Cory Schroeder Cfp®, Mba, M.S. Email & Phone Number
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Cory Schroeder Cfp®, Mba, M.S. is listed as Growth Development Director at Northwestern Mutual, a with 37473 employees, based in Cheyenne, Wyoming, United States. AeroLeads shows a matched LinkedIn profile for Cory Schroeder Cfp®, Mba, M.S..
Cory Schroeder Cfp®, Mba, M.S. previously worked as Founder and Wealth Management Advisor at Bison Wealth Management and Wealth Management Advisor at Northwestern Mutual. Cory Schroeder Cfp®, Mba, M.S. holds Master Of Science - Ms, Finance, General from University Of Wyoming.
Email format at Northwestern Mutual
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About Cory Schroeder Cfp®, Mba, M.S.
As a Wealth Management Advisor and Partner for Bison Wealth Management (A Northwestern Mutual Wealth Management Firm), I help all who seek to mitigate taxes, want financial independence, and prepare for wealth transfer. Every client has a different path to accomplishing their goals and we provide comprehensive unique financial plans and walk with you on your journey. We also recognize that planning is not enough; you must take action. We are here to help you take the appropriate action, continuously evaluate your path, and adjust it as needed over time. I graduated with my Bachelors in Business, Masters of Business Administration, and Masters of Science in Finance degree from the University of Wyoming. I have owned over a dozen small businesses and worked as the Staff Accountant for the Wyoming Military Department.I have a successful military career with 16 years of service and two tours to Kuwait/Iraq and Afghanistan. I am a Staff Sergeant serving in the Wyoming Army National Guard as an instructor for the Regimental Training Institute in Guernsey Wyoming. Extremely motivated, organized, and capable of a large workload. Great problem-solving skills, critical thinking skills, and attention to detail. Always searching for new start-ups and opportunities.Graduated from the University of Wyoming in May 2020 (M.S. in Finance)Working on Accounting Graduate Certificate from Harvard University Extension School (2019)Completed DOD Financial Management Certificate, Level 3 (2019)Graduated from the University of Wyoming in Dec 2018 (MBA)Completed Bloomberg Market Concepts Certificate (2018)Graduated from the University of Wyoming in May 2015 (BS in Business Admin). Please get in touch with me for new opportunities. I can be reached at cory.schroeder@nm.com.
Cory Schroeder Cfp®, Mba, M.S.'s current company
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Cory Schroeder Cfp®, Mba, M.S. work experience
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Founder And Wealth Management Advisor
CurrentBison Wealth Management is a comprehensive wealth management and financial planning firm that offers the following:- Fee-Based Financial Planning (completely comprehensive and fiduciary plan)- Free Financial Analysis - Investment and Wealth Management - Risk Management (Life, DI, LTC, Annuity)
Wealth Management Advisor
CurrentAs a Wealth Management Advisor I help clients navigate the complex world of comprehensive financial planning. We take a holistic approach looking at aspects of your life like property casualty insurance, risk management, investment advice, and tax strategy. I provide Fee-Based financial planning and fiduciary advice.
Growth Development Director
CurrentI actively recruit, teach, and mentor numerous new Financial Reps in the Northwestern System. We teach a holistic comprehensive financial planning model approach to our clients that is goal based and p0lan driven. I am a part of the Wyoming and Northern Colorado district leadership team.
Financial Advisor
Owner and Founder of Bison Wealth Management.Series 7, 63 LicensedVariable, Life, and Health Licensed
College Unit Director
I actively recruit, teach, and mentor numerous college interns becoming College Financial Representatives in a top 25 nationwide internship program. I am a part of the Wyoming and Northern Colorado district leadership team.
Squad Leader, Staff Sergeant (E-6)
Current- 13F - Fire Support Specialist (Primary MOS)- 13M - High Mobility Artillery Rocket System Operator- 213th Regional Training Institute - HHB 115th Field Artillery Brigade (Rear)
Paralegal, Staff Sergeant
Duties:o Paralegal support to unit commanders and the Office of the Staff Judge Advocateo Provide legal documents in courts-martial, Article 15 actions, and other military justice matterso Review line of duty determinations, AR 15-6 investigations, separation board proceedings, and other administrative law matterso Assistance in family law such as powers of attorney, wills, and separation decreesSkills: o Legal terminology and research techniqueso Preparation of legal documentso Army judicial processo Interviewing witnesseso Ability to supervise those in a commando Provide technical guidance to subordinateso Maintain law/administrative library o Monitor and review actions for accuracy
Financial Representative
Our approach can help you with retirement planning, college savings, estate planning, business services, insurance needs, investment services, private client services, and long-term care needs. We put our clients needs first and continue to have the highest financial strength in the industry. A++, AAA, Aaa, and AA+ rated by the four primary rating agencies.
