Luis Strohmeier Email & Phone Number
Partner and Wealth Advisor at Octavia Wealth Advisors, LLC @ Octavia Wealth Advisors
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Luis Strohmeier Location
- United States
Luis Strohmeier Work
- 2020 -now Partner and Wealth Advisor at Octavia Wealth Advisors, LLC @
- 2010 -2020 Lead Partner @ Midwest Financial Partners, LLC
- 1999 -2010 Lead Partner of Summit Financial Partners @
- 1996 -1999 Registered Investment Advisor @
- 1989 -1996 Registered Representative @
Luis Strohmeier Education
- Wright State University 1994-1995
- Ball State University - Miller College of Business 1988-1989
- OHIO STATE 1984-1987
Luis Strohmeier Skills
- Retirement Planning
- Wealth Management
- Financial Planning
- Business succession planning
- Risk Management
- 401k distribution planning
- Investment Services
- Life Insurance planning
- Pension Distribution Planning
- Certified Divorce Financial Analyst
- Estate Planning Strategies
- Sales
- Strategy
- Microsoft Office
- Customer Service
- Project Management
- Financial Services
- Business Analysis
- Estate Planning
- Insurance
Luis Strohmeier Summary
- Luis Strohmeier, based in United States, is currently a Partner and Wealth Advisor at Octavia Wealth Advisors, LLC at Octavia Wealth Advisors, LLC. Luis Strohmeier brings experience from previous roles at Midwest Financial Partners, LLC and AXA Advisors, LLC. Luis Strohmeier holds a 1994 - 1995 Wright State University. With a robust skill set that includes Retirement Planning, Wealth Management, Financial Planning, Business succession planning, Risk Management and more. Luis Strohmeier has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Octavia Wealth Advisors Employees
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