Network origin in James Michael Agan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
45
| Holding Company | Investment Managers | 45 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Michael Agan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
USAA Financial Advisors, Inc.
 USAA Financial Advisors, Inc. Investment Banks/BrokersFinance Part of United Services Automobile Association, USAA Financial Advisors, Inc. is a company based in San Antonio, TX. | Investment Banks/Brokers | Corporate Officer/Principal | |
Western Financial Advisors
 Western Financial Advisors Investment ManagersFinance Part of WFP Holding, Inc., Western Financial Advisors is a company that provides investment advice. The company is based in San Diego, CA. | Investment Managers | Corporate Officer/Principal | |
Emerson Equity LLC
 Emerson Equity LLC Investment ManagersFinance Emerson Equity LLC provides investment advice. The American company was founded by Dominic Julio Baldini. | Investment Managers | Corporate Officer/Principal | |
Citicorp Investment Services
 Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Investment Managers | Corporate Officer/Principal | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| Rockhurst University | College/University | Masters Business Admin | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Investment Managers | Portfolio Manager-Equities | |
Bloom Advisors, Inc.
 Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded by Richard and Kenneth Bloom in 1995 as Bloom Asset Management, Inc. Bloom Advisors provides professional money management services for individual investors and businesses on a discretionary, no-commission, fee-only basis. | Investment Managers | Consultant / Advisor | |
| University of Utah | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley DW, Inc.
 Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Bentley University | College/University | Undergraduate Degree | |
| Concordia University | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
| Excelsior College (New York) | College/University | Undergraduate Degree | |
| Houston Baptist University | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree | |
| Lindenwood University | College/University | Undergraduate Degree | |
| Nebraska Wesleyan University | College/University | Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree | |
| Northwood University (Michigan) | College/University | Undergraduate Degree | |
| Saint Xavier University | College/University | Undergraduate Degree | |
| San Jose State University | College/University | Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| University College Dublin | College/University | Undergraduate Degree | |
Advantage Wealth Management LLC
 Advantage Wealth Management LLC Investment ManagersFinance Advantage Wealth Management LLC provides investment advice. It offers financial services, health insurance, life insurance and disability income insurance. The firm also provides variety of financial and insurance products and services like portfolio management, professional insurance advice and small business services. The company is headquartered in Lafayette, LA. | Investment Managers | Corporate Officer/Principal | |
| University of Redlands | College/University | Undergraduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin |
Statistics
International
| United States | 46 |
| Canada | 2 |
| Ireland | 2 |
Sectoral
| Consumer Services | 28 |
| Finance | 21 |
Operational
| Portfolio Manager-Equities | 52 |
| Undergraduate Degree | 44 |
| Corporate Officer/Principal | 31 |
| Masters Business Admin | 7 |
| Graduate Degree | 3 |
Most connected contacts
- Stock Market
- Insiders
- James Michael Agan
- Company connections
