Client Services Manager
Current
Jrs Financial, Llc
Sep 2019 - Present
AeroLeads people directory · profile
Ben Bartels Email & Phone Number
Client Services Manager at JRS Financial, LLC
at
JRS Financial, LLC
1 work email found
@jrfin.com
2 phones found area 414
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
JRS Financial, LLC
Role
Client Services Manager at JRS Financial, LLC
Location
Franklin, Wisconsin, United States
Who is Ben Bartels? Overview
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Quick answer
Ben Bartels is listed as Client Services Manager at JRS Financial, LLC at JRS Financial, LLC, based in Franklin, Wisconsin, United States. AeroLeads shows a work email signal at jrfin.com, phone signal with area code 414, and a matched LinkedIn profile for Ben Bartels.
Ben Bartels previously worked as Client Services Manager at Jrs Financial, Llc and Paraplanner at Financial Solutions Group Wealth & Risk Management Services, Llc. Ben Bartels holds Bachelor Of Science In Personal Finance from University Of Wisconsin-Madison.
Company email context
Email format at JRS Financial, LLC
This section adds company-level context without repeating Ben Bartels's masked contact details.
{first}@jrfin.com
86% confidence
AeroLeads found 1 current-domain work email signal for Ben Bartels. Compare company email patterns before reaching out.
Profile bio
About Ben Bartels
Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10401 Innovation Drive, Suite 125, Wauwatosa WI 53226
Current workplace
Ben Bartels's current company
Company context helps verify the profile and gives searchers a useful next step.
Jrs Financial, Llc
4 roles
Ben Bartels work experience
A career timeline built from the work history available for this profile.
Paraplanner
Financial Solutions Group Wealth & Risk Management Services, Llc
Nov 2017 - Aug 2019
Paraplanner
Mar 2016 - Sep 2017
Financial Planning Intern
Jun 2016 - Aug 2017
2 education records
Ben Bartels education
Bachelor Of Science In Personal Finance
General Studies
FAQ
Frequently asked questions about Ben Bartels
Quick answers generated from the profile data available on this page.
What company does Ben Bartels work for?
Ben Bartels works for JRS Financial, LLC.
What is Ben Bartels's role at JRS Financial, LLC?
Ben Bartels is listed as Client Services Manager at JRS Financial, LLC at JRS Financial, LLC.
What is Ben Bartels's email address?
AeroLeads has found 1 work email signal at @jrfin.com for Ben Bartels at JRS Financial, LLC.
What is Ben Bartels's phone number?
AeroLeads has found 2 phone signal(s) with area code 414 for Ben Bartels at JRS Financial, LLC.
Where is Ben Bartels based?
Ben Bartels is based in Franklin, Wisconsin, United States while working with JRS Financial, LLC.
What companies has Ben Bartels worked for?
Ben Bartels has worked for Jrs Financial, Llc, Financial Solutions Group Wealth & Risk Management Services, Llc, Massmutual, and Triumph Wealth Management, Llc.
How can I contact Ben Bartels?
You can use AeroLeads to view verified contact signals for Ben Bartels at JRS Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Ben Bartels attend?
Ben Bartels holds Bachelor Of Science In Personal Finance from University Of Wisconsin-Madison.
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