Emily Knowles Codr, Aif®

Emily Knowles Codr, Aif® Email and Phone Number

Director of Client Services Retirement Plans and Foundations @ WealthPlan Group
Omaha, NE, US
Emily Knowles Codr, Aif®'s Location
Omaha Metropolitan Area, United States, United States
Emily Knowles Codr, Aif®'s Contact Details

Emily Knowles Codr, Aif® personal email

About Emily Knowles Codr, Aif®

Emily Knowles Codr, Aif® is a Director of Client Services Retirement Plans and Foundations at WealthPlan Group. She possess expertise in retirement planning, mutual funds, employee benefits, insurance, financial services and 4 more skills.

Emily Knowles Codr, Aif®'s Current Company Details
WealthPlan Group

Wealthplan Group

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Director of Client Services Retirement Plans and Foundations
Omaha, NE, US
Website:
wealthplan.group
Employees:
23
Emily Knowles Codr, Aif® Work Experience Details
  • Wealthplan Group
    Director Of Client Services Retirement Plans And Foundations
    Wealthplan Group
    Omaha, Ne, Us
    View
  • Wealthplan Group
    Director Of Client Services Retirement Plans & Foundations
    Wealthplan Group Jan 2021 - Present
    Omaha, Nebraska, Us
    Advisory services offered through WealthPlan Group, a DBA for WealthPlan Investment Management, a subsidiary Registered Investment Advisor of WealthPlan Group, LLC. WealthPlan Group, LLC is not a registered investment advisor, but is the holding company for WealthPlan Investment Management, LLC.
    View
  • Feltz Wealthplan
    Director Of Client Services
    Feltz Wealthplan Sep 2010 - Present
    Omaha, Nebraska, Us
    View
  • Feltz Wealthplan
    Key Account Executive, Retirement Plans/Foundations, Auto Educate™ Manager
    Feltz Wealthplan Sep 2010 - Present
    Omaha, Nebraska, Us
    View
  • Cbiz
    Cbiz
    Cbiz Nov 2001 - Jan 2010
    Cleveland, Oh, Us
    View

Emily Knowles Codr, Aif® Skills

Retirement Planning Mutual Funds Employee Benefits Insurance Financial Services Management 401k 401 Retirement Savings Plans Leadership

Emily Knowles Codr, Aif® Education Details

  • The University Of Kansas
    The University Of Kansas
    Bachelor'S Degree
  • Duchesne Academy Of The Sacred Heart
    Duchesne Academy Of The Sacred Heart

Frequently Asked Questions about Emily Knowles Codr, Aif®

What company does Emily Knowles Codr, Aif® work for?

Emily Knowles Codr, Aif® works for Wealthplan Group

What is Emily Knowles Codr, Aif®'s role at the current company?

Emily Knowles Codr, Aif®'s current role is Director of Client Services Retirement Plans and Foundations.

What is Emily Knowles Codr, Aif®'s email address?

Emily Knowles Codr, Aif®'s email address is em****@****hoo.com

What schools did Emily Knowles Codr, Aif® attend?

Emily Knowles Codr, Aif® attended The University Of Kansas, Duchesne Academy Of The Sacred Heart.

What skills is Emily Knowles Codr, Aif® known for?

Emily Knowles Codr, Aif® has skills like Retirement Planning, Mutual Funds, Employee Benefits, Insurance, Financial Services, Management, 401k, 401 Retirement Savings Plans, Leadership.

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