Jeff Landt, Cfa, Cfp Email & Phone Number
@symplany.com
2 phones found area 800 and 952
LinkedIn matched
Who is Jeff Landt, Cfa, Cfp? Overview
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Jeff Landt, Cfa, Cfp is listed as Senior Vice President and Chief Investment Officer at North Star Resource Group; co-founder of Symplany at Symplany, a company with 5 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at symplany.com, phone signal with area code 800, 952, and a matched LinkedIn profile for Jeff Landt, Cfa, Cfp.
Jeff Landt, Cfa, Cfp previously worked as Co-Founder at Symplany and Senior Vice President and Chief Investment Officer at North Star Resource Group. Jeff Landt, Cfa, Cfp holds Bachelor, Finance from Minnesota State University, Mankato.
Email format at Symplany
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AeroLeads found 1 current-domain work email signal for Jeff Landt, Cfa, Cfp. Compare company email patterns before reaching out.
About Jeff Landt, Cfa, Cfp
Jeff Landt is a Senior Vice President and the Chief Investment Officer for North Star Resource Group. His primary area of expertise is the investment management process. He assists the Firm’s associates with portfolio strategies, portfolio construction and the best practices of portfolio management. In addition to acting as the Chief Investment Officer he is also a practicing associate with North Star Resource Group, specializing in retirement distribution strategies and wealth management. He has been affiliated with North Star Resource Group since 1996.Jeff holds the Chartered Financial Analyst® designation. The CFA® designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Jeff is also a CERTIFIED FINANCIAL PLANNER (TM) professional.
Listed skills include Portfolio Management, Wealth Accumulation Strategies, Wealth Preservation Planning, Intergenerational Wealth Transfer, and 2 others.
Jeff Landt, Cfa, Cfp's current company
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Jeff Landt, Cfa, Cfp work experience
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Senior Vice President And Chief Investment Officer
Current
Financial Advisor
CurrentInvestment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Colleagues at Symplany
Other employees you can reach at symplany.com. View company contacts for 5 employees →
Harrison Bachmann
Colleague at SymplanyMinneapolis, Minnesota, United States, United States
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Patrick Rydeen
Colleague at SymplanyMinneapolis, Minnesota, United States, United States
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Will Staggs
Colleague at SymplanyGreater Minneapolis-St. Paul Area, United States
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Kim Korn
Colleague at SymplanySt Paul, Minnesota, United States, United States
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Jake Bohlken
Colleague at SymplanyGreater Minneapolis-St. Paul Area, United States
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Daniel Fenske
Colleague at SymplanyMinneapolis, Minnesota, United States, United States
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Jeff Landt, Cfa, Cfp education
Frequently asked questions about Jeff Landt, Cfa, Cfp
Quick answers generated from the profile data available on this page.
What company does Jeff Landt, Cfa, Cfp work for?
Jeff Landt, Cfa, Cfp works for Symplany.
What is Jeff Landt, Cfa, Cfp's role at Symplany?
Jeff Landt, Cfa, Cfp is listed as Senior Vice President and Chief Investment Officer at North Star Resource Group; co-founder of Symplany at Symplany.
What is Jeff Landt, Cfa, Cfp's email address?
AeroLeads has found 1 work email signal at @symplany.com for Jeff Landt, Cfa, Cfp at Symplany.
What is Jeff Landt, Cfa, Cfp's phone number?
AeroLeads has found 2 phone signal(s) with area code 800, 952 for Jeff Landt, Cfa, Cfp at Symplany.
Where is Jeff Landt, Cfa, Cfp based?
Jeff Landt, Cfa, Cfp is based in Minneapolis, Minnesota, United States while working with Symplany.
What companies has Jeff Landt, Cfa, Cfp worked for?
Jeff Landt, Cfa, Cfp has worked for Symplany and North Star Resource Group.
Who are Jeff Landt, Cfa, Cfp's colleagues at Symplany?
Jeff Landt, Cfa, Cfp's colleagues at Symplany include Harrison Bachmann, Patrick Rydeen, Will Staggs, Kim Korn, and Jake Bohlken.
How can I contact Jeff Landt, Cfa, Cfp?
You can use AeroLeads to view verified contact signals for Jeff Landt, Cfa, Cfp at Symplany, including work email, phone, and LinkedIn data when available.
What schools did Jeff Landt, Cfa, Cfp attend?
Jeff Landt, Cfa, Cfp holds Bachelor, Finance from Minnesota State University, Mankato.
What skills is Jeff Landt, Cfa, Cfp known for?
Jeff Landt, Cfa, Cfp is listed with skills including Portfolio Management, Wealth Accumulation Strategies, Wealth Preservation Planning, Intergenerational Wealth Transfer, Retirement Planning, and Personal Financial Planning.
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