Qualified Plan Advisors enters Florida marketplace with aggressive growth plan
Experienced retirement advisory industry veteran to lead expansion into Sunshine State; Temporary office established in St. Petersburg;
Focus set on Tampa, St. Petersburg and Orlando markets
OVERLAND PARK, Kan. (FEB. 26, 2018) – Qualified Plan Advisors, a division of Prime Capital Investment Advisors, announces plans to open its first Florida operations later this spring. Qualified Plan Advisors currently serves a number of clients in Florida, but more importantly views Florida as a terrific place to do business.
Tyler Olson will assume the title of Managing Director – Florida Operations and will be leading Qualified Plan Advisors’ Retirement Advisory business in Florida. “Tyler has a 14-year track record of building a world-class retirement business based out of Overland Park, Kansas. We couldn’t be more thrilled that he has agreed to relocate to Florida and continue our buildout of retirement practices across the United States,” said Glenn Spencer, Qualified Plan Advisors CEO. Qualified Plan Advisors will have 15 offices spanning coast-to-coast from Northern California to Florida.
“I am excited about the opportunity to build a market-leading brand in the Florida market,” said Olson. “Our firm’s value proposition in the retirement space is unmatched – Qualified Plan Advisors’ clients achieve industry leading plan health results and I can’t wait to bring our solutions to companies in Florida.”
Qualified Plan Advisors will establish temporary offices in St. Petersburg and plans to be in permanent space by the end of the summer. The company is currently recruiting consulting and advisory talent in Tampa, St. Petersburg and Orlando. “This is a very exciting time for our firm, expanding into Florida is simply the next step in building the industry leading retirement firm nationally,” said Scott Colangelo, founder and Executive Chairman of Qualified Plan Advisors. Retirement investment professionals interested in joining the firm should submit inquiries to [email protected].
About Qualified Plan Advisors
Qualified Plan Advisors (QPA) is independent, results-driven, staffed with a team of ERISA attorneys, and has over 70 advisors and 50 staff. QPA provides consulting services that are designed to provide an à la carte approach for plan sponsors with single or multiple needs. We are your fiduciary partner.
Securities offered through Cambridge Investment Research, Inc., “Cambridge,” a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Prime Capital Investment Advisors, LLC. “Prime Capital,” a Registered Investment Advisor. Prime Capital doing business as Qualified Plan Advisors, “QPA,” 6201 College Blvd., 7th Floor | Overland Park, KS 66211 | p: 913.491.6226 | f: 913.491.3214 | pciawealth.com | Cambridge and Prime Capital are not affiliated.