Alison Yoder Email & Phone Number

Golden, Co

We serve our clients in service, financial planning, and wealth management. As a Wealth Management Coordinator, I am the main point of contact for our clients. I help our clients with cash needs, beneficiary updates, meeting Required Minimum Distribution requirements, and any other financial question along the way. I work closely with the advisor to update and keep the financial plan accurate and up to date.

Littleton, Co

I have 14 years of progressive experience in the financial services industry. I will be in the office overseeing all of the day to day activities of the 401(k) plans. I will be coordinating regular reviews, taking phone calls from Plan Sponsors and participants, and helping determine suitability and choose appropriate investments for participants. I can help with benchmarking your retirement plan and assist with conversion if necessary.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research and Centennial Capital Partners are not affiliated.

Denver, Co

Worked directly with the Director of Retirement Plan Services, assisting in every aspect • Utilized fi360 to compile Fiduciary Investment Reviews for Trustee meetings • Conducted one-on-one meetings with participants to discuss their goals and risk tolerance and developed an appropriate portfolio • Developed strong relationships with Recordkeepers, Client Relationship Managers, and Plan Sponsors • Assisted in the whole RFP process all the way through conversion

Financial services company; provides comprehensive financial planning, investments, life insurance, annuities, and long-term care.; Built and serviced my own book of clientele. Extracted data from client questionnaire to build comprehensive financial plans. Supported a senior financial advisor with setting appointments, preparing all necessary paperwork and preparing the meeting materials, including investment hypothetical, insurance re-projection. Serviced a SIMPLE IRA plan for a small company. Managed all compliance matters. Processed trades in a timely manner. Coordinated seminars and client appreciation events.Selected Achievements:Earned the CFP® mark in March 2008. Earned the Series 66 license.Ensured the quality and timely response to client questions and trade requests.

Financial services company; provided comprehensive financial planning, investments, life insurance, annuities, and long-term care. ParaplannerAssisted a senior advisor in client services, financial plan implementation, and administration. In charge of setting client appointments. Delivered appointment summary. Processed trades for clients. Processed all paperwork to home office. Managed incoming and outgoing mail logs. Coordinated client appreciation events.

Financial Services Company; provided retirement, college, and life insurance needs analysis. Offered mutual funds, life insurance, and annuities.; Developed and serviced a client base. Prospected for clients through the 403(b) market. Mentored and trained new representatives. Assisted two Senior Representatives with client service and administration.

Finance, General

Bachelor Of Science, Finance

Education record