Resumes
Resumes

Certified Financial
View pageLocation:
30771 Deer Dr, Huxley, IA 50124
Industry:
Financial Services
Work:
Iowa State University Aug 2015 - Dec 2015
Temporary Instructor
First Federal Savings Bank Jul 2001 - Jun 2012
Investment Program Manager
Lpl Financial Jul 2001 - Jun 2012
Certified Financial Plannerâ , Master Planner Advanced Studiesâ
Brenton Bank 1994 - 2001
Retail Manager and Investment Advisor
1994 - 2001
Certified Financial
Temporary Instructor
First Federal Savings Bank Jul 2001 - Jun 2012
Investment Program Manager
Lpl Financial Jul 2001 - Jun 2012
Certified Financial Plannerâ , Master Planner Advanced Studiesâ
Brenton Bank 1994 - 2001
Retail Manager and Investment Advisor
1994 - 2001
Certified Financial
Education:
College For Financial Planning
Master of Science, Masters Upper Iowa University
Bachelors, Bachelor of Science, Accounting, Finance
Master of Science, Masters Upper Iowa University
Bachelors, Bachelor of Science, Accounting, Finance
Skills:
Securities
Strategic Financial Planning
Insurance
Investment Advisory
Iras
Series 7
Wealth Management
Asset Allocation
Mutual Funds
Retirement
Financial Services
Retirement Planning
Fixed Annuities
Investments
Series 24
Life and Health Insurance Licenses
Strategic Financial Planning
Insurance
Investment Advisory
Iras
Series 7
Wealth Management
Asset Allocation
Mutual Funds
Retirement
Financial Services
Retirement Planning
Fixed Annuities
Investments
Series 24
Life and Health Insurance Licenses
Interests:
Football
Horses
Exercise
Sweepstakes
Nascar
Home Improvement
Reading
Gourmet Cooking
Sports
Watching Auto Racing
Watching Basketball
Golf
Home Decoration
Watching Sports
Photograph
Collecting Coins
Cooking
Cruises
Outdoors
Electronics
Baseball
Auto Racing
Fitness
Music
Camping
Dogs
Family Values
Movies
Collecting
Christianity
Kids
Diet
Parenting
Automobiles
Cats
Travel
Watching Baseball
Investing
Traveling
Television
Basketball
Smoking
Watching Football
Horses
Exercise
Sweepstakes
Nascar
Home Improvement
Reading
Gourmet Cooking
Sports
Watching Auto Racing
Watching Basketball
Golf
Home Decoration
Watching Sports
Photograph
Collecting Coins
Cooking
Cruises
Outdoors
Electronics
Baseball
Auto Racing
Fitness
Music
Camping
Dogs
Family Values
Movies
Collecting
Christianity
Kids
Diet
Parenting
Automobiles
Cats
Travel
Watching Baseball
Investing
Traveling
Television
Basketball
Smoking
Watching Football
Languages:
English
Certifications:
Cfp®, Certified Financial Planner
Mpas℠, Master Planner Advanced Studies℠
Mpas℠, Master Planner Advanced Studies℠
