Eikenberry Retirement Planning has new ownership
Eikenberry Retirement Planning staff Marsha Jones, John Eikenberry, Donna Calloway, Luke Bertke and Nick Boeckman.
SIDNEY – 2020 was a transitional year for many Americans, and the staff at Eikenberry Retirement Planning are no exception. The dynamic nature of the US economy provided some incredibly high highs and some dramatically low lows in the year 2020. It was another year in which the firm was happy to help its clients in the community navigate their financial futures and retirement plans.
It was also transitional for the fact that Eikenberry Retirement Planning is under new ownership for the first time in more than 40 years. In April 2020, John Eikenberry sold the firm to Nicholas Boeckman, CFP. Nick had worked for John for eight years, and he is excited for the opportunity to continue John’s mission with tireless support of retirees in our local community.
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WASHINGTON, Feb. 18, 2021 /PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP® certification against David A. Jenson, which was effective as of February 4, 2021.
In February 2021, CFP Board issued an automatic interim suspension order suspending Mr. Jenson s right to use the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks. CFP Board imposed an automatic interim suspension after receiving evidence that Mr. Jenson was permanently barred by the Financial Regulatory Authority, Inc. (FINRA) from association with any FINRA member in any capacities on January 22, 2021, wherein FINRA made findings that Mr. Jenson received FINRA s request and refused to produce the information or documents requested. FINRA determined that Mr. Jenson s refusal to produce the information or documents as requested warranted a permanent bar under FINRA Rules 8210 a
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Small-business owners are often passionate about what they do and take great pride in the value or service their business offers. It’s likely they work long hours and spend ample mental time thinking about operations, employee retention, customer acquisition, human resources and reducing liability.
They often shed blood, sweat and tears for their baby, especially in the early stages. And if they’re successful, these efforts begin to pay dividends where they ultimately find themselves with an asset that has real value. It’s usually at this time when they reach a financial fork in the road.
/PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) will administer the first CFP® exam of 2021 from March 9-16, 2021. A remote.
Steward Partners Global Advisory Welcomes Webster Grosso Wealth Management
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WASHINGTON, Feb. 9, 2021 /PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), welcomes Webster Grosso Wealth Management to its partnership roster. The new firm is led by Ron Webster and Ed Grosso CFP
®, a team of veteran advisors with approximately $163 million in assets under management (AUM). Based in Richmond, Virginia, both of firm s principals spent the bulk of their careers with Wells Fargo Advisors and its predecessor companies. As we watched the evolution of the financial services industry over the last few years, we realized that there were better options out there for serving our clients than the business model we had been operating under. But it wasn t until we spoke with Steward Partners that we felt w