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
Paul J. MerzMarch 24, 2014
Kathy M. KeadleDecember 19, 2013
Wayne MaierSeptember 25, 2013

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

  @IN Wire

Apr 18 04:39PM
Uber X Riders Will Now Pay a $1 'Safe Rides Fee'
Apr 18 04:23PM
The Best LED Light Bulbs for Vivid, Rich Colors

Career Center

Explore your opportunities and be informed for your next move.

Company Type
Firm Type
Clearing Firm
Presented by

Most Watched Video

7:12The 2 biggest factors driving growth in active ETFs

Ugo W. Egbunike Dir. Of Business Development, Greg Crawford Deputy Editor, InvestmentNews

Video Spotlight
1:47People are Living Longer. Good News or Bad News?

Sponsored by Oppenheimer Funds Inc.