John Challas Email & Phone Number
Strategic Planning Consultant @ Integrated Equity Management
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John Challas Location
- Saint Paul, MN, US
John Challas Work
- Strategic Planning Consultant @ (October 2023 - Present)
- Chief Operating Officer @ (July 2022 - October 2023)
- Founder and President at Challas Consulting, LLC @ Challas Consulting, LLC (January 2020 - Present)
- Vice President, FMO Distribution @ (April 2019 - January 2020)
- Vice President, National Sales Director @ Questar Capital Corporation (April 2016 - January 2020)
- Vice President of Life Sales @ Allianz Life (February 2015 - January 2020)
- Senior Vice President, Regional Sales Manager @ (August 2011 - February 2015)
- Regional Vice President @ (September 2009 - June 2011)
- Regional Vice President @ (May 1991 - September 2009)
- Regional Director of Agencies and Financial Advisor @ Indianapolis Life/Financial Security Planners (December 1982 - February 1991)
- Regional Director @ Indianapolis Life (January 1988 - January 1991)
- Sales Associate and Registered Representative @ Financial Security Planners/Indianapolis Life (January 1982 - January 1988)
John Challas Education
- University of Minnesota
Bachelor of Science in Business (Business)
1978-1982 - UMN Carlson School of Management
Bachelor of Science (Business)
- The American College of Financial Services
John Challas Skills
- Financial Advisory
- Fixed Annuities
- Wealth Management
- Series 7
- Series 63
- Securities
- Retirement Planning
- FINRA
- Mutual Funds
- Retirement
- Investment Advisory
- Leadership
- Strategic Financial Planning
- Series 24
- Investments
- Asset Allocation
- Finance
- Insurance
- Estate Planning
- Project Management
- Sales
- Sales Manager
- Strategic Planning
- Microsoft Word
John Challas Summary
- John Challas, based in Saint Paul, MN, US, is currently a Strategic Planning Consultant at Integrated Equity Management. John Challas brings experience from previous roles at Integrated Equity Management, Challas Consulting, LLC, Allianz and Questar Capital Corporation. John Challas holds a 1978 - 1982 Bachelor of Science in Business in Business @ University of Minnesota. With a robust skill set that includes Financial Advisory, Fixed Annuities, Wealth Management, Series 7, Series 63 and more. John Challas has 2 emails and 2 mobile phone numbers on RocketReach.
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John Challas
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Top Integrated Equity Management Employees
John Challas
Strategic Planning Consultant
Saint Paul, MN, US
Cammy Smith
CEO and President
Florida, United States
Ted Smith
Co-Founder, CEO and President, Private Wealth Manager
Minneapolis, MN, US
Talia Pauletti
Chief Of Staff
Naples, FL, US
Bridget Kempf
Client Experience Associate
Minneapolis, MN, US
Megan Kiel
Vice President of Operations
Saint Paul, MN, US
Dan LaNasa
Private Wealth Manager
Minneapolis, Minnesota, United States
Mark Schlumpberger
Client Relationship Manager
Minneapolis, MN, US
Ebenezer Mengistu
Client Relationship Manager
Saint Paul, MN, US
Dan Lanasa
Private Wealth Manager
Saint Paul, MN, US
Charley Stewart
Partner and Senior Vice President I Private Wealth Manager
Minneapolis, MN, US
Elise Hartwig
Private Wealth Manager
Minneapolis, MN, US
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