Christian Binger, Cfp®, Mba Email and Phone Number
Serving Business Owners, Executives and Pre-Retirees to Build & Sustain Wealth | Director of Financial Planning and Wealth Advisor at Embark Financial Partners | at
@
Embark Financial Partners
Christian Binger, Cfp®, Mba's Location
Overland Park, Kansas, United States, United States
Christian Binger, Cfp®, Mba's Contact Details
Christian Binger, Cfp®, Mba work email
- Valid
- Valid
Christian Binger, Cfp®, Mba personal email
n/a
Christian Binger, Cfp®, Mba phone numbers
About Christian Binger, Cfp®, Mba
I am a Financial Planner who loves partnering with individuals and businesses to build strategies that pursues their financial and related life goals at any stage.Specialties: Tax Planning | Retirement Plans | Equity CompensationSecurities Licensed and Brokerage Services Professional.
Christian Binger, Cfp®, Mba's Current Company Details
Embark Financial Partners
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Serving Business Owners, Executives and Pre-Retirees to Build & Sustain Wealth | Director of Financial Planning and Wealth Advisor at Embark Financial Partners |
Christian Binger, Cfp®, Mba Work Experience Details
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Wealth AdvisorEmbark Financial Partners Jul 2021 - PresentMuskegon, Michigan, UsAt Embark Financial Partners, I lead the financial planning department and coordinate with our clients and advisors on a comprehensive financial planning experience. A comprehensive planning experience that adheres to the CFP Board's 7 steps and delivers six core values: Organization, Vision, Measure Risk, Seize Opportunities, Enhance Aptitude, and Take Action. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Series 6, 7, and 66 held with LPL.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Financial Planning ConsultantWaddell & Reed May 2020 - Oct 2021Shawnee Mission, Ks, UsIn my role as Financial Planning Consultant, my responsibilities to elevate the Waddell & Reed Financial Planning department included: - Conducted financial plan case reviews with Waddell and Reed advisors- Promoted Financial Planning to increase financial plan revenue in a financial advisor's practice- Assisted in development of comprehensive financial plans for Waddell and Reed clients- Partnered with San Diego advisor office in generation of 25 customized financial plans- Educated Waddell and Reed advisors on features, techniques, and navigation of eMoney Advisor- Consulted on various planning strategies advisors utilize with their clients- Presented quarterly updates to eMoney Advisor to regional markets- Adhered to CFP Board's 7 step financial plan process -
Brokerage Advisor Services RepresentativeWaddell & Reed May 2019 - May 2020Shawnee Mission, Ks, UsIn my role as Brokerage Advisor Services Representative, my responsibilities to elevate Brokerage Services department success include: - Lead team-wide advisor feedback project to drive policy and process improvements for Waddell and Reed advisors- Provide insight on various procedures for multiple investment advisory, brokerage, and annuity products- Leverage NetX 360, Envestnet, and Docupace technology to supply knowledge to Waddell and Reed advisor offices and customers- Research and solve complex advisor inquiries such as cost basis, account transfers, and estate cases- Attain top performance marks in availability, adherence, and quality- Process asset movements, withdrawals, deposits, and service requests- Coordinate and consult with Brokerage Operations and FAD OSJ departments for advisor and client resolutions
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Advisor Services RepresentativeWaddell & Reed Mar 2019 - May 2019Shawnee Mission, Ks, UsAs an Advisor Services Representative, my responsibilities involved the following: - Executed mutual fund trades on behalf of Waddell and Reed and Ivy Investments advisors and shareholders- Created adjustments for mutual fund trades processed incorrectly- Supplied direction and education on Ivy Direct-to-Fund investment advisory and non-advisory procedures- Updated financial and non-financial account information- Utilized Docupace and Envestnet to provide efficient workflow solutions- Disclosed Ivy Funds capital gains and dividend distributions ex-dates and values- Collaborated with department leadership with the orienting of new team members
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Shareholder Services RepresentativeWaddell & Reed Aug 2018 - Mar 2019Shawnee Mission, Ks, UsAs a Shareholder Services Representative, my responsibilities involved the following: - Executed mutual fund trades on behalf of Ivy Investments advisors and shareholders- Created adjustments for mutual fund trades processed incorrectly- Supplied direction and education on Ivy Direct-to-Fund investment advisory and non-advisory procedures- Updated financial and non-financial account information- Utilized Docupace and Envestnet to provide efficient workflow solutions- Disclosed Ivy Funds capital gains and dividend distributions ex-dates and values- Collaborated with department leadership with the orienting of new team members
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Interim Director Of Athletics Media RelationsSouthwest Baptist University Nov 2017 - May 2018Bolivar, Mo, UsAs the Interim Director of Athletics Media Relations, I was privileged to work under the Director of Athletics and be responsible for all communication and disseminating information pertained to Southwest Baptist Athletics. Some of responsibilities/accomplishments included: - Compiled, analyzed, and reported teams statistics for both home and visiting teams in 16 sports- Organized and presented statistics for official awards presentations, NCAA records, and media stories - Led the SBU Athletics Communications department by coordinating staff media support for all events- Disseminated information to coaches, visiting schools, media, and other key stakeholders- Managed a $30,000 departmental communications budget- Wrote and posted all content on SBU Athletics website and social media outlets using Google and website analytics- Produced comprehensive media guides for 3 athletic programs- Prepared two game notes packets a week and over 300 news releases for SBU Athletics Staff and outside media- Organized SBU Athletics photos and video clips for proper distribution- Controlled the design and sharing of the SBU Athletics logo to promote consistent branding -
