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Brad Combs
Portefeuillebeheerder-Aandelen bij Acropolis Investment Management LLC
Oorsprong van het eerstegraads netwerk van Brad Combs
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Acropolis Investment Management LLC
![]() Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors.
19
| Private Company | Investment Managers | 19 |
Rockhurst University
13
| College/University | Other Consumer Services | 13 |
Paradigm Financial Advisors LLC
![]() Paradigm Financial Advisors LLC Investment ManagersFinance Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families.
3
| Subsidiary | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brad Combs via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Everbank NA
![]() Everbank NA Savings BanksFinance Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL. | Savings Banks | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
Southern Illinois University | College/University | Graduate Degree Undergraduate Degree | |
Baker University | College/University | Undergraduate Degree Graduate Degree | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
St. Louis University | College/University | Undergraduate Degree Masters Business Admin | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
GenOn Energy Holdings, Inc.
![]() GenOn Energy Holdings, Inc. Electric UtilitiesUtilities GenOn Energy Holdings, Inc. provides electricity generation and distribution, management of gas assets, fuel procurement, and marketing of energy and energy-linked commodities. The company was founded on January 19, 2001 and is headquartered in Princeton, NJ. | Electric Utilities | Comptroller/Controller/Auditor | |
SagePoint Financial, Inc.
![]() SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Edward D. Jones & Co. LP (Investment Management)
![]() Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
USAF 12245 Katy Freeway LLC | Corporate Officer/Principal | ||
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
University of Missouri-St. Louis | College/University | Undergraduate Degree | |
Midwest BankCentre, Inc.
![]() Midwest BankCentre, Inc. Regional BanksFinance Midwest BankCentre, Inc. provides banking services. The firm offers deposit products including checking savings, money market accounts, personal and business loans, credit card, cash management, trust and merchant services. It offers various investment products such as mutual funds and annuities. The company was founded in 1906 and is headquartered in St. Louis, MO. | Regional Banks | Corporate Officer/Principal | |
Bart's Electric Co., Inc.
![]() Bart's Electric Co., Inc. Engineering & ConstructionIndustrial Services Bart's Electric Co., Inc. provides commercial electrical and special systems services. It serves the commercial, industrial, institutional, healthcare, military, and correctional markets. The company was founded by Bart Walker in 1992 and is headquartered in Pleasant Valley, MO. | Engineering & Construction | Corporate Officer/Principal | |
Edgehill Venture Partners LLC
![]() Edgehill Venture Partners LLC Investment ManagersFinance Edgehill Venture Partner LLC (Edgehill Venture Partner) is a private equity firm founded in 2009 by C. Andrew Martin. The firm is headquartered in Mission, Kansas. | Investment Managers | Consultant / Advisor | |
Virtus LLC (Kansas)
![]() Virtus LLC (Kansas) Insurance Brokers/ServicesFinance Virtus LLC operates as a brokerage and consulting firm. It offers actuarial analysis, captive consulting, safety and loss control , claims management consulting, and property and casualty insurance services. The company was founded by Andrew Gray in 2013 and is headquartered in Overland Park, KS. | Insurance Brokers/Services | Founder | |
Haakon Capital LLC
![]() Haakon Capital LLC Investment ManagersFinance Haakon Capital LLC is a private equity firm founded in 2006 by William Thomas Grant II and William Thomas Grant III. The firm is headquartered in Kansas, Missouri. | Investment Managers | Private Equity Investor | |
Mariner Wealth Advisors-NYC LLC
![]() Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Investment Managers | Market Strategist | |
Northeastern State University | College/University | Undergraduate Degree | |
UMB Bank, NA (Investment Management)
![]() UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Portfolio Manager-Equities | |
Torotel Products, Inc.
![]() Torotel Products, Inc. Electronic ComponentsElectronic Technology Torotel Products, Inc. engages in the manufacture of custom magnetics for the aerospace, defense and industrial sectors. Its products include transformers, inductors, and molded coils, electromechanical assemblies; and cables. The company was founded in 1957 and is headquartered in Olathe, KS. | Electronic Components | Corporate Officer/Principal | |
Opendorse, Inc.
![]() Opendorse, Inc. Packaged SoftwareTechnology Services Opendorse, Inc. provides marketing services to professional athletes. It specializes in research, analytics and measurement, activation, and endorsement campaigns. The company was founded by Timothy Braun, Blake Lawrence, and Adi Kunalic in 2012 and is headquartered in Lincoln, NE. | Packaged Software | Director/Board Member | |
Layr Holdings, Inc.
