Plexus Financial Services, Llc
Plexus Financial Services, LLC, provides independent advice on corporate retirement strategies, collaborating with employers to help ensure that those strategic objectives and fiduciary obligations are met, while helping participants achieve their retirement goals through their defined contribution, defined benefit and non-qualified plans. As a co-fiduciary, we provide comprehensive investment, plan design, fiduciary assistance, provider management and consulting services for employers of all sizes. We focus on mitigating fiduciary risk, developing plan designs, provider partnerships and open fund architectures that help deliver solutions for our plan sponsor clients and their participant's retirement planning needs. Plexus Financial Services, LLC 21805 Field Parkway, Suite 300, Deer Park, Illinois 60010 Phone: This communication is strictly intended for individuals residing in the states of California, Colorado, Illinois, Michigan, New York, Oklahoma, Tennessee, Texas, Washington, Wisconsin. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here:
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3 contacts with verified email or phone · masked until revealed.
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Keith Hamann
Vice President Relationship Management · Sales & Business Development
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Nikki Walton
Vice President, Client Relations · General Business & Management
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Ashley Flores
Client Administrator · Operations
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Top roles at Plexus Financial Services, Llc
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- 1client administrator
- 1vice president relationship management
- 1vice president, client relations
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