Adam Eilert Email and Phone Number
As a Financial Advisor, I am passionate about helping individuals achieve their financial aspirations. With extensive experience in investment planning, retirement strategies, and wealth management, I'm committed to providing exceptional service. Let's connect and work together for a brighter financial future!
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The Converse TeamWichita, Ks -
Financial AdvisorThe Converse Team Mar 2019 - PresentWichita, Kansas, UsSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Keating & Associates, Inc. and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. -
Financial AdvisorKeating & Associates, Inc. Mar 2019 - PresentManhattan, Ks, Us -
Financial Planning InternAspyre Wealth Partners Jun 2018 - Mar 2019Overland Park, Ks, Us• Facilitate the preparation of comprehensive financial plans and client investment portfolios• Participate in client meetings to gain experience and training in servicing clients• Lead multiple projects including tax preparation, financial planning research, and investment account consolidation• Utilize a variety of financial planning software packages• Collaborate with multiple team members and help form the first internship in the company -
Laborer/Yard AssistantKansas Building Products, Inc. Aug 2016 - Mar 2018Us• Involved in the manufacturing and distribution of concrete brick, housing brick, and stone• Developed strategic planning skills to efficiently complete tasks in a timely manner• Motivated a team of three to work in a fast-paced high demanding environment
Adam Eilert Education Details
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Kansas State UniversityPersonal Financial Planning
Frequently Asked Questions about Adam Eilert
What company does Adam Eilert work for?
Adam Eilert works for The Converse Team
What is Adam Eilert's role at the current company?
Adam Eilert's current role is Financial Advisor at The Converse Team Financial Services.
What schools did Adam Eilert attend?
Adam Eilert attended Kansas State University.
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