Cleveland, OH – Pension Advisors has recently announced that Glen Colwell will serve as President of the Milwaukee and Chicago-area office of the firm. Mr. Colwell joins Pension Advisors and Independent Financial Group after several years as the Director of Financial Services and Wealth Management Advisor at Infinity Benefit Solutions. Pension Advisors is a member firm of Independent Financial Group, LLC, (IFG) an independent broker/dealer headquartered in San Diego, CA.
“We’re very pleased to welcome Glen to IFG,” explains IFG Managing Director and Chief Marketing Officer, David A. Fischer. He continues, “Our service offering, technology platform, and compliance infrastructure provide advisors like Glen with a platform for success.”
“We are thrilled to have Glen join our rapidly growing firm.” Says David Krasnow, Pension Advisors’ Founder and CEO. “From the moment we met him, we saw that his experience, philosophy, forwardthinking and attention to detail mirrored the values of our firm and the fit was there from almost day one. Glen is an industry leader, and has consistently been a game-changer in the retirement industry. He is forward thinking, diligent, and his approach mirrors ours.”
About Pension Advisors
Pension Advisors is headquartered in Cleveland, Ohio with 6 additional offices in Florida, Puerto Rico, Georgia, South Carolina, and now Milwaukee/Chicago and New York. The firm manages 200+ corporate plans and $2 billion in plan assets. The Pension Advisors team’s ability to look to the future has consistently allowed the firm to provide their clients with customized solutions to meet retirement plan needs and understand the industry, providers, funds, fees, and current technology. Pension Advisors serves as a 3(21) and 3(38) co-fiduciary on its plans, provide one-on-one education to its clients and their participants, and offers a proprietary managed account program, AdviseMe!®. The firm is known for its ability to stay years ahead of the industry, and has recently offered their clients the opportunity to participate in institutional investments and pricing, regardless of plan size.
About Independent Financial Group, America’s Finest Broker-Dealer®
Independent Financial Group, LLC serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. IFG’s corporate office now supports nearly 600 independent registered representatives. Their notable success has been recognized in numerous financial services industry publications including Financial Planning, Financial Advisor and Investment News. In 2014, IFG ranked #5in revenue growth on Financial Planning’s Annual Broker-Dealer Survey. Independent Financial Group has also gained nationwide recognition with Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list and has been acknowledged consecutively in the San Diego Business Journal’s list of Fastest-Growing Companies for the past nine years.