Jack Zeihen
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Jack Zeihen Email & Phone Number

Financial Planning Associate & Investment Analyst at Avaii Wealth Management at West Bend Insurance Company
Location: Appleton-Oshkosh-Neenah Area, United States, United States 4 work roles 1 school
1 work email found @aegisfinancialplanners.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@aegisfinancialplanners.com
LinkedIn Profile matched
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Current company
Role
Financial Planning Associate & Investment Analyst at Avaii Wealth Management
Location
Appleton-Oshkosh-Neenah Area, United States, United States
Company size

Who is Jack Zeihen? Overview

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Quick answer

Jack Zeihen is listed as Financial Planning Associate & Investment Analyst at Avaii Wealth Management at West Bend Insurance Company, a company with 1527 employees, based in Appleton-Oshkosh-Neenah Area, United States, United States. AeroLeads shows a work email signal at aegisfinancialplanners.com and a matched LinkedIn profile for Jack Zeihen.

Jack Zeihen previously worked as Financial Planning Associate & Investment Analyst at Avaii Wealth Management and Financial Planning Intern at Avaii Wealth Management. Jack Zeihen holds Bba, Finance from University Of Wisconsin Oshkosh.

Company email context

Email format at West Bend Insurance Company

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{first}.{last}@aegisfinancialplanners.com
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AeroLeads found 1 current-domain work email signal for Jack Zeihen. Compare company email patterns before reaching out.

Profile bio

About Jack Zeihen

As a Financial Planning Associate & Investment Analyst, Jack conducts investment research and provides information and support to wealth advisors and clients of Avaii. This role includes presenting research recommendations to the Investment Committee, ongoing monitoring of fund performance, and tracking key service metrics.Jack graduated from the University of Wisconsin-Oshkosh in 2024, earning a BBA degree in Finance. At UW-Oshkosh, he was a Portfolio Manager for the Student Managed Endowment Fund, President for the Finance Club, and a participant in the CFA Institute Research Challenge.Outside of the office, Jack enjoys spending time with friends and family, running, golfing, traveling, reading, and spending time outdoors.

Listed skills include Redtail Technology, Account Management, Microsoft Powerpoint, Web Design, and 17 others.

Current workplace

Jack Zeihen's current company

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

West Bend Insurance Company
West Bend Insurance Company
Financial Planning Associate & Investment Analyst at Avaii Wealth Management
appleton, wisconsin, united states
Employees
1527
AeroLeads page
4 roles

Jack Zeihen work experience

A career timeline built from the work history available for this profile.

Financial Planning Associate & Investment Analyst

Current

Appleton, Wisconsin

May 2024 - Present

Financial Planning Intern

Appleton, Wisconsin

Apr 2020 - Nov 2023
1 education record

Jack Zeihen education

FAQ

Frequently asked questions about Jack Zeihen

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

What company does Jack Zeihen work for?

Jack Zeihen works for West Bend Insurance Company.

What is Jack Zeihen's role at West Bend Insurance Company?

Jack Zeihen is listed as Financial Planning Associate & Investment Analyst at Avaii Wealth Management at West Bend Insurance Company.

What is Jack Zeihen's email address?

AeroLeads has found 1 work email signal at @aegisfinancialplanners.com for Jack Zeihen at West Bend Insurance Company.

Where is Jack Zeihen based?

Jack Zeihen is based in Appleton-Oshkosh-Neenah Area, United States, United States while working with West Bend Insurance Company.

What companies has Jack Zeihen worked for?

Jack Zeihen has worked for West Bend Insurance Company, Avaii Wealth Management, and Aegis Financial.

How can I contact Jack Zeihen?

You can use AeroLeads to view verified contact signals for Jack Zeihen at West Bend Insurance Company, including work email, phone, and LinkedIn data when available.

What schools did Jack Zeihen attend?

Jack Zeihen holds Bba, Finance from University Of Wisconsin Oshkosh.

What skills is Jack Zeihen known for?

Jack Zeihen is listed with skills including Redtail Technology, Account Management, Microsoft Powerpoint, Web Design, Client Services, Photography, Adobe Photoshop, and Squarespace.

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