AeroLeads people directory · profile

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 May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@ladenburg.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
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

A concise factual answer block for searchers comparing this professional profile.

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

This section adds company-level context without repeating Bo Agan's masked contact details.

{first_initial}{last}@ladenburg.com
86% confidence

AeroLeads found 1 current-domain work email signal for Bo Agan. Compare company email patterns before reaching out.

View email format View company profile Management contacts
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

Company context helps verify the profile and gives searchers a useful next step.

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
AeroLeads page
Company profile
View company profile Email format
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 →

FC Fred Cannon Fred Cannon Colleague at Risk Strategies Company Roseville, California, United States, United States View → MD Michael Desenfants Michael Desenfants Colleague at Risk Strategies Company Elgin, Illinois, United States, United States View → LP Larhonda Perkins Larhonda Perkins Colleague at Risk Strategies Company Arlington, Texas, United States, United States View → RF Rylie Frederick Rylie Frederick Colleague at Risk Strategies Company Chicago, Illinois, United States, United States View → TO Tammy Oliver Tammy Oliver Colleague at Risk Strategies Company Dayton, Ohio, United States, United States View → AB Anne Baumeister Anne Baumeister Colleague at Risk Strategies Company Los Angeles, California, United States, United States View → CW Cristobal Wong Cristobal Wong Colleague at Risk Strategies Company Charlotte, North Carolina, United States, United States View → MM Meghan Mcgarry, Acsr, Sbcs, Cris Meghan Mcgarry, Acsr, Sbcs, Cris Colleague at Risk Strategies Company Albany, New York, United States, United States View → BR Bailee Rasmussen Bailee Rasmussen Colleague at Risk Strategies Company Tampa, Florida, United States, United States View → AH Amanda Herrick Amanda Herrick Colleague at Risk Strategies Company Baytown, Texas, United States, 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 Fred Cannon, Michael Desenfants, Larhonda Perkins, Rylie Frederick, and Tammy Oliver.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.