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Jim Wegener Work
Financial Consultant @ (April 2016 - Present)
Manager @ RSM US Wealth Management LLC (June 2013 - April 2016)
Financial Associate @ (October 2003 - June 2013)
Jim Wegener Education
University of Northern Iowa
Bachelor of Arts (B.A.) (Graphic Design)
Jim Wegener Skills
401k
Estate Planning
Finance
Financial Planning
Fixed Income
Insurance
Investments
Long Term Care Insurance
Retirement Planning
Securities
Small Business
Wealth
Jim Wegener Summary
Jim Wegener, is currently a Financial Consultant at Thrivent Financial. Jim Wegener brings experience from previous roles at RSM US Wealth Management LLC and Thrivent Financial. Jim Wegener holds a Bachelor of Arts (B.A.) in Graphic Design @ University of Northern Iowa. With a robust skill set that includes 401k, Estate Planning, Finance, Financial Planning, Fixed Income and more. Jim Wegener has 1 emails and 1 mobile phone numbers on RocketReach.
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