Marc Geels Email & Phone Number
Managing Partner @ WealthPlan Group
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Marc Geels Location
- Sioux City, IA, US
Marc Geels Work
- Managing Partner @ (September 2024 - Present)
- Wealth Manager, CEO @ EFS Group Wealth Management (June 1991 - Present)
- Wealth Manager @ (January 2006 - Present)
- Advisor @ Securities America (January 2006 - Present)
- Executive Committe (Visitor Host) @ (March 2011 - June 2015)
Marc Geels Education
- Dordt University
Bachelor of Arts (B.A.) (Accounting and Business/Management)
1987-1991 - Dordt University
BA (Business and Accounting)
1987-1991
Marc Geels Skills
- Estate Planning
- Finance
- Financial Planning
- Financial Services
- Insurance Planning
- Investments
- Long Term Care
- Pensions
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Securities
- Strategic Financial Planning
- Wealth
- Wealth Management
Marc Geels Summary
- Marc Geels, based in Sioux City, IA, US, is currently a Managing Partner at WealthPlan Group. Marc Geels brings experience from previous roles at EFS Group Wealth Management, Securities America Advisors, Inc., Securities America and BNI (Business Networking International). Marc Geels holds a 1987 - 1991 Bachelor of Arts (B.A.) in Accounting and Business/Management @ Dordt University. With a robust skill set that includes Estate Planning, Finance, Financial Planning, Financial Services, Insurance Planning and more. Marc Geels has 1 emails on RocketReach.
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