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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Top inSOURCE Financial Advisors Employees
Bobby McCullough
President
Lincoln, NE, US
James Janssen
Financial Services Consultant
Lincoln, NE, US
Bob Morrow
Financial Advisor
Lincoln, NE, US
Don Wittler
Financial Advisor
Lincoln, NE, US
Bryan Holen
Financial Advisor
Bellevue, NE, US
Robin Martin
Chief Operating Officer
Lincoln, NE, US
Kimberly Legary
Client Services Director
Omaha, NE, US
Laurie Brown
Senior Case Manager - Retirement Plans
Lincoln, NE, US
Susan Marshall
Administrative Office Manager
Lincoln, NE, US
Bret Klabunde
Registered Representative
Lincoln, NE, US
John Loudon
Registered Representative
Omaha, NE, US
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