Brian Thompson Email & Phone Number
Founder and President | Retirement Plan Advisor and Wealth Manager @ RockWay Wealth Partners
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Brian Thompson Location
- Des Moines, IA, US
Brian Thompson Work
- 2015 -now Founder and President | Retirement Plan Advisor and Wealth Manager @
- 2006 -2015 Director of Business Development | Wealth Manager @ Actis Wealth Management
- 1997 -2013 Pilot and Weapons Armament Systems Specialist @
Brian Thompson Skills
- Retirement Plan Consulting
- Qualified Retirement Plans
- Wealth Management
- Investment Advisory
- Succession Planning
- Estate Planning
- Retirement Planning
- 401k
- Investments
- Investment Strategies
- Cash Flow Forecasting
- Pensions
- Risk Management
- Life Insurance
- Disability Insurance
- Wealth Preservation
- Wealth Transfer
- Business Transition Planning
- 401k Rollovers
- Retirement Solutions
- Retirement Income Strategies
- Individual Pension Plans
- ESOP
- Long Term Care Insurance
Brian Thompson Summary
- Brian Thompson, based in Des Moines, IA, US, is currently a Founder and President | Retirement Plan Advisor and Wealth Manager at RockWay Wealth Partners. Brian Thompson brings experience from previous roles at Actis Wealth Management and Iowa Air National Guard / United States Air Force. With a robust skill set that includes Retirement Plan Consulting, Qualified Retirement Plans, Wealth Management, Investment Advisory, Succession Planning and more. Brian Thompson has 4 emails and 3 mobile phone numbers on RocketReach.
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