James Ison Email & Phone Number
Owner @ Mesenberg & Bird
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James Ison Location
- Wausau, WI, US
James Ison Work
- 2016 -now Owner @
- 2013 -now CERTIFIED FINANCIAL PLANNER™ practioner and Financial Advisor @ Ison Financial Planning & Packerland Brokerage Services, Inc.
- 2014 -2016 Tax Preparer and Accountant @ Ison Tax & Accounting
- 2010 -2013 CERTIFIED FINANCIAL PLANNER ™ @
- 2010 -2013 Financial Advisor @ First Allied Securities, Inc.
- 2006 -2009 Financial Consultant @
- 1997 -2006 Staff Sergeant @
James Ison Education
- Kaplan University-Davenport Campus
Masters of Science in Accounting (Masters of Science in Accounting, Taxation)
2013-2015 - University of Wisconsin-Whitewater
BBA-Finance (BBA-Finance, Emphasis: Financial Planning)
2004-2006 - University of Wisconsin-Marathon County
Associates (Associates, General)
2000-2004
James Ison Skills
- Estate Planning
- Financial Advisory
- Certified Financial
- Financial Planners
- Public Speaking
- Personal Tax Planning
- Fixed Annuities
- Insurance
- Wealth Transfer
- Retirement Planning
- Financial Planning
- Tax
- IRAs
- Portfolio Management
- Investments
- Small Business Tax
- Finance
- Wealth Preservation
- 401k
- Asset Allocation
- Investment Advisory
- Roth IRA
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Simple IRA
- Business Planning
- Strategic Financial Planning
- FINRA
- SEP IRA
- Wealth Accumulation
- Financial Goals
- Training
- Certified Financial Planner
- Financial Analysis
- Wealth
- Series 7
- Tax Accounting
- Tax Preparation
- Traditional IRA
- Small Business
- Personal Finance
- Strategic Financial
- Tax Returns
- Retirement
- Packers
- Securities
- Investment Management
James Ison Summary
- James Ison, based in Wausau, WI, US, is currently a Owner at Financial Planning & Tax Center. James Ison brings experience from previous roles at Ison Financial Planning & Packerland Brokerage Services, Inc., Ison Tax & Accounting, Hermening Financial Group LLC and First Allied Securities, Inc.. James Ison holds a 2013 - 2015 Masters of Science in Accounting in Masters of Science in Accounting, Taxation @ Kaplan University-Davenport Campus. With a robust skill set that includes Estate Planning, Financial Advisory, Certified Financial, Financial Planners, Public Speaking and more. James Ison has 2 emails and 2 mobile phone numbers on RocketReach.
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