Michael Wehner Email & Phone Number
Owner and Financial Advisor @ Tru Financial LLC
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Michael Wehner Location
- Buckeye, AZ, US
Michael Wehner Work
- Owner and Financial Advisor @ (May 2016 - Present)
- Financial Advisor @ (January 2013 - May 2016)
- Financial Services Representative and Princor Registered Representative @ (May 2012 - January 2013)
- Financial Representative @ (April 2011 - May 2012)
- Manager, Business Development @ eBridge (April 2010 - January 2011)
- General Manager @ Mastermark (January 2009 - March 2010)
- Vice President - Sales @ (January 2004 - January 2009)
- Account Director @ Purdie Rogers (January 2002 - January 2004)
Michael Wehner Education
- University of Wisconsin-Madison
BBA (Marketing and Managment)
1982-1986
Michael Wehner Skills
- 401(k)
- 403(b)
- SEP and Simple IRA
- Roth IRAs
- Traditional IRAs
- Buy-Sell Agreements
- Informal Business Valuation
- Variable Annuities
- Fixed Annuities
- Financial Needs Analysis
- Mutual Funds
- Business Continuation Strategies
- Business Overhead Expense
- Buy-Sell Review
- Charitable Giving
- College Funding Strategies
- Dental Insurance
- Disability Income Insurance
- Estate Planning
- Executive Benefits Strategies
- Income Protection
- Key Person Insurance
- Long-Term Care Insurance
- Whole Life Insurance
- Pension Plans
- Salary Continuation
- Series 6, 63 and 65 Registrations
- Split Dollar Plans
- Supplemental Retirement Income
- Survior Income
- Tax-Deferred Savings
- Universal Life Insurance
- Wellness Programs
- Wealth Accumulation
- Microsoft Office
- Hospitals
- 63 and 65 Registrations
- Healthcare
- Buy Sell Agreements
- Business Development
- Business Analysis
- Account Management
- Marketing Strategy
- Management
- Roth Ira's
- Traditional Ira's
- 403b
- DES
- Customer Satisfaction
- Buy Sell Review
- Strategy
- Manufacturing
- Finance
- Budgets
- Tax Deferred Savings
- Series 6
- 401k
- Marketing
- Long Term Care Insurance
- Financial Services
- Customer Service
- Financial Analysis
- Securities
Michael Wehner Summary
- Michael Wehner, based in Buckeye, AZ, US, is currently a Owner and Financial Advisor at Tru Financial LLC. Michael Wehner brings experience from previous roles at Principal Financial Group, Northwestern Mutual and eBridge. Michael Wehner holds a 1982 - 1986 BBA in Marketing and Managment @ University of Wisconsin-Madison. With a robust skill set that includes 401(k), 403(b), SEP and Simple IRA, Roth IRAs, Traditional IRAs and more. Michael Wehner has 2 emails and 1 mobile phone numbers on RocketReach.
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