Wanda Caffrey Email & Phone Number
Vice President - Retirement and Financial Planning and Financial Advisor @ inSOURCE Financial Advisors
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Wanda Caffrey Location
- Lincoln, NE, US
Wanda Caffrey Work
- 2025 -now Vice President - Retirement and Financial Planning and Financial Advisor @
- 2013 -now Financial Advisor with Ameritas Investment Company, LLC Member FINRA and SIPC @
- 2023 -2025 Director of Retirement Planning @
- 2004 -now Financial Consultant with Ameritas Investment company, LLC Member FINRA and SIPC, @ Polaris Financial Services
- 2002 -2004 Financial Consultant @ Ameritas Investment Company, LLC Member FINRA/SIPC
- 2001 -2002 Financial Consultant @ TRJ and Associates/First Allied Securities
- 1988 -2001 Technical Analyst @
Wanda Caffrey Education
- North Platte High School
-
(Management)
- Mid - Plains Community College
(Accounting)
Wanda Caffrey Skills
- Retirement Planning
- Investments
- Annuity
- Securities
- Life Insurance
- 401k
- Retirement
- Long Term Care
- Disability Insurance
Wanda Caffrey Summary
- Wanda Caffrey, based in Lincoln, NE, US, is currently a Vice President - Retirement and Financial Planning and Financial Advisor at inSOURCE Financial Advisors. Wanda Caffrey brings experience from previous roles at inSOURCE Financial Advisors, Polaris Financial Services and Ameritas Investment Company, LLC Member FINRA/SIPC. Wanda Caffrey holds a North Platte High School. With a robust skill set that includes Retirement Planning, Investments, Annuity, Securities, Life Insurance and more. Wanda Caffrey has 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named Wanda Caffrey
Wanda Caffrey
Owner
Exmore, VA, US
Top inSOURCE Financial Advisors Employees
James Janssen
Financial Services Consultant
Lincoln, NE, US
Bob Morrow
Financial Advisor
Lincoln, NE, US
Don Wittler
Financial Advisor
Lincoln, NE, US
Bryan Holen
Financial Advisor
Bellevue, NE, US
Robin Martin
Chief Operating Officer
Lincoln, NE, US
Kimberly Legary
Client Services Director
Omaha, NE, US
Laurie Brown
Senior Case Manager - Retirement Plans
Lincoln, NE, US
Susan Marshall
Administrative Office Manager
Lincoln, NE, US
Bret Klabunde
Registered Representative
Lincoln, NE, US
John Loudon
Registered Representative
Omaha, NE, US
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