Staff Accountant
Located in the United States Property and Fiscal Office (USPFO). Perform detailed reviews and analysis of established procedures and ensure that the administration and operation of financial control systems (to include budget, accounting, payroll, accounts payable, and travel) are in compliance with established statutory requirements, regulations, directives, and policies.
Co-Owner
Bud's Bar is the only neighborhood bar in the town of Laramie, WY. Located in West Laramie away from downtown and other college bars. Cozy atmosphere, friendly service, and great priced drinks await your arrival.
Business Owner
Student
o Major - B.S. Business Administration o Minor - Financeo Minor - Entrepreneurshipo Involved in many organizations and groups on campus
Substitute Teacher
o Taught all subjects at all levels K-12o Was highly requested by teacherso Great rapport with students at all levelso Substitute taught at all schools in Campbell County
Salesman
o Traveling Satellite Television Salesmano Serviced all of Wyomingo Sold Dish Network and Direct TV contracts to potential customerso Door to Door Salesmano Advertised to the public about both products
Laborer
o Laborero Built ranch/buffalo fence in increments of 1/4 mile distanceso Constructed over 200 miles of fence line on ranch land, coal mines, and oil locationso Operated machinery - John Deere farm tractor, Skidsteer, and Excavatoro Was MSHA certified
Afghan Prosecution Liaison Paralegal Specialist
o Operation Enduring Freedomo Detention Facility in Parwan (DFIP)o Assisted the Detention Operation mission which was in charge of the detention of over 1600 high profile prisoners of war.
Colleagues at Northwestern Mutual
Other employees you can reach at northwesternmutual.com. View company contacts for 37473 employees →
Lyle Maryniak
Colleague at Northwestern MutualMilwaukee, Wisconsin, United States
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Jessie Mckissick
Colleague at Northwestern MutualSaltillo, Mississippi, United States
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Haylee Mccloud
Colleague at Northwestern MutualCollege Station, Texas, United States
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Donald K. Kirk Clu, Chfc
Colleague at Northwestern MutualPittsfield, Illinois, United States
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Robert Denhartog
Colleague at Northwestern MutualDallas County, Iowa, United States
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Bryant Boudreaux
Colleague at Northwestern MutualUnited States
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Domingo Ocampo
Colleague at Northwestern MutualFort Worth, Texas, United States
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Mateo Adams
Colleague at Northwestern MutualSan Diego, California, United States
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Tim Miller
Colleague at Northwestern MutualBallwin, Missouri, United States
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Jack Stephenson
Colleague at Northwestern MutualSheboygan, Wisconsin, United States
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Cory Schroeder Cfp®, Mba, M.S. education
Master Of Science - Ms, Finance, General
Master Of Business Administration - Mba, Finance, General
Mba Energy Concentration, Energy And Natural Resources
Bachelor'S Of Science (B.S.), Business Administration
Accounting Graduate Certificate, Accounting
Private Pilot License, Aviation
High School Diploma, General
Frequently asked questions about Cory Schroeder Cfp®, Mba, M.S.
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What company does Cory Schroeder Cfp®, Mba, M.S. work for?
Cory Schroeder Cfp®, Mba, M.S. works for Northwestern Mutual.
What is Cory Schroeder Cfp®, Mba, M.S.'s role at Northwestern Mutual?
Cory Schroeder Cfp®, Mba, M.S. is listed as Growth Development Director at Northwestern Mutual.
Where is Cory Schroeder Cfp®, Mba, M.S. based?
Cory Schroeder Cfp®, Mba, M.S. is based in Cheyenne, Wyoming, United States while working with Northwestern Mutual.
What companies has Cory Schroeder Cfp®, Mba, M.S. worked for?
Cory Schroeder Cfp®, Mba, M.S. has worked for Northwestern Mutual, Bison Wealth Management, Wyoming Army National Guard, Military, Wyoming Department Of, and Buds Bar.
Who are Cory Schroeder Cfp®, Mba, M.S.'s colleagues at Northwestern Mutual?
Cory Schroeder Cfp®, Mba, M.S.'s colleagues at Northwestern Mutual include Lyle Maryniak, Jessie Mckissick, Haylee Mccloud, Donald K. Kirk Clu, Chfc, and Robert Denhartog.
How can I contact Cory Schroeder Cfp®, Mba, M.S.?
You can use AeroLeads to view verified contact signals for Cory Schroeder Cfp®, Mba, M.S. at Northwestern Mutual, including work email, phone, and LinkedIn data when available.
What schools did Cory Schroeder Cfp®, Mba, M.S. attend?
Cory Schroeder Cfp®, Mba, M.S. holds Master Of Science - Ms, Finance, General from University Of Wyoming.
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