Thomas Neumann Location
Milwaukee, WI, US
Thomas Neumann Work
- 2019 - now Financial Advisor @ Drake & Associates, LLC
- 2022 - 2025 Director of Wealth Management @ Drake & Associates, LLC
- 2018 - 2019 Financial Advisor @ The Huntington Investment Company
- 2017 - 2018 Premier Banker @ Wells Fargo
- 2013 - 2017 Securities Trader @ Wells Fargo
- 2010 - 2013 Investment Services Analyst @ Wells Fargo
- 2009 - 2010 Financial Service Consultant @ Wells Fargo
- 2008 - 2009 Client Service Manager @ Wells Fargo
- 2005 - 2008 Client Service Consultant @ Wells Fargo
- 2002 - 2005 Director of League Operations @ University of Wisconsin-Madison
Thomas Neumann Education
- University of Wisconsin-Madison
BS (Economics)
2001 - 2005 - Muskego High School
HS Diploma (General Studies)
1998 - 2001
Thomas Neumann Skills
- Retirement Planning
- Financial Planning
- Retirement Income Strategies
- Qualified Retirement Plans
- Retirement Savings
- Portfolio Management
- Individual Retirement Accounts (IRA)
- 401(k) Retirement Savings Plans
- Series 7
- Microsoft Technologies
Thomas Neumann Summary
Thomas Neumann, based in Milwaukee, WI, US, is currently a Financial Advisor at Drake & Associates, LLC. Thomas Neumann brings experience from previous roles at Drake & Associates, LLC, The Huntington Investment Company and Wells Fargo. Thomas Neumann holds a 2001 - 2005 BS in Economics @ University of Wisconsin-Madison. With a robust skill set that includes Retirement Planning, Financial Planning, Retirement Income Strategies, Qualified Retirement Plans, Retirement Savings and more. Thomas Neumann has 3 emails and 3 mobile phone numbers on RocketReach.
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