Jon Maertz Email & Phone Number
Senior Plan Advisor @ Wealthspire Retirement Advisory
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jon Maertz Location
- Milwaukee, WI, US
Jon Maertz Work
- Senior Plan Advisor @ (November 2025 - Present)
- Senior Plan Advisor, NFP Retirement, Inc. @ (August 2019 - November 2025)
- Board of Directors @ (April 2019 - Present)
- Senior Plan Advisor @ Bronfman Rothschild (December 2016 - August 2019)
- Vice President, Senior Retirement Plan Consultant @ (April 2005 - December 2016)
- Board of Education @ (January 2011 - January 2016)
- Alumni Board Chairman @ (January 2005 - May 2012)
- Assistant Vice President, Client Management @ (March 2004 - April 2005)
- Retirement Plan Account Manager @ (February 1996 - March 2004)
Jon Maertz Education
- Wisconsin Lutheran College
Bachelors of Business Administration (Dual emphasis in Finance and Management)
- Southwest Minnesota State University
(BBA - Business Administration)
- Luther Preparatory School
High School Diploma (College/University Preparatory and Advanced High School/Secondary Diploma Program)
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 Wealthspire Retirement Advisory, 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.
Looking for a different Jon Maertz?
Find contact details for 700 million professionals.
Others Named Jon Maertz
Jon Maertz
Senior Plan Advisor
Milwaukee, WI, US
Top Wealthspire Retirement Advisory Employees
Geoff Keeling
Chief Investment Officer
Irvine, CA, US
Thomas Bastin
Managing Director - SE
Fort Lauderdale, FL, US
Brian Yu
Chief Compliance Officer
Los Angeles, CA, US
Fred Pieracci
Executive Benefits Consultant
Aliso Viejo, CA, US
Diana Nzau
Financial Coach
Phoenix, AZ, US
Todd Hoppock
Senior Vice President
Aliso Viejo, CA, US
Tanner Felts
Retirement Plan Advisor
Tulsa, OK, US
David Heroux
Managing Director
Simi Valley, CA, US
Jon Maertz
Senior Plan Advisor
Milwaukee, WI, US
Marc McDowell
Vice President, Advisory Services
Madison, WI, US
Chris Langstaff
Vice President
Orange, CA, US
Dana Schiffner
Vice President, Sales and Service Operations
California, United States
Eileen Ckp
Vice President Sales Operations
Little Silver, NJ, US
John Servin
Head of Retirement Plans and Asset Management
Charlotte, VT, US
Jamie Bond
Associate Vice President, Retirement Plan Advisor
Columbus, OH, US
Emily Hopkins
Vice President
La Cañada Flintridge, CA, US
Hannah Dowling
Vice President
Irvine, CA, US
Daniel Bystrom
SVP
New York, NY, US
Joel Shapiro
President
Aliso Viejo, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co