Jason Musante-Klumb, Aif®, Cpfa Email and Phone Number
Jason Musante-Klumb, Aif®, Cpfa work email
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Jason Musante-Klumb, Aif®, Cpfa personal email
Putting together a plan to help meet the needs of your business doesn’t have to be a chore. I can help you discover how to take greater control of your retirement plan benefit, and uncover other products and offerings, to best suit your business, your employees, and even your own financial future, all while enriching the lives of those around you every (working) day. Together we'll develop business strategies to help achieve your goals—whatever and whenever they may be. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.
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Senior Plan AdvisorUnited Financial AdvisorsMilwaukee, Wi, Us
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Director Of Retirement Plan ServicesR&R Wealth Management, Llc Nov 2022 - Nov 2024Milwaukee, Wisconsin, United StatesSecurities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.R&R Wealth Management, LLC | N14 W23900 Stone Ridge Drive, Waukesha, WI 53188 | www.MyKnowledgeAdvisor.com | 262-696-5167 -
Retirement Plan AdvisorUnited Financial Advisors Oct 2021 - Nov 2022Wauwatosa, Wisconsin, United StatesInsurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 888-774-6267, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Jason Musante-Klumb, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor, and a member of the Principal® Financial Network. United Financial Advisors is not an affiliate of any company of the Principal Financial Group.
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Financial Representative, Principal Securities Registered Representative, Financial AdvisorPrincipal Financial Group Oct 2021 - Nov 2022Wauwatosa, Wisconsin, United StatesInsurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 888-774-6267, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Jason Musante-Klumb, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor, and a member of the Principal® Financial Network. United Financial Advisors is not an affiliate of any company of the Principal Financial Group. -
Participant Experience ConsultantWells Fargo Institutional Retirement And Trust Dec 2012 - Oct 2021Menomonee Falls, Wisconsin, United States -
Communications Consultant/Retirement EducatorWells Fargo Institutional Retirement And Trust Mar 2007 - Dec 2012Menominee Falls, Wisconsin, United States
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Customer Service ConsultantWells Fargo Advantage Funds Jun 2005 - Mar 2007Menomonee Falls, Wisconsin, United States
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Client Service SpecialistStrong Investments Dec 2004 - Jun 2005Menominee Falls, Wisconsin, United States -
Senior Financial Services SpecialistStrong Investments Sep 2003 - Dec 2004Menomonee Falls, Wisconsin, United States
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Positive Identification SpecialistWe Energies May 2002 - Sep 2003
Jason Musante-Klumb, Aif®, Cpfa Skills
Jason Musante-Klumb, Aif®, Cpfa Education Details
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Marketing And Spanish
Frequently Asked Questions about Jason Musante-Klumb, Aif®, Cpfa
What company does Jason Musante-Klumb, Aif®, Cpfa work for?
Jason Musante-Klumb, Aif®, Cpfa works for United Financial Advisors
What is Jason Musante-Klumb, Aif®, Cpfa's role at the current company?
Jason Musante-Klumb, Aif®, Cpfa's current role is Senior Plan Advisor.
What is Jason Musante-Klumb, Aif®, Cpfa's email address?
Jason Musante-Klumb, Aif®, Cpfa's email address is ja****@****wma.com
What schools did Jason Musante-Klumb, Aif®, Cpfa attend?
Jason Musante-Klumb, Aif®, Cpfa attended University Of Wisconsin-Platteville.
What skills is Jason Musante-Klumb, Aif®, Cpfa known for?
Jason Musante-Klumb, Aif®, Cpfa has skills like Customer Relations, Retirement, 401k, Relationship Management, Financial Services, Retirement Planning, Powerpoint, Staff Development, Banking, Investments, Leadership, Coaching.
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