Echo Pelster Email

Insurance Agent @ Catholic Order of Foresters

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Echo Pelster Location

Arnold, NE, US

Echo Pelster Work

Financial Advisor @ (September 2026 - Present)
Insurance Agent @ (June 2023 - Present)
Chartered Financial Consultant @ ECHO Financial LLC A Registered Investment Advisor of Nebraska (January 2023 - Present)
Managing Member and Insurance Agent @ (January 2020 - December 2023)
Investment Advisor @ (January 2021 - May 2022)
Insurance Agent @ (January 2021 - April 2022)
Financial Advisor @ (April 2019 - December 2020)
Investment advisor representative @ (August 2014 - March 2020)
Registered Representative @ Farmers Financial Solutions, LLC (January 2014 - September 2014)
Sales Associate @ (October 2013 - August 2014)
Associate @ (March 2013 - March 2014)

Echo Pelster Education

Indiana Wesleyan University
Kingdom Advisors Designation (Financial Planning and Services)
2026-2026
The American College of Financial Services
Chartered Life Underwriter
2024-2025
The American College of Financial Services
Chartered Life Underwriter (Aspects of life insurance law)
2024-2025
The American College of Financial Services
Chartered Life Underwriter (Aspects of Life Insurance Law)
2025-2025
The American College of Financial Services
ChFC (Chartered Financial Consultant)
2020-2023
Federation of Federal Employee Benefit Advocates
Federal Retirement Consultant (sm) (Federal Retirement Plans)
2019-2023
uPlan College Planning Strategies
College Planning 529 (Utma, Ugma, Financial Planning for College)
2018-2018
The Efficent Advisor
Completely learned practice management start to finish. (Practice Management)
2018-2018
Institute for Divorce Financial Analysts
CDFA (Financial Aspect of Divorce)
2016-2017
Certified Long-Term Care
CLTC® (Long Term Care Needs Planning)
2016-2016
The American College of Financial Services
RICP® (Retirement Income Certified Professionals)
2015-2015
Fraternal Field Managers Association
Fraternal Insurance Counselor FIC® (Life Insurance)
2014-2015
Limra Trustworthy Selling
Trustworthy Selling (Ethics of Selling and Best Practices)
2014-2015
Thrivent Financial Retirement Income Seminar
Retirement Guidance Planning (Retirement)
2015-2015
Ohio National Financial Services
Personal Insurance Seminar (Life Insurance)
2013-2013
Kingdom Advisors
Biblical Wisdom for Financial Advisors (Financial Services)
2017
Prometric
Property and Casualty (Nebraska )
Integrated Trust Systems
Certificate of Trust Implementation (Establish Trust)

Echo Pelster Skills

529 Plans
Annuities
Annuity Sales
Business Continuity Planning
Business Development
Business Planning
Business Solution
Charitable Gift Annuities
Client Relations
College Education Planning
Consultative Selling
Customer Experience
Customer Service
Equity Indexed Annuities
Estate Planning
Estate Preservation
Estate Tax Planning
Farm and Ranch Legacy Planning
Financial Advisory
Financial Analysis
Financial Planning
Financial Services
Fixed Annuities
Fixed-Income Investing
Indexed Annuities
Insurance
Insurance Planning
Investments
Legacy Planning
Legacy plannng
Life Insurance
Life insurance planning
Long term care
Long-term Care
Mutual Funds
Personal Financial Planning
Planning for Business Professionals
Property and Casualty Insurance
Retirement Goal Planning
Retirement Income
Retirement Income Planning
Retirement Income Strategies
Retirement Planning
Retirement Savings
Series 66
Series 7
Social Security
Special Needs Planning
Term Life Insurance
The Next Generation.
UGMA
UTMA
Universal Life
Variable Annuities
Wealth Preservation
Whole Life Insurance

Echo Pelster Summary

Echo Pelster, based in Arnold, NE, US, is currently a Insurance Agent at Catholic Order of Foresters. Echo Pelster brings experience from previous roles at Kingdom Advisors, ECHO Financial LLC A Registered Investment Advisor of Nebraska , ECHO Financial L.L.C. and Eagle Strategies. Echo Pelster holds a 2026 - 2026 Kingdom Advisors Designation in Financial Planning and Services @ Indiana Wesleyan University. With a robust skill set that includes 529 Plans, Annuities, Annuity Sales, Business Continuity Planning, Business Development and more. Echo Pelster has 2 emails on RocketReach.