Andrew Congleton Location
- Overland Park, KS, US
Andrew Congleton Work
- 2018 - now Financial Advisor @ Heritage Planning
- 2016 - now Financial Services Representative and Investment Advisor Representative @ MassMutual
- 2011 - 2016 Financial Services Representative and Investment Advisor Representative @
- 2009 - 2010 Financial Advisor @
- 2009 - 2009 Registered Sales Associate @ Dominick & Dominick LLC
- 2008 - 2009 Registered Sales Associate @
- 2007 - 2008 Special Assistant to the Assistant Secretary @
Andrew Congleton Education
- Kansas State University
B.S. in Business Administration (Finance, General)
2003 - 2006
Andrew Congleton Skills
- Retirement
- IRAs
- Series 7
- Investments
- Mutual Funds
- Financial Advisory
- Investment Advisory
- Wealth Management
- Life Insurance
- 401k
- 401k Rollovers
- Disability Insurance
- Insurance
- Long Term Care Insurance
- Strategic Financial Solutions
- Estate Conservation Strategies
- Microsoft Office
- Financial Analysis
- Strategic Financial
- Estate Conservation
- PowerPoint
- Nursing
- Microsoft Excel
- Hospitals
- Sales
Andrew Congleton Summary
- Andrew Congleton, based in Overland Park, KS, US, is currently a Financial Advisor at Heritage Planning. Andrew Congleton brings experience from previous roles at MassMutual, MetLife, Keating & Associates, Inc. and Dominick & Dominick LLC. Andrew Congleton holds a 2003 - 2006 B.S. in Business Administration in Finance, General @ Kansas State University. With a robust skill set that includes Retirement, IRAs, Series 7, Investments, Mutual Funds and more. Andrew Congleton has 2 emails on RocketReach.
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