CONTINUITY PARTNERS GROUP, LLC

FAIRFIELD, Iowa·9 registered advisors·CRD# 151381
SEC# 801-70784855-274-7377
01

Firm Overview

AUM
Regulatory assets under management
Employees
0
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Other
Compensation
Other: SEE SCHEDULE D, MISCELLANEOUS FOR DETAILS.
03

Advisors at CONTINUITY PARTNERS GROUP, LLC

9 registered advisors
Allen William Duck
FAIRFIELD, Iowa
David Michael Nelson
FAIRFIELD, Iowa
CFPChFC
Gary Carl Sanson
FAIRFIELD, Iowa
CFPChFC
Jerry Lee Oliver
FAIRFIELD, Iowa
Lisa Lalande Heath
FAIRFIELD, Iowa
CFP
Monte Clark Ferguson
FAIRFIELD, Iowa
CFP
Robert Alfonso Pugliese
FAIRFIELD, Iowa
Shane Edward Westhoelter
FAIRFIELD, Iowa
Thomas John Anderson
FAIRFIELD, Iowa
05

Office Locations

FAIRFIELD, Iowa
9 advisors

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Data sourced from SEC Form ADV filings. CONTINUITY PARTNERS GROUP, LLC (CRD# 151381) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.