Pension Advisors: Glen Colwell joins Pension Advisors as president of Milwaukee, Chicago offices

CONTACT: Glen Colwell, (414) 704-2875, [email protected]

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.