Athletic Operations Graduate AssistantSouthwest Baptist University Aug 2016 - Nov 2017Bolivar, Mo, UsAt Southwest Baptist University, I was privileged to work directly under SBU's Assistant Athletics Director. Some of my responsibilities/accomplishments included:- Grew concessions profit margin by all-time record of 21.35% in 2016-17 fiscal year-Analyzed and tracked over $100,000 of revenue and cost budgets for SBU Athletics and its 16 teams-Implemented a mobile credit card system for tickets and concessions sales at athletic events-Led a staff of 10-12 game operations student workers year-round-Allocated monthly employee expense statements for all of SBU Athletics' staff and coaches-Approved and wrote purchase requests-Served as SBU's Student Athlete Advisory Committee (SAAC) liaison to the NCAA and MIAA- Planned and coordinated SAAC community service events- Organized SAAC partnership and fundraisers for Make-A-Wish Missouri- Administered and coordinated game operations for SBU Volleyball and SBU Basketball- Assisted in the planning and execution of on-court promotions involving SBU's corporate sponsors at all men's and women's basketball games- Helped create marketing strategies with administration to increase awareness and attendance for SBU home football games- Assisted with facility setup for home football and basketball games
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Financial Research InternMadison Global Holdings, Inc. May 2017 - Jul 2017- Performed 30 stock screenings a week on numerous firms within the 11 S&P 500 sectors- Utilized key market factors and financial ratios to provide liquidity, leverage, efficiency, and profitability analysis- Created two SWOT analyses for potential commercial estate acquisitions
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Equipment Operations InternUniversity Of Kansas Athletics May 2016 - Jul 2016Lawrence, Ks, UsAt the University of Kansas, I was privileged to work under Kansas Athletics' Assistant Athletics Director for Equipment Services, under which I performed the following duties:- Sold and marketed Adidas football cleats on behalf of Adidas representatives- Helped innovate more efficient solutions to monitoring and managing inventory- Escorted and hosted visitors traveling on official business to and from the University of Kansas- Received and distributed items for all of Kansas Athletics-Assisted in the management of the entire Kansas Athletics vehicle fleet -
Head Baseball CoachKc Elite Athletics May 2016 - Jul 2016Lees Summit, Mo, Us-Head coached a 16U traveling team in summer tournaments-Planned and created practice schedules-Organized tournament information for players and parents-Led team to a 25-10 season record -
Student Intern- Game ManagementSouthwest Baptist University Sep 2015 - Dec 2015Bolivar, Mo, Us-Assisted in the setup and cleanup of the football field, basketball court, and volleyball court before and after games-Operated the live streaming of college basketball games at Southwest Baptist University-Executed the playing of music during basketball and volleyball games using Sports Sound Pro software-Supervised high school baseball games on campus-Created and organized in-game promotions for both football and basketball
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Database And Marketing Associate/Youth Baseball InstructorStrike Zone May 2014 - Aug 2014Omaha, Nebraska, Us-Organized and inputted information into member database -Cold called prospective customers about youth baseball camps-Carried out the setting up and running of youth baseball camps-Taught kids basic baseball fundamentals -
Assistant Baseball Coach And InstructorKc Elite Athletics May 2013 - Aug 2013Lees Summit, Mo, Us-Head coached a 14-year old baseball team in summer tournaments-Planned and created practice and game day schedules-Helped young baseball players improve their skills through private lessons
Christian Binger, Cfp®, Mba Skills
Leadership
Customer Service
Strategic Planning
Time Management
Event Planning
Networking
Coaching
Social Media
Microsoft Office
Management
Team Building
Microsoft Excel
Powerpoint
Microsoft Word
Public Speaking
Research
Teamwork
Analytical Skills
Financial Analysis
Business Analysis
Christian Binger, Cfp®, Mba Education Details
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Southwest Baptist UniversityMaster Of Business Administration (Mba) -
Southwest Baptist UniversitySport Management
Frequently Asked Questions about Christian Binger, Cfp®, Mba
What company does Christian Binger, Cfp®, Mba work for?
Christian Binger, Cfp®, Mba works for Embark Financial Partners
What is Christian Binger, Cfp®, Mba's role at the current company?
Christian Binger, Cfp®, Mba's current role is Serving Business Owners, Executives and Pre-Retirees to Build & Sustain Wealth | Director of Financial Planning and Wealth Advisor at Embark Financial Partners |.
What is Christian Binger, Cfp®, Mba's email address?
Christian Binger, Cfp®, Mba's email address is cb****@****niv.edu
What is Christian Binger, Cfp®, Mba's direct phone number?
Christian Binger, Cfp®, Mba's direct phone number is +141732*****
What schools did Christian Binger, Cfp®, Mba attend?
Christian Binger, Cfp®, Mba attended Southwest Baptist University, Southwest Baptist University.
What skills is Christian Binger, Cfp®, Mba known for?
Christian Binger, Cfp®, Mba has skills like Leadership, Customer Service, Strategic Planning, Time Management, Event Planning, Networking, Coaching, Social Media, Microsoft Office, Management, Team Building, Microsoft Excel.
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