Retirement Income Planning Specialist
Self-Employed
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Bart Newman Email & Phone Number
Retirement Income Planning Specialist
at
Self-employed
1 work email found
@juno.com
4 phones found area 847
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Self-employed
Role
Retirement Income Planning Specialist
Location
Greater Chicago Area, United States, United States
Who is Bart Newman? Overview
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Quick answer
Bart Newman is listed as Retirement Income Planning Specialist at Self-employed, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at juno.com, phone signal with area code 847, and a matched LinkedIn profile for Bart Newman.
Bart Newman previously worked as Financial Services Professional at Bart Newman Financial and Derivatives Trader at Smw Trading Company, Inc.. Bart Newman holds Bachelor Of Arts (B.A.), Economics from Yale University.
Company email context
Email format at Self-employed
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*@juno.com
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AeroLeads found 1 current-domain work email signal for Bart Newman. Compare company email patterns before reaching out.
Profile bio
About Bart Newman
I am a licensed Investment Advisor Representative* with 30 years of experience in the financial industry. Since 2004, I have focused on working with pre-retirees and retirees to create a retirement income roadmap. My clients and I work together to preserve and grow their assets, maximize their retirement income, and protect their wealth. As an independent financial advisor, I help my clients retain control over their retirement and their finances by providing solutions to some of your biggest retirement hurdles through my unique planning process.Have you found yourself having these feelings:❌Worried about outliving your wealth before you even have a chance to enjoy it? ❌Stressed out over taxes?❌Confused about the best way to leave your legacy for all your loved ones?Perhaps you never had the chance to find a trusted authority in the Financial Planning space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.Well, I’m very proud to say that thanks to the expertise and work done as an independent financial advisor, I can help you with things like:✔ Unique income planning strategies to help grow your wealth without risk.✔ Tax Planning that will help maximize your return every year.✔ A retirement strategy that will leave you feeling less confused, happy, and confident before and during your golden yearsTo learn more about how I can help you reach business stability, please shoot me a direct message through LinkedIn or use the contact information below:Link to my calendar to set up a phone appointment: https://calendar.app.google/hKvo358dEPQF4A7D9*Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Bart Newman Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Listed skills include Wealth Management, 401K Rollovers, Fiduciary, Marketing, and 14 others.
Current workplace
Bart Newman's current company
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Self-Employed
4 roles
Bart Newman work experience
A career timeline built from the work history available for this profile.
Financial Services Professional
Current
Bart Newman Financial
➤ WHAT WE DO:A first step you can take to increase financial confidence is to minimize the risk of loss. Retirement is not the stage of your life when you should be concerned about volatility of the markets. Investment planners are often focused on financial growth. If you are ready to change your strategy to wealth preservation and greater confidence in.
May 2004 - Present
Derivatives Trader
Smw Trading Company, Inc.
May 1995 - May 2004
Commercial Loan Officer
American National Bank
May 1993 - May 1995
2 education records
Bart Newman education
Bachelor Of Arts (B.A.), Economics
Yale University
Education record
Mount Carmel High School
FAQ
Frequently asked questions about Bart Newman
Quick answers generated from the profile data available on this page.
What company does Bart Newman work for?
Bart Newman works for Self-employed.
What is Bart Newman's role at Self-employed?
Bart Newman is listed as Retirement Income Planning Specialist at Self-employed.
What is Bart Newman's email address?
AeroLeads has found 1 work email signal at @juno.com for Bart Newman at Self-employed.
What is Bart Newman's phone number?
AeroLeads has found 4 phone signal(s) with area code 847 for Bart Newman at Self-employed.
Where is Bart Newman based?
Bart Newman is based in Greater Chicago Area, United States, United States while working with Self-employed.
What companies has Bart Newman worked for?
Bart Newman has worked for Self-Employed, Bart Newman Financial, Smw Trading Company, Inc., and American National Bank.
How can I contact Bart Newman?
You can use AeroLeads to view verified contact signals for Bart Newman at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Bart Newman attend?
Bart Newman holds Bachelor Of Arts (B.A.), Economics from Yale University.
What skills is Bart Newman known for?
Bart Newman is listed with skills including Wealth Management, 401K Rollovers, Fiduciary, Marketing, Wealth Accumulation, Asset Management, Fixed Annuities, and Series 65.
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