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Business Contacts & Backgrounds


Company Profile

Status:Inactive

Industry:Investment Advisory Service

Member:Daniel Lodes / Principal, inactive


Former Employees

Position at Wealth Advisors Group Next job position
Brad Steenport
Paraplanner/Project CoordinatorOct 2008 - Apr 2011
Regal BeloitSales Representative Since Apr 2011
Daniel Lodes
Founder
David Urovsky
PresidentSince Aug 2002
Capitol Securities Management Inc.Senior Vice President of Investments Since 2011
Jason Turnbull
Registered Sales Assistant at Raymond James Financial Services, Inc.Since Aug 2005
Joe Dewald
PartnerSince Feb 2000
Kathy Surber
Office ManagerSince Sep 2011
Kevin Laisure
Financial Planning InternMay 2011 - Aug 2011
Celadon Trucking Services IncDriver Payroll Personnel Since Feb 2013
Lynn Ott
Junior AdvisorSince 2008
Michele Bracken
BookkeepingAug 2008 - Jan 2013
Michele BrackenBookkeeping Since Feb 2013
Mitch Vanderhagen
Internship2009 - 2009
PepsiCo - Frito LayOperations Resource Manager Since Apr 2013
Shelly Lodes
Co Owner2004 - 2008
International Social Media AssociationCertification, Social Media Marketing Since 2010
Shelly O'brien
Personnel management2004 - 2008
International Social Media AssociationCertification, Social Media Marketing Since 2010
Vonna Allen
Reg Rep

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