Shannon J. Case, Mark J. Slattery

CaseSlattery Wealth Partners

Adviser/team AUM: $130,000,000

Move Details

Firm leaving SII Investments
Firm joining Securities America
Adviser(s) location

Omaha, NE

Date announced June 21, 2013
Transition date June 03, 2013

Latest Moves to Securities America

Adviser(s) Date announced
Scott Bordelon, Larry Lock, Steven HollisJuly 14, 2015
Marcos Andujar, Kristopher Beaulieu, Neil Van ZandtJuly 09, 2015
John F. Donovan May 29, 2015

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