Brent Willis Email & Phone Number
Financial Representative and Principal Securities Registered Representative and Financial Advisor @ Principal Financial Group
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Brent Willis Location
- Decorah, IA, US
Brent Willis Work
- 2013 -now Financial Representative and Principal Securities Registered Representative and Financial Advisor @
- 2006 -2013 Lead Collection Specialist @
Brent Willis Education
- Kaplan University
Bachelor's degree (Business Administration and Management, General)
2006-2009 - Clear Lake High School 2003-2006
Brent Willis Skills
- Retirement Planning
- Estate Planning Strategies
- Wealth Accumulation Strategies
- Life Insurance (Term, Universal, Whole)
- 401(k), 403(b) SEP & SIMPLE IRAs
- Asset Allocation Analysis
- Financial Needs Analysis
- Business Continuation
- Buy-Sell Agreements
- Buy-Sell Reviews
- College Funding
- Current Policy Review
- Disability Income Insurance
- Informal Business Valuation
- IRAs (Traditional & Roth)
- Key Person Insurance
- Long-Term Care Insurance
- Retirement Account Reviews
- Wealth Accumulation
- Asset Allocation
- Series 6
- Mutual Funds
- 403b Sep and Simple Iras
- Income Protection
- 401k
- Whole
- Roth IRA
- Supplemental Retirement Income
- Customer Service
- Financial Analysis
- College Funding Strategies
- Buy Sell Agreements
- Disability Insurance
- Estate Planning
- Universal
- Long Term Care Insurance
- Iras Traditional and Roth
- Survivor Income
- Traditional IRA
- Variable Annuities
- Series 63
- Term Life Insurance
- Universal Life
- Buy Sell Reviews
- Fixed Annuities
- Healthcare
- Life Insurance Term
- Life Insurance
- 403 Sep and Simple Iras
- IRAs
Brent Willis Summary
- Brent Willis, based in Decorah, IA, US, is currently a Financial Representative and Principal Securities Registered Representative and Financial Advisor at Principal Financial Group. Brent Willis brings experience from previous roles at IC System. Brent Willis holds a 2006 - 2009 Bachelor's degree in Business Administration and Management, General @ Kaplan University. With a robust skill set that includes Retirement Planning, Estate Planning Strategies, Wealth Accumulation Strategies, Life Insurance (Term, Universal, Whole), 401(k), 403(b) SEP & SIMPLE IRAs and more. Brent Willis has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Principal Financial Group Employees
Bradley Wagner
Chief Inclusion Officer
Des Moines, IA, US
Ken McCullum
Chief Risk Officer
Des Moines, IA, US
Chris Littlefield
President - Retirement and Income Solutions
Des Moines, IA, US
Larry Zimpleman
Chairman, President and CEO
Des Moines, IA, US
Angela Newton
Chief Accounting Officer, AVP US Insurance Solutions
Des Moines, IA, US
David Rigler
CFO - Bank and Trust and Income Solutions
Des Moines, IA, US
Chaun Powell
President- Elevate by Principal
Denver, CO, US
Farnaz Maters
Chief Marketing Officer, Retirement and Income Solutions
Des Moines, IA, US
Julie Leclere
Chief Operating Officer - Principal Securities
Des Moines, IA, US
Lou Flori
Chief Financial Officer - Retirement and Income Solutions division
Des Moines, IA, US
Joe Koenigs
Managing Director - Private Debt Originations
Des Moines, IA, US
Jeffrey Lovern
Founder
Des Moines, IA, US
Renee Hamlen
Chief Marketing Officer - Benefits and Protection
Des Moines, IA, US
Amy Friedrich
President - Benefits and Protection
West Des Moines, IA, US
Jeremy Driscoll
Managing Director
Des Moines, IA, US
Tim Soderholm
Chief Risk Officer (CRO)
Des Moines, IA, US
Tim Dunbar
President, Global Asset Management
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