![]() Layr Holdings, Inc. Internet Software/ServicesTechnology Services Layr Holdings, Inc. operates artificial intelligence powered business insurance platform. The company was founded by Phillip Naples and Andrew Egenes and is headquartered in Atlanta, GA. | Internet Software/Services | Director/Board Member | |
Flyover Capital Partners LLC
![]() Flyover Capital Partners LLC Investment ManagersFinance Flyover Capital Partners LLC (Flyover Capital Partners) is a venture capital subsidiary of Mariner LLC founded in 2014 by Keith Molzer and Thad Langford. The firm is headquartered in Overland Park, Kansas. | Investment Managers | Founder | |
Maryville University of St. Louis | College/University | Masters Business Admin | |
McKendree University | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
Big Band Software LLC
![]() Big Band Software LLC Financial ConglomeratesFinance Big Band Software LLC provides B2B SaaS software solutions. The private company is based in Saint Paul, MN. The company was founded by Jason Heath, Chris Reedy, Kevin McArdle. Kevin McArdle has been the CEO since incorporation. | Financial Conglomerates | Chief Executive Officer | |
Marquette University | College/University | Undergraduate Degree | |
Groove Capital Management LLC
![]() Groove Capital Management LLC Investment ManagersFinance Groove Capital Management LLC (Groove Capital) is a venture capital firm founded in 2020 by Reed Robinson. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Consultant / Advisor | |
SureSwift Capital, Inc.
![]() SureSwift Capital, Inc. Investment ManagersFinance SureSwift Capital, Inc. creates optimal outcomes for founders of bootstrapped software as a service business. The company was founded by Kevin McArdle and is headquartered in Victoria, Canada. | Investment Managers | Chief Executive Officer | |
Lindenwood University | College/University | Undergraduate Degree | |
Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Investment Managers | Market Strategist | |
Agrible, Inc.
![]() Agrible, Inc. Packaged SoftwareTechnology Services Agrible, Inc. provides predictive analytics tools for farmers and growers. Its software provides field-level forecasts and data on yield predictions, nutrient availability, fieldwork timing, spraying conditions, hail events, potential pest problems, and weather. The company was founded by Bill Northcott, Christopher M. Harbourt, Eric Snodgrass, and Paul S. Miller in 2007 and is headquartered in Champaign, IL. | Packaged Software | Director/Board Member | |
Aker Technologies, Inc.
![]() Aker Technologies, Inc. Packaged SoftwareTechnology Services Aker Technologies, Inc. develops and markets the mortgage-backed securities trading systems MBS expert system. It offers akerscourt, imagery, analytics, and aker pest network services. The company is headquartered in Winnebago, MN. | Packaged Software | Director/Board Member | |
ClaimKit, Inc.
![]() ClaimKit, Inc. Miscellaneous Commercial ServicesCommercial Services ClaimKit, Inc. engages in the provision of insurance document intelligence software. Its solutions include RiskGenius for brokers, RiskGenius for carriers, and emerging risk discovery for carriers. The company was founded by Chris Cheatham and Douglas Reiser in 2011 and is headquartered in Overland Park, KS. | Miscellaneous Commercial Services | Director/Board Member | |
University of Nebraska | College/University | Undergraduate Degree | |
Balance Innovations LLC
![]() Balance Innovations LLC Packaged SoftwareTechnology Services Balance Innovations LLC engages in the software company. It also develops solutions such as payment reconciliation, corporate reporting, deposit tracking, retail analytics, electronic-safe management, self-checkout management, and check conversion. The company was founded in 2004 and is headquartered in Lenexa, KS. | Packaged Software | Founder | |
Autit LLC
![]() Autit LLC Information Technology ServicesTechnology Services Autit LLC provides software that allows manufacturing companies to optimize the inventory and procurement of indirect MRO parts in their facilities. Its solutions include manufacturing, suppliers and distributors. The company was founded by Paul J. Noble and is headquartered in Atlanta, GA. | Information Technology Services | Director/Board Member | |
Lendingstandard, Inc.
![]() Lendingstandard, Inc. Information Technology ServicesTechnology Services Lendingstandard, Inc. provides computer programming services. The company is headquartered in Kansas City, MO. | Information Technology Services | Director/Board Member | |
Velostics, Inc.
![]() Velostics, Inc. Packaged SoftwareTechnology Services Velostics, Inc. is a logistics and supply chain enterprise software-as-a-service (SaaS) company that specializes in automating manual and paper-based truck scheduling, check-in, and order entry processes for terminals, warehouses, and plants. The company is based in Houston, TX, and has subsidiaries in the United States. The company's platform automates scheduling for logistics service providers between carriers, shippers, and consignees via their industry-leading 3-way scheduling solution. The Velostics® AI platform automates communication between carriers and facilities systems and logistics teams to schedule, check-in, and load vehicles faster and error-free. The company was founded by Gaurav Khandelwal, who has been the CEO since incorporation. | Packaged Software | Director/Board Member | |
Innara Health, Inc.
![]() Innara Health, Inc. Electronic Equipment/InstrumentsElectronic Technology Innara Health, Inc. provides understanding and improvement of neonatal, pediatric, and adult feeding. It offers the FDA-cleared NTrainer System, the first neonatal technology that assesses and develops non-nutritive suck for newborns and infants born prematurely. The company was founded by David Stalling and D. Michael Litscher in 2006 and is headquartered in Olathe, KS. | Electronic Equipment/Instruments | Chairman |
Statistieken
Internationaal
Verenigde Staten | 49 |
Canada | 2 |
Sectoraal
Finance | 21 |
Consumer Services | 15 |
Technology Services | 9 |
Commercial Services | 3 |
Electronic Technology | 3 |
Operationeel
Corporate Officer/Principal | 41 |
Undergraduate Degree | 33 |
Portfolio Manager-Equities | 22 |
Director/Board Member | 15 |
Masters Business Admin | 14 |
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