Jon Maertz Email & Phone Number
Senior Plan Advisor @ Wealthspire Retirement Advisory
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Jon Maertz Location
- Milwaukee, WI, US
Jon Maertz Work
- 2025 -now Senior Plan Advisor @
- 2019 -now Board of Directors @
- 2019 -2025 Senior Plan Advisor, NFP Retirement, Inc. @
- 2016 -2019 Senior Plan Advisor @ Bronfman Rothschild
- 2005 -2016 Vice President, Senior Retirement Plan Consultant @
- 2011 -2016 Board of Education @
- 2005 -2012 Alumni Board Chairman @
- 2004 -2005 Assistant Vice President, Client Management @
- 1996 -2004 Retirement Plan Account Manager @
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
- Finance
- 401K Retirement Savings Plans
- Series 66
- Asppa
- Asset Allocation
- Strategy
- Financial Services
- Mutual Funds
- Uniform Combined State Law
- FINRA
- Investment Strategies
- Financial Wellness
- Microsoft Excel
- Customer Service
- ERISA
- Institutional Consulting
- Behavioral Finance
- Retirement
- CRM
- Series 7
- Employee Benefits
- Analysis
- Investment Management
- 401 Retirement Savings Plans
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 The Lutheran Home Association, NFP Retirement Division, 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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