Broker Check

Jim Larson II, CFS, joins WPSG

| May 07, 2014
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Wealth & Pension Services Group, Inc. based in Atlanta, GA, has brought on its first group member in Florida. Jim Larson II, Certified Fund Specialist, formerly a Vice President - Investments with The Mutual Fund Store, will head up the new office in south Florida near the West Palm Beach area. "Jim has a great depth of experience, and we are excited to have him join our team," comments, William Kring, President of Wealth & Pension Services Group.

Bill Kring adds, "We have been looking at Florida for some time, seeking an advisor that matches our philosophy of providing excellent client service, trusted advice and a high level of expertise. Now, with the addition of Jim, we can continue to build our services footprint in areas that naturally fit our client residences and lifestyle."

"I am really pleased to join a proven team of financial experts at a firm where the client's needs are truly priority number one. The comprehensive wealth management approach that Wealth & Pension Services Group is recognized for will be a very welcome addition to the financial planning needs of the south Florida marketplace."


Wealth and Pension Services Group is an independent SEC-registered investment advisor. WPSGI provides comprehensive wealth management advice, portfolio management, and insurance services. Wealth and Pension Services Group also has a dedicated corporate retirement benefit arm, 401kProAdvisor that seeks to improve retirement plan outcomes for Participants while lowering costs and providing consultative fiduciary services to Plan Sponsors. WPSGI currently manages assets in excess of $300 million, assisting individuals, families, and institutional clients in multiple states. For more information and to learn how Wealth and Pension Services Group can help you and/or your business, please visit CONTACT: Michelle O’Leary 770-333-0113 x101 Wealth and Pension Services Group Inc.

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