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Tactical Wealth Planning LLC
Nick Lager
Founder & Lead Advisor
CFP®
Location
Conshohocken,PA
Compensation
Fee Only
Aspire Investment Management
Kimberly Spisak
CFP®
Location
Westlake,OH
Compensation
Commission and Fee
DecisionPoint Financial, LLC
Scott Johnson
Chief Executive Officer
CFP®, AIF®
Location
Mesa,AZ
Compensation
Fee Only
Ameriprise Financial
Daniel Wilson
CFP
CFP®, ChFC®, CLU
Location
Auburndale,MA
Compensation
Commission and Fee
RBG Wealth Advisors
Timothy Ellis Jr.
CIO and Wealth Advisor
CFP®, CPA, PFS
Location
Memphis,TN
Compensation
Fee Only
Iconoclastic Capital Management
Christopher Haigh
CEO
CFP®, ChFC®, CLU, DACFP, RICP
Location
Brooklyn,NY
Compensation
Fee Only
Holton & Kosanke Wealth Management, LLC
Peter Kosanke Jr.
Investment Advisor Representative
CFP®
Location
Tucson,AZ
Compensation
Commission and Fee
Birchwood Financial Partners
Brayden Kelly
Financial Advisor
CFP®, BFA™
Location
Bloomington,MN
Compensation
Fee Only
Rall Capital Management, Inc.
Bob Rall
President
CFP®
Location
Rockledge,FL
Compensation
Fee Only
RB Capital Management, LLC
Robert Leiphart
Vice President of Financial Planning
CFP®
Location
Shelton,CT
Compensation
Commission and Fee
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