Rose Street Advisors Joins RPAG™
Kalamazoo, MI, July 18, 2022 — Rose Street Advisors is pleased to announce its recent affiliation with RPAG, one of the largest independent practice management firms nationally. Rose Street Advisors will utilize RPAG’s leading-edge retirement plan consulting tools and resources to help grow their practice and deliver enhanced value to plan sponsor customers.
“The decision to partner with RPAG stems from our desire to be the best consultants in our local market,” comments Scott Higgins, Financial Advisor of Rose Street Advisors. “We recognize RPAG’s technology, tools and training as one of the highest caliber system of its kind, driving results through proven processes utilized by hundreds of financial professionals all across the country.”
Members of RPAG access a robust technology-driven platform of proprietary tools and services to support qualified and non-qualified plans. Flagship solutions include its proprietary Scorecard System™ for fund ranking, Provider Analysis™ for RFP/Fee benchmarking, Fiduciary Fitness Program™ for ERISA plan compliance and ongoing training and the Fiduciary Briefcase™ for the sponsor’s virtual file storage.
“Our holistic approach to retirement plan consulting allows financial professionals to effectively and efficiently serve the needs of plan sponsors with exceptional precision, care and consistency,” states Nick Della Vedova, President of RPAG. “We are pleased to support serious retirement plan financial professionals like Rose Street Advisors.”
About Rose Street Advisors
At Rose Street Advisors, our team of experts has been dedicated to helping people plan for a bright financial future for more than 70 years. We work closely with our clients – business owners, affluent families, and high-income professionals – to achieve their holistic financial goals. By providing employee benefits, HR consulting, life insurance, investment management and retirement plans under one roof, we ensure our clients are well-taken care of both today and for generations to come.
About RPAG
RPAG™ is an exclusive alliance of independent retirement financial professionals and institutions inspired to create successful outcomes by protecting plan fiduciaries and engaging plan participants. RPAG supports thousands of financial professionals across the U.S., who collectively serve over 80,000 plan sponsors, $800+ billion in assets under influence, and more than 7 million plan participants. Learn more at rpag.com.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC. Rose Street Advisors is independently owned and operated. #4842556.1
Scott Higgins
AIF ® CFP ® CPFA ® | FINANCIAL ADVISOR
Since 2012 at Rose Street, Scott has been responsible for helping the firm’s individual wealth management clients with income strategies for retirement and consulting with employers with their employee retirement plans. In free time, he enjoys golf, biking, skiing, cooking, and traveling. Fun fact, Scott has a hobby of filling growlers with coins!
Interested in more?
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. CA Insurance License. File #5757992.1