kansas
| 14 ans |
| Russell G. Stone | M | 49 |
University of Kansas
| 4 ans |
| Januar Angkawidjaja | M | 56 |
University of Kansas
| 4 ans |
| Brenon Daly | M | - |
University of Kansas
| 4 ans |
| John Brandmeyer | M | - |
University of Kansas
| 5 ans |
| Josh Stephen Taylor | M | - |
University of Kansas
| 4 ans |
| Todd Vincent | M | - |
University of Kansas
| 4 ans |
| William W. Casey | M | - |
University of Kansas
| 3 ans |
| Hagen H. Rogers | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 6 ans |
| Jeremy Bezdek | M | 49 |
University of Kansas
| 4 ans |
| Kimberlee Brody | F | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 4 ans |
| Jack Christopher Ball | M | - |
University of Kansas
| 5 ans |
| Rob W. Schrepfer | M | 52 |
University of Kansas
| 4 ans |
| Ted Huber | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 2 ans |
| Justin Carr Nyweide | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 2 ans |
| Brett E. Braden | M | 52 |
University of Kansas
| 4 ans |
| M. Elizabeth Hardy | F | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | - |
| Andrew Philip Kohl | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 1 ans |
| Chad Gunther | M | - |
University of Kansas
| 4 ans |
| Matt McCall | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | - |
| Matt Perry | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 8 ans |
| Jeffrey Scott Stewart | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 4 ans |
| Craig Hettenbach | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 5 ans |
| James Hopke | M | 62 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 3 ans |
| Andrew G. Sullivan | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | - |
| Sam Pearlstein | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 3 ans |
| Joseph Nemelka | M | - |
University of Kansas
| 3 ans |
| Kenneth Gacevich | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 3 ans |
| Brook Minx | M | - |
University of Kansas
| 4 ans |
| Michael Yurkowsky | M | 53 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 6 ans |
| John Edward Hayes | M | 61 |
University of Kansas
| 3 ans |
| Bryan Phillips | M | 52 |
University of Kansas
| 4 ans |
| Lewis C. Cyr | M | 54 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 4 ans |
| Jason Stephen Edmonds | M | - |
University of Kansas
| 4 ans |
| Luke R. Tashie | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 1 ans |
| Susan Ball | F | - |
University of Kansas
| 4 ans |
| Melissa Lackey | F | - |
University of Kansas
| 4 ans |
| Michael L. Hirons | M | 53 |
University of Kansas
| 4 ans |
| Todd Porch | M | 56 |
University of Kansas
| 4 ans |
| Mark H. Johnson | M | - |
University of Kansas
| 3 ans |
| Andrew M. Kaboff | M | - |
University of Kansas
| 4 ans |
| Michael Jones | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 6 ans |
| Kenneth Hillman | M | - |
University of Kansas
| 4 ans |
| Jeff Schollaert | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 3 ans |
| Don Kuanglun Kuo | M | - |
University of Kansas
| 4 ans |
| Justin Roberts Sumner | M | - |
University of Kansas
| 3 ans |
| Stuart Michelson | M | - |
University of Kansas
| 3 ans |
| Amanda Goller | F | - |
University of Kansas
| 4 ans |
| Andy Moore | M | - |
University of Kansas
| 4 ans |
| George B. Hinton | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | - |
| Bruce Kelleher | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 4 ans |
| Jason Andrew Nelson | M | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 3 ans |
| Fay Mecke | F | - |
University of Kansas
| 4 ans |
| Laura Elizabeth Geritz | F | - |
University of Kansas
| 4 ans |
| Robert Tracy | M | - |
University of Kansas
| 4 ans |
| Andrew Lee Hain | M | - |
University of Kansas
| 4 ans |
| Lara Devieux | F | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | 5 ans |
| Maggie Kenefake | F | - |
University of Kansas
| 4 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 100 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Chris Costello
- Réseau Personnel