Bryan Holen Email & Phone Number
Financial Advisor @ inSOURCE Financial Advisors
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Bryan Holen Location
- Bellevue, NE, US
Bryan Holen Work
- 2020 -now Financial Advisor @
- 2015 -2020 Senior Managing Partner @ Plat1num One Investment and Insurance Group
- 2000 -2015 Financial Representative @
- 1996 -1999 Medical and Pharmaceutical Sales @
- 1987 -1995 Medical Sales Representative @
Bryan Holen Education
- University of Nebraska- Lincoln
B.S. (Agriculture)
1976-1987 - University of Nebraska-Lincoln
Associate’s Degree (Registered Nursing/Registered Nurse)
1977-1980 - University of Nebraska Medical Center
Associate’s Degree (Registered Nursing/Registered Nurse)
1977-1979 - Trinity International University 1976-1977
Bryan Holen Skills
- Insurance Regulatory
- Estate Planning
- Professional Associations
- Financial Needs Analysis
- Fixed Annuities
- Insurance
- Universal Life Insurance
- Retirement Planning
- Disability Income
- Financial Planning
- Annuities
- IRAs
- Investments
- Variable Annuities
- Series 6
- 401k
- Strategic Planning
- Traditional Iras
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Disability Income Insurance
- Customer Service
- Long Term Care
- Disability Insurance
- Simple Iras
- Long Term Care Insurance
- 63 Registrations
- Roth Ira'S
- Term Life Insurance
- Retirement
- Series 65
- Estate Planning Strategies
- Employee Benefits
- Securities
Bryan Holen Summary
- Bryan Holen, based in Bellevue, NE, US, is currently a Financial Advisor at inSOURCE Financial Advisors. Bryan Holen brings experience from previous roles at Plat1num One Investment and Insurance Group, Principal Financial Group, Bristol-Myers Squibb and Mead Johnson Nutritionals. Bryan Holen holds a 1976 - 1987 B.S. in Agriculture @ University of Nebraska- Lincoln. With a robust skill set that includes Insurance Regulatory, Estate Planning, Professional Associations, Financial Needs Analysis, Fixed Annuities and more. Bryan Holen has 1 emails and 1 mobile phone numbers on RocketReach.
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