Tower Pension Specialists Inc (Cedar Rapids)

Name: Tower Pension Specialists Inc
Address: 200 Second Avenue Se, Cedar Rapids, IA, 52401
Telephone: 319-368-2626

Tower Pension Specialists Inc is a large advisory firm based in Cedar Rapids. It manages $78.71 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Iowa.

Tower Pension Specialists provides portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tower Pension Specialists: assets under management

The assets under management (AUM) of Tower Pension Specialists Inc is $78.71 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tower Pension Specialists Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tower Pension Specialists Inc

Barbara Allison Knapp has been acting as President since 1 Jun 1994. Inc. Ragen Mackenzie Group joined the executive team most recently as the Parent Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sci Financial Group	Holding company	1 Mar 1978	75% - 100%	42-0658686
John Robert Huey	Executive vice president	1 Dec 1988	Other	812950
Barbara Allison Knapp	Director	1 Jun 1994	Other	4385464
James Donald Anderson	President	1 Aug 1994	Other	2636501
Donald Heinz Muller	Director	1 Jun 1996	Other	342442
Mary Constance Kokontis	Treasurer	1 Jan 2000	Other	1942038
Inc. Ragen Mackenzie Group	Parent company	1 Mar 2001	75% - 100%	91-1898738

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sci Financial Group Voting Trust	Owner	1 Dec 1986	50% - 75%	42-6404176
Barbara Allison Knapp	Trustee	1 Dec 1986	50% - 75%	4385464
David Northcott Knapp	Trustee	1 Dec 1986	50% - 75%	1540871
Diana Louise Knapp	Trustee	1 Dec 1986	50% - 75%	2239670
Russell Floyd Knapp	Trustee	1 Dec 1986	50% - 75%	272192
A Delaware Corporation Wells Fargo & Company	Shareholder	1 Mar 2000	75% - 100%	41-0449260

Based in Cedar Rapids

The principal office where Tower Pension Specialists Inc performs its advisory services is located at 200 Second Avenue Se, Cedar Rapids, IA 52401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 319-368-2626 or by fax 319-368-2656. The normal business hours are 8-5 monday -thursday, 8-4:30 friday on Monday - Friday. You can find more information about the New York firm at www.scisec.com.