Pensionmark Expands Network of Retirement Advisers

The new partners include Visa Wealth Management in Madison, Wisconsin, and three teams of the (k) Group Retirement Advisors in headquartered in Atlanta, Georgia. This increases the Pensionmark network to 13 regional locations nationwide, with the last additions being in May (see “Pensionmark Expands Adviser Network with Three New Offices“).  

These advisers are now part of Pensionmark’s Advisor Support Program, which offers retirement-focused advisers the ability to leverage the Pensionmark infrastructure, support, and lead generation systems, while maintaining their independence (see “Keeping in Shape” for more on outsourcing practice management needs).