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Frank Mooney, Lutcf, Mrfc, Lacp Email & Phone Number

President, CEO - I. S. I. Consulting; Master Registered Financial Consultant at Global Atlantic Financial Group
Location: Peoria, Illinois, United States 8 work roles 2 schools
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Role
President, CEO - I. S. I. Consulting; Master Registered Financial Consultant
Location
Peoria, Illinois, United States
Company size

Who is Frank Mooney, Lutcf, Mrfc, Lacp? Overview

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Quick answer

Frank Mooney, Lutcf, Mrfc, Lacp is listed as President, CEO - I. S. I. Consulting; Master Registered Financial Consultant at Global Atlantic Financial Group, a company with 1053 employees, based in Peoria, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Frank Mooney, Lutcf, Mrfc, Lacp.

Frank Mooney, Lutcf, Mrfc, Lacp previously worked as President, CEO at The I. S. I. Companies And Insurance Services, Incorporated and Investment Advisor Representative / Financial Consultant at Ameritas Investment, Company, Llc. Frank Mooney, Lutcf, Mrfc, Lacp holds ---, Psychology, Speech, Philosophy from University Of Illinois At Urbana-Champaign.

Company email context

Email format at Global Atlantic Financial Group

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Global Atlantic Financial Group

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Profile bio

About Frank Mooney, Lutcf, Mrfc, Lacp

I see myself as a financial guide - helping you through the maze of financial, insurance, retirement and estate products and their applicable uses. My position is to take the knowledge I have gleaned, make it available to you so you can make an educated decision on your financial well being.Specialties: Estate Planning, Charitable Giving, Retirement Planning, establishing a holistic financial plan.

Listed skills include Broad Base Of Financial Planning, Estate Planning, Retirement Planning, Investment Advisory, and 23 others.

Current workplace

Frank Mooney, Lutcf, Mrfc, Lacp's current company

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Global Atlantic Financial Group
Global Atlantic Financial Group
President, CEO - I. S. I. Consulting; Master Registered Financial Consultant
new york, new york, united states
Employees
1053
AeroLeads page
8 roles

Frank Mooney, Lutcf, Mrfc, Lacp work experience

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President, Ceo

Current
The I. S. I. Companies And Insurance Services, Incorporated

Peoria Heights, IL

I. S. I. Consulting and I. S. I. Marketing are two divisions of The I. S. I. Companies. The consulting practice works with clients for insurance or investment products as well as assisting other insurance agencies and planners. I have also sat on the advisory councils to Ameritas Investment Company, LLC.., United Life Insurance and various companies. The.

Aug 1984 - Present

Investment Advisor Representative / Financial Consultant

Current
Ameritas Investment, Company, Llc

Peoria Heights, IL

Securities and investment advisory services offered solely through Ameritas Investment Company, LLC. (AIC). Member FINRA/ SIPC. AIC and ISI Consulting, Insurance Services, Incorporated, The ISI Companies are not affiliated. Additional products and services may be available through Frank R. Mooney or ISI Consulting that are not offered through AIC..

Sep 1998 - Present

Premier General Agent

Current
United Life Insurance Co., Cedar Rapids, Ia

Peoria Heights, IL

As a marketing agency for United Life, we handle personal clients from our office in Peoria Heights, IL; however, we have Regional and General Agents working through our firm in IL, MO, IA and MN. We are looking for more representatives who want a great life company with SPWL specialty and guaranteed fixed annuities like their SPIA that are unbeatable.

Oct 1994 - Present

Pga -Producing General Agent

Current

Peoria, Illinois Area

Recruiting and training of life insurance agents. General client life insurance sales and services, estate planning, business planning.

Sep 2015 - Present

Ppga

Current
Athene Annuity & Life Assurance Company

Peoria Heights IL

General Insurance Agency for life and annuties. Specializing in estate and retirement planning - large case life insurance.Charitable Giving design

Sep 1984 - Present

Registered Representative

Iac Securities

Peoria, Illinois Area

Securities representative (company was sold so switched to Ameritas Investment Corp.)

Jun 1991 - Dec 1999

Registered Representative

State Bond Securities (New Ulm, Mn)

Peoria, IL

Wealth building and financial services.

Jun 1985 - Aug 1991

Branch Sales Manager

Peoria, Illinois Area

I was an agent with top honors and awards. Then became Assistant Branch Manager at Bankers Life and Casualty in Champaign from 6-76 to 8-78 where we took the office to a number 3 ranking in the nation. At Peoria, I accepted the managerial position where the office was ranked 189 of 225 nationally in 1978. By 1981 we had achieved the #1 ranking in the US..

Jun 1975 - Aug 1984
Team & coworkers

Colleagues at Global Atlantic Financial Group

Other employees you can reach at globalatlantic.com. View company contacts for 1053 employees →

2 education records

Frank Mooney, Lutcf, Mrfc, Lacp education

Associate In Science, Psychology, Philosophy, Speech

Lincoln Trail College

Activities and Societies: golf team, drama and theater

FAQ

Frequently asked questions about Frank Mooney, Lutcf, Mrfc, Lacp

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

What company does Frank Mooney, Lutcf, Mrfc, Lacp work for?

Frank Mooney, Lutcf, Mrfc, Lacp works for Global Atlantic Financial Group.

What is Frank Mooney, Lutcf, Mrfc, Lacp's role at Global Atlantic Financial Group?

Frank Mooney, Lutcf, Mrfc, Lacp is listed as President, CEO - I. S. I. Consulting; Master Registered Financial Consultant at Global Atlantic Financial Group.

Where is Frank Mooney, Lutcf, Mrfc, Lacp based?

Frank Mooney, Lutcf, Mrfc, Lacp is based in Peoria, Illinois, United States while working with Global Atlantic Financial Group.

What companies has Frank Mooney, Lutcf, Mrfc, Lacp worked for?

Frank Mooney, Lutcf, Mrfc, Lacp has worked for The I. S. I. Companies And Insurance Services, Incorporated, Ameritas Investment, Company, Llc, United Life Insurance Co., Cedar Rapids, Ia, Global Atlantic Financial Group, and Athene Annuity & Life Assurance Company.

Who are Frank Mooney, Lutcf, Mrfc, Lacp's colleagues at Global Atlantic Financial Group?

Frank Mooney, Lutcf, Mrfc, Lacp's colleagues at Global Atlantic Financial Group include Gertha S., Cathy (She/Her) Hughes, Douglas Anderson, Ayushi Desai, and Oliver M..

How can I contact Frank Mooney, Lutcf, Mrfc, Lacp?

You can use AeroLeads to view verified contact signals for Frank Mooney, Lutcf, Mrfc, Lacp at Global Atlantic Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Frank Mooney, Lutcf, Mrfc, Lacp attend?

Frank Mooney, Lutcf, Mrfc, Lacp holds ---, Psychology, Speech, Philosophy from University Of Illinois At Urbana-Champaign.

What skills is Frank Mooney, Lutcf, Mrfc, Lacp known for?

Frank Mooney, Lutcf, Mrfc, Lacp is listed with skills including Broad Base Of Financial Planning, Estate Planning, Retirement Planning, Investment Advisory, Charitable Giving, Retirement, Financial Planning, and Insurance.

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