Investment Advisor Representative @ (January 2011 - August 2013)
Financial Advisor @ (January 1979 - January 2011)
Tom Whitnah Education
University of Minnesota
Tom Whitnah Skills
Investments
Retirement Planning
Wealth Management
Estate Planning
IRAs
Wealth Accumulation
Asset Management
Asset Protection
College Education Planning
Estate and Financial Planning
Investment Management
Investment Securities
Life Insurance
Roth IRAs
401k Rollovers
Portfolio Management
Microsoft Office
Business Analysis
Management
Financial Modeling
Tom Whitnah Summary
Tom Whitnah, based in Hopkins, MN, US, is currently a Senior Vice President at 360 Financial. Tom Whitnah brings experience from previous roles at LPL Financial, Commonwealth Financial Network and Morgan Stanley Smith Barney. Tom Whitnah holds a University of Minnesota. With a robust skill set that includes Investments, Retirement Planning, Wealth Management, Estate Planning, IRAs and more. Tom Whitnah has 6 emails and 2 mobile phone numbers on RocketReach.
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