CONTACT: Glen Colwell, (414) 704-2875, Glen@pa401k.com
Milwaukee – Glen Colwell, a retirement plan professional with more than 15 years’
experience in both institutional and consultative roles, has joined Pension Advisors as
President of its Milwaukee- and Chicago-area offices.
Colwell comes to Pension Advisors, a member of Independent Financial Group LLC, from
Infinity Benefit Solutions, Milwaukee. He was Director of Financial Services and a Wealth
Management adviser at the firm, where he built its investment/retirement plan practice to
serve individuals, families, businesses and qualified retirement plan sponsors.
Prior to his four years with Infinity Benefit Solutions, Colwell gained experience in retirement
planning, wealth management and business banking with PCM Inc., Guaranty Bank and
Robert W. Baird & Co. He was recently nominated for the National Association of Plan
Advisors “Top 50 Advisors Under 40” award.
“I am excited to partner with Pension Advisors to continue to grow my national retirement
plan practice, help expand the firm’s footprint and, most importantly, improve the financial
wellness of my clients, both plan sponsors and plan participants,” Colwell said. “The firm’s
proactive service model, marketing initiatives and dedicated staff all focus on positive
results for plan participants and the organizations that sponsor their retirement plans. I was
stunned at how closely our passion, beliefs and cultures aligned.”
Colwell is a 2000 graduate of Kennesaw State University, where he earned a B.A. in
finance from the Michael J. Coles College of Business. He has earned numerous awards for
business development and account leadership throughout his career.
Pension Advisors is headquartered in Cleveland, with six additional offices in the U.S. and
Puerto Rico. The firm manages more than 280 corporate plans and $3 billion in plan assets.
Pension Advisors serves as a 3(21) and 3(38) co-fiduciary on its plans, provides one-on-
one education to its clients and their participants, and offers a proprietary managed account
program, AdviseMe!® The firm recently offered its clients the opportunity to participate in
institutional investments and pricing, regardless of plan size.
Independent Financial Group LLC serves the needs of independent financial advisors
nationwide, specializing in individual wealth management and institutional retirement plans.
IFG’s corporate office supports nearly 600 independent registered representatives. The
firm’s success has been recognized in numerous financial services industry publications
including Financial Planning, Financial Advisor and Investment News. IFG was also named
to Inc. Magazine’s Honor Roll for multiple consecutive mentions on its annual Inc. 500/5000
list.
