Advised Assets Group LLC

Advised Assets Group LLC, legally known as ADVISED ASSETS GROUP, LLC is a Limited Liability Company in Colorado with 284 employees, including 281 advisory professionals. Although the exact number of clients served by the firm is unknown, its SEC registration was approved on November 22, 2000, indicating its legitimacy and compliance with regulatory requirements.

• CARA JEAN BOTTJEN OWEN

  SENIOR COUNSEL AND ASSISTANT SECRETARY owns less than 5%

• CAROL ELAINE WADDELL

  MANAGER owns less than 5%

• CHRISTINE MARIE MORITZ

  TREASURER owns less than 5%

• DAVID GEORGE MCLEOD

  MANAGER owns less than 5%

• GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY

  MEMBER owns 75% or more

• JEREMY LAWRENCE HERSCH

  VICE PRESIDENT, PARTICIPANT ADVISORY SERVICES owns less than 5%

• JONATHAN DAVID KREIDER

  VICE PRESIDENT owns less than 5%

• JOSEPH MICHAEL SMOLEN

  MANAGER owns less than 5%

• JUSTIN MILLER DEASY

  ASSISTANT VICE PRESIDENT & COUNSEL owns less than 5%

• KATHERINE LEANN STONER

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RYAN LYNN LOGSDON

  VICE PRESIDENT, COUNSEL & SECRETARY owns less than 5%

• SCOTT CHARLES SIPPLE

  PRESIDENT AND CEO owns less than 5%

• WILLIAM CRAIG JEFFRIES

  VP OPERATIONS owns less than 5%

• WILLIAM J. MCDERMOTT

  MANAGER owns less than 5%

• ADAM KAVAN

  SENIOR COUNSEL AND ASSISTANT SECRETARY owns less than 5%

• GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY

  MEMBER owns 75% or more

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