Founding Wealth Advisor @ (September 2018 - September 2024)
Wealth Strategist @ (September 2024 - Present)
Wealth Management Advisor @ (March 2003 - September 2018)
Jeffrey Rainer Education
The American College of Financial Services
ChFc® (CLU®, CASL®, CLTC®, RICP®, Finance and Financial Management Services)
2005-2015
Jeffrey Rainer Summary
Jeffrey Rainer, based in Appleton, WI, US, is currently a Wealth and Tax Strategist at Peak Vision Consulting. Jeffrey Rainer brings experience from previous roles at Avaii Wealth Management, Lifeworks Advisors and Northwestern Mutual. Jeffrey Rainer holds a 2005 - 2015 ChFc® in CLU®, CASL®, CLTC®, RICP®, Finance and Financial Management Services @ The American College of Financial Services. Jeffrey Rainer has 2 emails and 2 mobile phone numbers on RocketReach.
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