Ian Tinker Email & Phone Number
Founder | Wealth Advisor @ Busine LLC
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Ian Tinker Location
- Scottsdale, AZ, US
Ian Tinker Work
- Founder | Wealth Advisor @ (August 2014 - Present)
- Wealth Advisor, Founder @ ULT Wealth Advisors (August 2012 - July 2014)
- Wealth Advisor, Founder, and Chief Compliance Officer @ ULT Wealth Advisors (May 2011 - August 2012)
- Financial Advisor @ (January 2007 - May 2011)
- Director of Logistics and Technology @ Half Price Pots, Inc (June 2004 - January 2007)
- Financial Associate @ (June 2001 - April 2005)
Ian Tinker Education
- University of Washington
Bachelor of Arts (Psychology)
2000-2004 - Woodinville High School 1997-2000
- San Diego State University
Ian Tinker Skills
- Asset Allocation
- Budgets
- Business Planning
- CRPC
- College Education Planning
- Customer Service
- Disability Insurance
- Employee Benefits
- Employee Benefits Design
- Estate Tax Planning
- Financial Advisory
- Financial Goals
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Investment Strategies
- Investments
- Life Insurance
- Long Term Care Insurance
- Microsoft Excel
- Multi-generational wealth transfer
- Private Pilot
- Real Estate
- Retirement Planning
- Series 65
- Series 7
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Trusts
- Wealth Management
- Multi Generational Wealth Transfer
- Services
Ian Tinker Summary
- Ian Tinker, based in Scottsdale, AZ, US, is currently a Founder | Wealth Advisor at Busine LLC. Ian Tinker brings experience from previous roles at ULT Wealth Advisors, Ameriprise Financial Services, Inc. and Half Price Pots, Inc. Ian Tinker holds a 2000 - 2004 Bachelor of Arts in Psychology @ University of Washington. With a robust skill set that includes Asset Allocation, Budgets, Business Planning, CRPC, College Education Planning and more. Ian Tinker has 2 emails and 3 mobile phone numbers on RocketReach.
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