Nick Whitmer Email & Phone Number
Financial Planner | CERTIFIED FINANCIAL PLANNER™ @ Guidance Capital
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Nick Whitmer Location
- Louisville, KY, US
Nick Whitmer Work
- Financial Planner | CERTIFIED FINANCIAL PLANNER™ @ (April 2022 - Present)
- Senior Financial Advisor @ (May 2017 - March 2022)
- Territory Manager @ (February 2015 - May 2017)
- Senior Territory Consultant @ (October 2014 - January 2015)
- Territory Consultant @ (June 2013 - September 2014)
Nick Whitmer Education
- University of Louisville
Bachelor of Science (Business Administration: Finance)
2008-2012
Nick Whitmer Skills
- Coaching
- Holistic Financial Planning
- Personal Financial Planning
- Qualified Retirement Plans
- Tax Planning
- Event Planning
- Sales
- Budgets
- Time Management
- Team Leadership
- Customer Service
- Finance
- Event Management
- Microsoft Excel
- Social Media Marketing
- Public Relations
- Sales Operations
- Marketing
- Investment Advisory Services
- Account Management
- Financial Services
- Asset Location
- Variable Annuities
- Management
- Financial Analysis
- Project Management
- Financial Reporting
- Strategy
Nick Whitmer Summary
- Nick Whitmer, based in Louisville, KY, US, is currently a Financial Planner | CERTIFIED FINANCIAL PLANNER™ at Guidance Capital. Nick Whitmer brings experience from previous roles at ARGI and Nationwide. Nick Whitmer holds a 2008 - 2012 Bachelor of Science in Business Administration: Finance @ University of Louisville. With a robust skill set that includes Coaching, Holistic Financial Planning, Personal Financial Planning, Qualified Retirement Plans, Tax Planning and more. Nick Whitmer has 1 emails and 2 mobile phone numbers on RocketReach.
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