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| RSM US LLP |
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Profile:
RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not for those of any other party.
RSM US Wealth Management LLC is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. RSM US Wealth Management LLC is an SEC-registered investment advisor.
Insurance services and products are offered and/or facilitated through RSM US Insurance Agency Services LLC, a licensed insurance agency and wholly-owned subsidiary of RSM US LLP. Previously, insurance services and products were offered and/or facilitated through Birchtree Financial Services LLC (“Birchtree”), a licensed insurance agency and a wholly-owned subsidiary of RSM US Wealth Management LLC. In California, Birchtree did business as Birchtree Financial & Insurance Agency LLC. Birchtree is in the process of winding down and transitioning its activities to RSM US Insurance Agency Services LLC.
RSM US Insurance Agency Services LLC has contracted with independent insurance advisors to assist RSM US Insurance Agency Services LLC, in certain instances, to provide onsite client educational support, including assistance with product information delivery from the agency and completing policy applications. Clients of RSM US Insurance Agency Services LLC should only rely on written insurance recommendations provided directly from RSM US Insurance Agency Services LLC.
RSM US’ private client services professionals provide wealth management services to business owners, executives, and wealthy families. The tax and accounting services offered by RSM US’ private client services professionals are provided by RSM US LLP, a registered CPA firm. The investment advisory services, financial planning, and other wealth management services offered by RSM US’ private client services professionals are provided by RSM US Wealth Management LLC. |
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Overview:
Our Values
Respect - Treat others as we’d like to be treatedWe display respect in each interaction with:
» Our clients
» Our employees
» Our partners
Integrity - Do the right thingWe stay true to our values:
» In decisions
» In negotiations
» In communications
Teamwork - Work together effectivelyWe cultivate genuine collaboration:
» In work groups
» Across functions
» Among leaders
Excellence - Be the best in everything we doWe achieve distinction through:
» Our work product
» Our standards
» Our operations
Stewardship - Better our firm and develop our peopleWe make RSM a better place by:
» Developing our people
» Building our brand
» Supporting our communities |
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History:
RSM US LLP traces its history to 1926, when Ira B. McGladrey started his own accounting firm in Cedar Rapids, Iowa. The I.B. McGladrey Company was formed when McGladrey purchased a seven-person office from his employers, Billings, Prouty and Tompkins.
1926 - 1930'sShortly after, he added one-man practices in Davenport, Burlington and Iowa City, Iowa. After 10 years of operation, George Hansen and Keith Dunn were admitted as partners, and in 1937 the firm changed its name to McGladrey, Hansen, Dunn & Company.
1940 - 1970During the next 40 years, the firm expanded into 29 offices in eight states and in 1966 began offering consulting services. Ira McGladrey, a leader in the public accounting profession at both the state and national levels, stayed active in the firm until his death in 1952.
1970sIn November 1978, the firm merged with Broeker Hendrickson & Co. to become McGladrey Hendrickson & Company. Headquartered in Minneapolis, MN, Broeker Hendrickson & Company had 16 offices in five states. With the merger in place, McGladrey Hendrickson & Company was able to serve clients throughout the Midwest.
1980sSix years later, the firm merged with A.M. Pullen and Company, based in North Carolina. A.M. Pullen and Company had 26 offices located in seven states along the eastern seaboard. As McGladrey Hendrickson & Pullen, the firm's offices extended from the east coast to the west coast, north to Duluth, MN, and south to Ft. Lauderdale, FL. For simplicity's sake, the firm changed its name to McGladrey & Pullen in 1987.
1990sIn the summer of 1999, McGladrey sold its non-attest assets and business to H&R Block, Inc. RSM McGladrey Inc. was established as an indirect, wholly owned subsidiary of the Block organization. To ensure independence, McGladrey & Pullen was maintained as a separate entity offering audit and attest services. McGladrey & Pullen was owned and managed by McGladrey & Pullen partners, independent of RSM McGladrey.
2000 - Oct. 2015In November 2011, McGladrey & Pullen purchased RSM McGladrey from H&R Block, reuniting the two firms as a leading partner-owned provider of assurance, tax and consulting services focused on the middle market. In May 2012, the firm changed its name to McGladrey LLP, to reflect the firm's reunification and mirror its brand. In March 2013, the firm announced the relocation of its headquarters to Chicago.
2015 and beyondOn October 26, 2015, McGladrey changed its name to RSM US LLP and united with fellow firms in the RSM International network under the brand RSM. The firm is proud of its heritage and Ira McGladrey's original concept of service, predicated upon the personal attention of partners to the needs of our clients, will remain unchanged as we continue our quest to take the middle market to the global market. |
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Formerly known as:
McGladrey, Hansen, Dunn & Company.
McGladrey Hendrickson & Pullen
McGladrey & Pullen
McGladrey LLP
RSM McGladrey, Inc
McGladrey & Pullen |
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