Jeff Haugse Email & Phone Number
Senior Financial Advisor @ Strategic Financial Solutions
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Jeff Haugse Location
- North Liberty, IA, US
Jeff Haugse Work
- Senior Financial Advisor @ (June 2022 - Present)
- Senior Financial Representative @ (January 2018 - June 2022)
- Financial Representative @ (October 2014 - June 2018)
- Internal Sales Manager @ (October 2010 - October 2014)
- Internal Sales Consultant 401(k) @ (March 2007 - February 2011)
- Variable Annuity Administrator @ (September 2002 - March 2007)
Jeff Haugse Education
- Mount Mercy University
Masters of Business Administration (Finance & Management)
2008-2012 - University of Northern Iowa
Bachelor (Finance)
1998-2002 - Kennedy High School 1994-1998
Jeff Haugse Skills
- College Funding Strategies
- Term Life Insurance
- Financial Needs Analysis
- Retirement Planning
- Annuities (Variable & Fixed)
- Universal Life Insurance
- Income Protection
- Disability Insurance
- Buy-sell Agreements
- 401 (k), SEP & Simple IRAs
- Key Person Insurance
- Informal Business Valuation
- Business Overhead Expense
- Asset Allocation
- Whole Life Insurance
- Survivor Income
- Executive Benefit Strategies
- Long Term Care Insurance
- Business Continuation Strategies
- Mutual Funds
- 401 (k), SEP & Simple IRAs
- Annuities (Variable & Fixed)
- Buy-Sell Review
- Certified Financial Planner
- Estate Planning Strategies
- IRAs (Traditional & ROTH)
- Split Dollar Plans
- Supplemental Retirement Income
- Wealth Accumlation Strategies
Jeff Haugse Summary
- Jeff Haugse, based in North Liberty, IA, US, is currently a Senior Financial Advisor at Strategic Financial Solutions. Jeff Haugse brings experience from previous roles at Strategic Financial Solutions and Transamerica Retirement Services. Jeff Haugse holds a 2008 - 2012 Masters of Business Administration in Finance & Management @ Mount Mercy University. With a robust skill set that includes College Funding Strategies, Term Life Insurance, Financial Needs Analysis, Retirement Planning, Annuities (Variable & Fixed) and more. Jeff Haugse has 2 emails and 2 mobile phone numbers on RocketReach.
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