Northern Colorado Archives - Strategic Retirement Partners

Northern Colorado

Select a Location
- Alabama
- Arizona
- California ›
  - Bay Area
  - Fresno
  - Los Angeles
  - Temecula
- Colorado
- Florida
- Illinois
- Indiana ›
  - Fort Wayne
  - Indianapolis
- Iowa
- Kansas
- Kentucky
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Missouri
- Nevada
- New York ›
- Ohio ›
  - Cleveland
  - Columbus
- Oklahoma
- Rhode Island
- South Carolina
- South Dakota
- Tennessee ›
  - Memphis
  - Nashville
- Texas ›
  - Austin
  - Dallas
  - Houston
- Virginia
- Washington D.C.

Select a Group

Bob Wagner

Strategic Retirement Partners (SRP) is a national team of more than 130 professionals dedicated to helping you and your employees get the most out of your retirement plan experience.







Strategic Retirement Partners has attained Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX) for Investment advisory and investment manager services.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

CEFEX Investment Advisor, certified since 12/21/2018. Verified on 02/08/2024.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Northern Colorado

Michael Rich

Rich Lombard

Maxx Kempton

Molly Gillis

Jeff Eisman

Mikayla Armatoski

Lucas Gillis

Fran Gillis

Bob Wagner