Stacy Mongar Email & Phone Number
Financial and Insurance Resource Specialist @ Farmers Union Insurance
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Stacy Mongar Location
- Sioux Falls, SD, US
Stacy Mongar Work
- Financial and Insurance Resource Specialist @ (January 2019 - Present)
- Investment Advisor Representative @ (March 2020 - Present)
- Investment Advisor Representative @ (March 2016 - March 2020)
- Regional Vice President @ (September 2015 - January 2019)
- Regional Vice President @ (September 2013 - September 2015)
- Reg Rep @ (January 2013 - January 2015)
- Regional Vice President @ The ASA Group (July 2011 - August 2013)
- Account Executive @ (June 2002 - May 2011)
Stacy Mongar Education
- Colorado Technical University-Sioux Falls
Associates (Accounting)
1999-2002
Stacy Mongar Skills
- Estate Planning
- Financial Advisory
- FINRA
- Series 63
- Consultative Selling
- Fixed Annuities
- Retirement
- Customer Service
- Long Term Care
- Insurance
- Financial Services
- Wealth
- Retirement Planning
- Financial Planning
- Mutual Funds
- Life Insurance
- Series 7
Stacy Mongar Summary
- Stacy Mongar, based in Sioux Falls, SD, US, is currently a Financial and Insurance Resource Specialist at Farmers Union Insurance. Stacy Mongar brings experience from previous roles at Belpointe Asset Management, Horter Investment Management, LLC, M3 Financial and Nautic Financial Group, LLC.. Stacy Mongar holds a 1999 - 2002 Associates in Accounting @ Colorado Technical University-Sioux Falls. With a robust skill set that includes Estate Planning, Financial Advisory, FINRA, Series 63, Consultative Selling and more. Stacy Mongar has 1 emails and 1 mobile phone numbers on RocketReach.
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