Anna Jaeger, Cfp®

Anna Jaeger, Cfp® Email and Phone Number

Financial Advisor | Vice President @ Baird
Waukesha, WI, US
Anna Jaeger, Cfp®'s Location
Waukesha, Wisconsin, United States, United States
Anna Jaeger, Cfp®'s Contact Details

Anna Jaeger, Cfp® personal email

n/a
About Anna Jaeger, Cfp®

Provides investment advisory and financial planning services for a wide variety of clients. Favorite financial planning opportunities include, but are not limited to, young families, those approaching retirement, and those looking for a second opinion on risk levels within their investments. The opportunity to help bring peace of mind to clients of all ages and backgrounds is considered an honor.

Anna Jaeger, Cfp®'s Current Company Details
Baird

Baird

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Financial Advisor | Vice President
Waukesha, WI, US
Anna Jaeger, Cfp® Work Experience Details
  • Baird
    Financial Advisor | Vice President
    Baird
    Waukesha, Wi, Us
    View
  • Baird
    Financial Advisor
    Baird Aug 2020 - Present
    Milwaukee, Wi, Us
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  • Midland Financial Advisors, Inc.
    Financial Advisor
    Midland Financial Advisors, Inc. Oct 2014 - Aug 2020
    Delafield, Wi, Us
    Responsible for building relationships, servicing, and growing my client base Prepare and present financial analyses, ranging from basic cash flow analyses to comprehensive financial plansAct as a liaison between Midland’s portfolio team and my clients to ensure their assets are being invested according to their goals and risk tolerances Coordinate communications between clients’ attorneys, accountants, and other financial professionals Help lead team discussions to enhance the efficiency of our CRM and portfolio management platforms*Additional role: Corporate Trainer - The Pacific Institute, Investment in Excellence Facilitate a 3-day course for new employees, focusing on personal growth and the culture at MidlandPresent culture refreshers at semiannual Midland Wealth Management conferencesActively participate in initiatives to improve employee morale and engagement within the company
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  • Cedarpoint Investment Advisors, Inc.
    Operations Manager
    Cedarpoint Investment Advisors, Inc. May 2013 - Sep 2014
    Delafield, Wi, Us
    Managed all investment portfolios, including monitoring drift and rebalancingRan retirement, education, cash flow, and portfolio analyses for current and prospective clients Delivered high quality service in a professional and compliant manner during client/advisor meetingsPrepared documents for ongoing client relationships and oversaw the client onboarding process
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  • University Of Wisconsin - Whitewater
    Resident Assistant
    University Of Wisconsin - Whitewater Aug 2010 - May 2013
    Whitewater, Wi, Us
    Promoted the social and academic development of students Planed and facilitated programs for 20 – 200 individualsFacilitated meetings for students, parents, and peersEnforced policies set by the Office of Residence Life
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  • Cedarpoint Investment Advisors, Inc.
    Investment & Financial Planning Intern
    Cedarpoint Investment Advisors, Inc. Jun 2012 - Aug 2012
    Delafield, Wi, Us
    Observed client/advisor meetingsRan portfolio analyses for various client portfoliosWorked with the Chief Compliance Officer to review and update client dataAssisted with marketing, including enhancing the firm’s online visibility
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Anna Jaeger, Cfp® Skills

Strategic Financial Planning Investment Management Retirement Planning Estate Planning College Education Planning Risk Management Debt Management Tax Planning Customer Service Critical Thinking Teamwork Microsoft Office Powerpoint Microsoft Excel Microsoft Word Outlook Social Networking

Anna Jaeger, Cfp® Education Details

  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    Finance

Frequently Asked Questions about Anna Jaeger, Cfp®

What company does Anna Jaeger, Cfp® work for?

Anna Jaeger, Cfp® works for Baird

What is Anna Jaeger, Cfp®'s role at the current company?

Anna Jaeger, Cfp®'s current role is Financial Advisor | Vice President.

What is Anna Jaeger, Cfp®'s email address?

Anna Jaeger, Cfp®'s email address is ja****@****uww.edu

What schools did Anna Jaeger, Cfp® attend?

Anna Jaeger, Cfp® attended University Of Wisconsin-Whitewater.

What skills is Anna Jaeger, Cfp® known for?

Anna Jaeger, Cfp® has skills like Strategic Financial Planning, Investment Management, Retirement Planning, Estate Planning, College Education Planning, Risk Management, Debt Management, Tax Planning, Customer Service, Critical Thinking, Teamwork, Microsoft Office.

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