BIRMINGHAM, Ala. (PRWEB) January 12, 2018
Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, is honored to announce that it has been named as one of the 2017 Top DC Advisor Teams with Assets Under Advisement over $100 million* by the National Association of Plan Advisors (NAPA). The list, released in December, ranks firms based on assets under advisement. Grinkmeyer Leonard Financial is one of only three firms in Alabama to be recognized.
“We are thrilled to be recognized for this honor,” said Valerie Leonard, co-founder of Grinkmeyer Leonard Financial. “We remain focused on helping Americans plan, save, and invest wisely so that they can accomplish their life’s goals and create memories with the ones they love.”
About Grinkmeyer Leonard Financial
Grinkmeyer Leonard Financial has been providing individuals and organizations with financial guidance since 2007. Located at 1950 Stonegate Drive, Suite 275, Birmingham, Alabama, 35242, the firm prides itself on crafting unique strategies for each client. For more information, please visit http://www.grinkmeyerleonard.com. Trent Grinkmeyer, Valerie Leonard, Jamie Kertis and Caleb Bagwell are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Grinkmeyer Leonard Financial, Grinkmeyer Leonard Benefits Group, or CES Insurance Agency. Grinkmeyer Leonard Benefits Group and their leadership consulting services are separate and unrelated to Commonwealth. This communication is not intended to replace the advice of a qualified tax advisor or attorney.
About the National Association of Plan Advisors
Founded in 2014, NAPA’s core purpose is to enhance retirement security in America. NAPA is an affiliate organization of the American Retirement Association and is the only advocacy group exclusively focused on issues to that matter to retirement plan advisors.
*The 2017 NAPA Top DC Advisor Teams with AUA over $100 million list is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 325 qualified firms were considered of which 250 (77% of candidates) were recognized. This award is not indicative of the future performance of the team or its advisors. Your experience may vary. For more information, please visit http://www.napa-net.org.