Jon Maertz Location
Milwaukee, WI, US
Jon Maertz Work
- 2025 - now Senior Plan Advisor @ Wealthspire Retirement Advisory
- 2019 - 2025 Senior Plan Advisor, NFP Retirement, Inc. @ Wealthspire Retirement Advisory
- 2019 - now Board of Directors @ The Lutheran Home Association
- 2016 - 2019 Senior Plan Advisor @ Bronfman Rothschild
- 2005 - 2016 Vice President, Senior Retirement Plan Consultant @ Baird
- 2011 - 2016 Board of Education @ Star Of Bethlehem
- 2005 - 2012 Alumni Board Chairman @ Wisconsin Lutheran College
- 2004 - 2005 Assistant Vice President, Client Management @ U.S. Bank
- 1996 - 2004 Retirement Plan Account Manager @ Strong Capital Management
Jon Maertz Education
- Wisconsin Lutheran College
Bachelors of Business Administration (Dual emphasis in Finance and Management)
- Luther Preparatory School
- Southwest Minnesota State University
(BBA - Business Administration)
Jon Maertz Skills
- Leadership
- Dol
- Fiduciary Governance
- Financial Advisory
- Pensions
- Corporate Benefits
- Insurance
- Retirement Planning
- Investments
- Napa
Jon Maertz Summary
Jon Maertz, based in Milwaukee, WI, US, is currently a Senior Plan Advisor at Wealthspire Retirement Advisory. Jon Maertz brings experience from previous roles at NFP Retirement Division, The Lutheran Home Association, Bronfman Rothschild and Robert W. Baird & Co.. Jon Maertz holds a Bachelors of Business Administration in Dual emphasis in Finance and Management @ Wisconsin Lutheran College. With a robust skill set that includes Leadership, Dol, Fiduciary Governance, Financial Advisory, Pensions and more. Jon Maertz has 1 emails and 1 mobile phone numbers on RocketReach.
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Jon Maertz
Senior Plan Advisor at Wealthspire Retirement Advisory
Milwaukee, WI, US11
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