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Bo Agan Email & Phone Number

Employer Retirement Plan Specialist - Enhancing Employer and Employee Financial Futures at Risk Strategies Company
Location: Omaha, Nebraska, United States 4 work roles 2 schools
1 work email found @ladenburg.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@ladenburg.com
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Current company
Risk Strategies Company
Role
Employer Retirement Plan Specialist - Enhancing Employer and Employee Financial Futures
Location
Omaha, Nebraska, United States

Who is Bo Agan? Overview

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Quick answer

Bo Agan is listed as Employer Retirement Plan Specialist - Enhancing Employer and Employee Financial Futures at Risk Strategies Company, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at ladenburg.com and a matched LinkedIn profile for Bo Agan.

Bo Agan previously worked as Employer Retirement Plan Specialist at Risk Strategies Company and Retirement Services Manager at Stifel Financial Corp.. Bo Agan holds Bachelor Of Arts - Ba, Psychology from The University Of Texas At Arlington.

Company email context

Email format at Risk Strategies Company

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{first_initial}{last}@ladenburg.com
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AeroLeads found 1 current-domain work email signal for Bo Agan. Compare company email patterns before reaching out.

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Profile bio

About Bo Agan

Currently I help employers and employees create more opportunities for better retirement outcomes. My team helps create value by providing ERISA expertise including customized Investment Menus, advanced plan design and employee financial wellness. I started working with employer plans in 2014 and spent most of my career working in a BD/RIA model which involved coaching advisors on how to effectively thrive with employer plans. I maintain several Retirement Plan designations along with my Series 7, 24, and 66 licenses.

Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Leadership, and 2 others.

Current workplace

Bo Agan's current company

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Risk Strategies Company
Risk Strategies Company
Employer Retirement Plan Specialist - Enhancing Employer and Employee Financial Futures
175 Water Street New York, NY 10038
Website
risk-strategies.com
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Company profile
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4 roles

Bo Agan work experience

A career timeline built from the work history available for this profile.

Avp Employer Plan Consulting For Advisor Group

Advisor Group

Phoenix, Arizona, Us

Aug 2015 - Mar 2022

Investment Consultant

Td Ameritrade

Omaha, Ne, Us

Apr 2007 - 2015
Team & coworkers

Colleagues at Risk Strategies Company

Other employees you can reach at risk-strategies.com. View company contacts →

JK Jill Knox Jill Knox Colleague at Risk Strategies CompanyLiberty, New York, United States View → CC Christina Capobianco, Csp, Ohst Christina Capobianco, Csp, Ohst Colleague at Risk Strategies CompanyBoise, Idaho, United States View → LP Larhonda Perkins Larhonda Perkins Colleague at Risk Strategies CompanyArlington, Texas, United States View → WL Will Lockwood Will Lockwood Colleague at Risk Strategies CompanySanta Rosa, California, United States View → DN Drew Niles, Cic Drew Niles, Cic Colleague at Risk Strategies CompanyGreater Boston, United States View → AR Ava Richman Acsr, Cpria Ava Richman Acsr, Cpria Colleague at Risk Strategies CompanyHollywood, Florida, United States View → AB Angela Bolton Angela Bolton Colleague at Risk Strategies CompanyGarden City, Michigan, United States View → SS Shane Sparks Shane Sparks Colleague at Risk Strategies CompanyEast Haven, Connecticut, United States View → MK Matt Karaffa Matt Karaffa Colleague at Risk Strategies CompanyBowling Green, Ohio, United States View → HD Helen Diz-Hatton Helen Diz-Hatton Colleague at Risk Strategies CompanyNew York City Metropolitan Area, United States View →
2 education records

Bo Agan education

Bachelor Of Arts - Ba, Psychology

The University Of Texas At Arlington

Master Of Business Administration - Mba

Bellevue University
FAQ

Frequently asked questions about Bo Agan

Quick answers generated from the profile data available on this page.

What company does Bo Agan work for?

Bo Agan works for Risk Strategies Company.

What is Bo Agan's role at Risk Strategies Company?

Bo Agan is listed as Employer Retirement Plan Specialist - Enhancing Employer and Employee Financial Futures at Risk Strategies Company.

What is Bo Agan's email address?

AeroLeads has found 1 work email signal at @ladenburg.com for Bo Agan at Risk Strategies Company.

Where is Bo Agan based?

Bo Agan is based in Omaha, Nebraska, United States while working with Risk Strategies Company.

What companies has Bo Agan worked for?

Bo Agan has worked for Risk Strategies Company, Stifel Financial Corp., Advisor Group, and Td Ameritrade.

Who are Bo Agan's colleagues at Risk Strategies Company?

Bo Agan's colleagues at Risk Strategies Company include Jill Knox, Christina Capobianco, Csp, Ohst, Larhonda Perkins, Will Lockwood, and Drew Niles, Cic.

How can I contact Bo Agan?

You can use AeroLeads to view verified contact signals for Bo Agan at Risk Strategies Company, including work email, phone, and LinkedIn data when available.

What schools did Bo Agan attend?

Bo Agan holds Bachelor Of Arts - Ba, Psychology from The University Of Texas At Arlington.

What skills is Bo Agan known for?

Bo Agan is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, and Sales.

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