Tom Gartner Email & Phone Number
Wealth Manager @ ISC Financial Advisors
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Tom Gartner Location
- Minneapolis, MN, US
Tom Gartner Work
- 2008 -now Wealth Manager @
- 2015 -now Board Member @ Let's Go Fishing with Seniors
- 2000 -now Great Speakers I've heard @ Various
- 2007 -2008 Senior Manager @
- 2006 -2006 Team Manager, Risk Management Division @
- 1999 -2005 Relationship Manager, Premier Services, and Mutual Fund Specialist @
Tom Gartner Education
- Creighton University
Master's in Security Analysis and Portfolio Management
2012 - University of San Diego
Major in Finance with a Minor in Psychology (Bachelor of Business Administration)
1996-1999 - Southern Methodist University
Certificate Program in Financial Planning
- Edina High School
Tom Gartner Skills
- Financial Services
- Asset Allocation
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Retirement
- Wealth Management Services
- Financial Advisory
- Alternative Investments
- Estate Planning
- Portfolio Management
- Personal Finance
- Investments
- Investment Management
- Wealth
- Tax
- IRAs
- Wealth Preservation Strategies
- Financial Planning
- 401k Rollovers
- Certified Financial Planner
- Social Security Strategies
- Tax Reduction Strategies
- Investment Selection
- CFP
- Fiduciary
- Retirement Income Strategies
- Retirement Plan Distribution
- IRA Rollovers
- Fund Analysis
- Comprehensive Wealth Management
- Retirement Plans
- Tax Free Bonds
- Municipal Bonds
- Retirement Plan Consulting
- Cash Flow Forecasting
- Fiduciary Services
- Senior Finance
- Socially Responsible Investing
- Index Funds
- Seniors
- Wealth Preservation
- Retirement Income
- Retirement Plan
- Social Security
- Strategic Financial
- Comprehensive Wealth
- SAN
- Microsoft Office
- Financial Analysis
- Socially Responsible
- Certified Financial
- Fishing
- Finance
- Training
- Sales
Tom Gartner Summary
- Tom Gartner, based in Minneapolis, MN, US, is currently a Wealth Manager at ISC Financial Advisors. Tom Gartner brings experience from previous roles at Let's Go Fishing with Seniors, Various and TD Ameritrade. Tom Gartner holds a Master's in Security Analysis and Portfolio Management @ Creighton University. With a robust skill set that includes Financial Services, Asset Allocation, Retirement Planning, Strategic Financial Planning, Wealth Management and more. Tom Gartner has 1 emails and 2 mobile phone numbers on RocketReach.
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