Unclaimed Profile

Elizabeth Angus

PENSION CONSULTANTS INC·SPRINGFIELD, Missouri

Series 63, Series 65Clean record4 years registeredPENSION CONSULTANTS INC

300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO 65806CRD# 7405605Firm CRD# 113914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elizabeth Angus · SPRINGFIELD, MO

Registration

CRD #7405605 · PENSION CONSULTANTS INC · 4 years registered

Brand Profile

Not yet started

Career History

PENSION CONSULTANTS INC

Sep 2021 – present

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · September 30, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSION CONSULTANTS INC

CRD 113914 · SEC 801-56704

AUM

$4.4B

Regulatory assets under management

Employees

141 client accounts

Services offered by PENSION CONSULTANTS INC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at PENSION CONSULTANTS INC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Angus offer?

Elizabeth Angus specializes in Investment Management. Contact their office in SPRINGFIELD, Missouri for a consultation.

What are Elizabeth Angus's credentials?

Elizabeth Angus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Angus located?

Elizabeth Angus is based in SPRINGFIELD, Missouri, working with PENSION CONSULTANTS INC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Elizabeth Angus charge for services?

Elizabeth Angus's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSION CONSULTANTS INC?

PENSION CONSULTANTS INC has approximately 20 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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