Retirement Sales Consultant @ (August 2005 - September 2019)
Operations Associate @ (February 2004 - July 2005)
Financial advisor @ (January 2001 - January 2003)
Michael Harm Education
College for Financial Planning
Chartered Retirement Planning Counselor
2007-2008
University of Nebraska-Lincoln
BSBA (Finance)
1997-2001
Doane University
MAM (Management)
2018
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
Michael Harm Skills
401k
Computers
Customer Service
Estate Planning
Financial Planning
Financial Services
Fixed Annuities
IRAs
Insurance
Investments
Life Insurance
Long-term Care
Management
Mutual Funds
Qualified Retirement Plans
Retirement
Retirement Planning
Saving for Education
Securities
Series 24
Series 6
Series 63
Series 65
Series 7
Tax-planning
Term Life Insurance
Weightlifting
Woodworking
Tax Planning
Long Term Care
Michael Harm Summary
Michael Harm, based in Lincoln, NE, US, is currently a Senior Compliance Consultant at Allstate Financial Services, LLC. Michael Harm brings experience from previous roles at Allstate Financial Services, LLC, SMITH HAYES Financial Services and Waddell & Reed. Michael Harm holds a 2007 - 2008 Chartered Retirement Planning Counselor @ College for Financial Planning. With a robust skill set that includes 401k, Computers, Customer Service, Estate Planning, Financial Planning and more. Michael Harm has 2 emails and 1 mobile phone numbers on RocketReach.
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