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 1 mobile phone numbers on RocketReach.

Tom Gartner Emails

Found 1 email

Tom Gartner Phone Numbers

Found 3 phone numbers

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Top ISC Financial Advisors Employees

Tim Jaynes

Fiduciary Consultant and Planner

Wisconsin, United States

iscfinancialadvisors.com

+1 612-710-XXXX
+1 952-835-XXXX
+1 952-472-XXXX

Wendy Bennis

Senior Wealth Management Advisor

Saint Paul, MN, US

iscfinancialadvisors.com

+1 612-340-XXXX
+1 952-475-XXXX
+1 952-476-XXXX
...

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