Pensionmark, A World Company
Financial ServicesView the employees at
Pensionmark, A World Company-
Greg Kutrow, CFP® CPFA® Managing Director at Pensionmark Financial Group
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Wilmington, North Carolina, United States
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Top 5%
Jack Houseworth, CPFA Associate, Advisor Relations at Pensionmark Financial Group-
Santa Barbara County, California, United States
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Rising Star
Amy Rank Senior Associate, Transition Services & Client Services at Pensionmark Financial Group-
Cape Coral, Florida, United States
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Top 10%
Windy Fino Director Of Client Services at Pensionmark Financial Group-
Providence County, Rhode Island, United States
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Top 10%
Jeff Seymour Managing Partner at Pensionmark Retirement Group-
St Simons Island, Georgia, United States
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Rising Star
Overview
Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over 5000 corporate retirement plans and $76 billion* in assets supported. With 350 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help employers and individual investors meet and exceed their retirement plan goals. Meet the management team: https://pensionmark.com/management-team Find an Advisor: https://pensionmark.com/find-an-advisor *As of 12/31/2022, the Pensionmark network of advisors and firms provides support to over $76 billion in assets across a variety of channels, including investment management and retirement plan consulting services, which includes regulatory assets under management (AUM) of over $18 billion. Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
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