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James M Follstad

from Western Springs, IL
Age ~47
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Also known as:
Jim M Follstad, James D
Related to:
James Spencer Olson, 55Karen M Sitek, 73Dale W Sitek, 80Mark B Shah, 51Dale SitekJudith J Follstad, 79Lindsay A Sitek, 41Michele T Smith, 43Heather M Follstad, 47Leo M FollstadAmy L Galati, 45
Connected to:
George J Follstad, 80Clifford R Follweiler, 56Edward W Follweiler, 98Laurie A Follweiler, 49Rina Z Folman, 77Allison Folmar, 43Bette J Folmar, 87Brian W Folmar, 36Cheri Y Folmar, 73James R Folmar, 45

James Follstad Phones & Addresses

  • Western Springs, IL
  • 2701 Mildred Ave, Chicago, IL 60614 (773) 528-1030
  • 2701 N Mildred Ave #G, Chicago, IL 60614 (773) 528-1030
  • 1461 Byron St, Chicago, IL 60613 (773) 248-4020
  • 1222 Grace St, Chicago, IL 60613 (773) 528-1030
  • Lombard, IL
  • Pewaukee, WI
  • Madison, WI
  • N21W24327 Cumberland Dr Unit M, Pewaukee, WI 53072 (262) 515-2444

Work

Position: Administrative Support Occupations, Including Clerical Occupations

Resumes

Resumes

James Follstad Photo 1

Financial Services Representative And Investment Advisor Representative

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Location:
2129 west Belmont Ave, Chicago, IL 60657
Industry:
Financial Services
Work:
Principal Financial Group - Chicago, IL since Apr 2013
Managing Director
Principal Financial Group - Greater Chicago Area since May 2012
Associate Managing Director
Principal Financial Group - Greater Chicago Area Jan 2008 - Apr 2012
Recruiting Director | Financial Services Representative
Education:
University of Wisconsin - Madison Sep 1996 - Dec 2000
BBA, Marketing and Management
Skills:
Mutual Funds
Retirement Planning
Investments
Asset Allocation
Sep and Simple Iras
Annuities
Business Continuation Strategies
Business Overhead Expense
Buy Sell Agreements
Buy Sell Review
Charitable Giving
College Funding Strategies
Deferred Compensation Plans
Dental Insurance
Disability Income Insurance
Estate Planning
Executive Benefits Strategies
Financial Needs Analysis
Income Protection
Informal Business Valuation
Iras
Key Person Insurance
Long Term Care Insurance
Pension Plans
Salary Continuation
Series 7 and 66 Registrations
Split Dollar Plans
Supplemental Retirement Income
Survivor Income
Tax Deferred Savings
Term Life Insurance
Universal Life Insurance
Wellness Programs
Wealth Accumulation
Whole Life Insurance
Interests:
Getting Back In Touch
Health
Children
Environment
Education
Science and Technology
Reference Requests
Human Rights
Expertise Requests
Job Inquiries
Civil Rights and Social Action
Poverty Alleviation
Disaster and Humanitarian Relief
Business Deals
Social Services
Economic Empowerment
Politics
Animal Welfare
Arts and Culture
Languages:
English
James Follstad Photo 2

Managing Director At Principal Financial Group

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Position:
Managing Director at Principal Financial Group, Associate Managing Director at Principal Financial Group
Location:
Chicago, Illinois
Industry:
Financial Services
Work:
Principal Financial Group - Chicago, IL since Apr 2013
Managing Director
Principal Financial Group - Greater Chicago Area since May 2012
Associate Managing Director
Principal Financial Group - Greater Chicago Area Jan 2008 - Apr 2012
Recruiting Director | Financial Services Representative
Education:
University of Wisconsin - Madison Sep 1996 - Dec 2000
BBA, Marketing and Management
Skills:
Retirement Planning
Investments
Life Insurance
Disability Insurance
Business Planning Services
Financial Strategies
Key Person Insurance
Rollovers
Annuities
Mutual Funds
Financial Planning
Wealth Management
Employee Benefits
Business Planning
Asset Allocation
Estate Planning
401(k)
Business Valuation
Buy-Sell Review
Interests:
job inquiries, expertise requests, business deals, reference requests, getting back in touch
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James M Follstad from Western Springs, IL, age ~47 Get Report