Chawn Honkomp Email & Phone Number
Retirement Planner @ Merkle Retirement Planning
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Chawn Honkomp Location
- Iowa, United States
Chawn Honkomp Work
- Retirement Planner @ (July 2019 - Present)
- Business Advisor @ Focus OneSource (February 2018 - July 2019)
- Financial Advisor, Principal Securities Registered Representative @ (March 2014 - February 2018)
- Internal Audit Director @ (April 2012 - March 2014)
- Operational Risk Consultant @ (July 2009 - April 2012)
- Senior Audit Leader @ (July 2004 - July 2009)
- Senior Accountant @ Roth & Company, P.C. (August 2000 - July 2004)
Chawn Honkomp Education
- The University of Iowa Tippie College of Business
MBA
2007-2011 - University of Northern Iowa
BA (Accounting)
1996-2000
Chawn Honkomp Skills
- 401(k), 403(b), SEP & Simple IRAs
- Asset Allocation
- Business Continuation Strategies
- Business Overhead Expense
- Buy-Sell Agreements
- Buy-Sell Review
- Deferred Compensation Plans
- Disability Income Insurance
- Estate Planning
- Executive Benefits Strategies
- Financial Needs Analysis
- IRAs (Traditional & Roth)
- Income Protection
- Informal Business Valuation
- Key Person Insurance
- Mutual Funds
- Salary Continuation
- Series 7, 66 registrations
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Term Life Insurance
- Universal Life Insurance
- Wealth Accumulation
- Auditing
- Business Overhead
- Iras Traditional
- Sep And Simple Iras
- Banking
- Accounting
- Executive Benefits
- Iras Traditional And Roth
- Sep
- Disability Income
- Annuities Variable And Fixed
- Investments
- Process Improvement
- 401k
- Strategic Planning
- DES
- Strategic Financial Planning
- Buy Sell Review
- Buy Sell Agreements
- Donor Development
- Risk Management
- Microsoft Excel
- Deferred Compensation
- Credit
- Annuities Variable
- Financial Analysis
- College Funding Strategies
- Sarbanes Oxley Act
- 66 Registrations
- Budgets
- Financial Reporting
- Supplemental Retirement
- Business Continuation
- Informal Business
- Tax Deferred Savings
- College Funding
- Analysis
- Series 7
- 403B
- Annuities
- IRAs
Chawn Honkomp Summary
- Chawn Honkomp, based in Iowa, United States, is currently a Retirement Planner at Merkle Retirement Planning. Chawn Honkomp brings experience from previous roles at Focus OneSource, Principal Financial Group, Bank Iowa and Wells Fargo. Chawn Honkomp holds a 2007 - 2011 MBA @ The University of Iowa Tippie College of Business. With a robust skill set that includes 401(k), 403(b), SEP & Simple IRAs, Asset Allocation, Business Continuation Strategies, Business Overhead Expense, Buy-Sell Agreements and more. Chawn Honkomp has 1 emails and 1 mobile phone numbers on RocketReach.
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