John Whiteknight, Cfp®, Clu, Chfc

John Whiteknight, Cfp®, Clu, Chfc Email and Phone Number

Regional Sales Manager @ BAR Financial, LLC
concord, california, united states
John Whiteknight, Cfp®, Clu, Chfc's Location
Albuquerque, New Mexico, United States, United States
John Whiteknight, Cfp®, Clu, Chfc's Contact Details

John Whiteknight, Cfp®, Clu, Chfc work email

John Whiteknight, Cfp®, Clu, Chfc personal email

About John Whiteknight, Cfp®, Clu, Chfc

John Whiteknight, Cfp®, Clu, Chfc is a Regional Sales Manager at BAR Financial, LLC. He possess expertise in financial advisory, retirement planning, fixed annuities.

John Whiteknight, Cfp®, Clu, Chfc's Current Company Details
BAR Financial, LLC

Bar Financial, Llc

View
Regional Sales Manager
concord, california, united states
Website:
barfinancial.net
Employees:
25
John Whiteknight, Cfp®, Clu, Chfc Work Experience Details
  • Bar Financial, Llc
    Regional Sales Manger
    Bar Financial, Llc May 2018 - Present
    6100 Uptown Blvd Ne, Suite 610 Albuquerque, Nm 87110 Phone (505) 291.8585
    At BAR Financial, we provide cutting edge knowledge, resources and solutions backed by over 160 years of front line experience that enable our advisors to reach their vision of ultimate success and prosperity. We believe that independence means giving you the freedom to choose your course, while giving you the tools necessary to thrive.Registered representative of and securities and advisory services offer through Cetera Advisor Networks LLC Cetera is under separate ownership from any other named entity.Specialties: Local Support Teams, Marketing: branding, graphic design & targeted marketing campaigns, Transition Assistance, Superior Advisory Platform, BAR Academy: A comprehensive business building & coaching program, Partnership Alliances, Advanced Market Consulting.
  • Cuna Mutual Group
    Sales Manager, Wealth Accumulation
    Cuna Mutual Group Aug 2013 - May 2018
    Charlotte, North Carolina Area
    * Oversee credit union programs to expand revenues, recruit, hire and coach producers, prospect for new investment programs and manage expenses.* Recruit, train, provide ongoing training to financial advisers in areas of sales, sales process, products and relationship with credit union. * Develop and execute marketing plans to grow programs.
  • Ameriprise Financial Services, Inc.
    Field Training Leader
    Ameriprise Financial Services, Inc. Jun 2012 - Aug 2013
    Charlotte, North Carolina Area
    Coaching advisors and staff on improving sales. - Delivering a variety of training face-to-face, WebEx and in small groups to grow the business.-Training on all business and client management systems, including contact manager, NaviPlan, ThomsonOne, and others.- Coaching advisors on sales and implementing an effective client service model.
  • Charles Schwab
    Investment Advisor
    Charles Schwab May 2011 - Jun 2012
    Phoenix, Arizona Area
    Prospect Development: Corporate office consultant for prospective clients analyzing their needs and directing them to the appropriate products or a local advisor.
  • Mass Mutual
    Financial Advisor
    Mass Mutual May 2010 - May 2011
    Newport Beach, Ca
    Financial Advisor / Field Trainer
  • Ameriprise Financial
    Region Vice President
    Ameriprise Financial 2007 - 2010
    Newport Beach, Ca
    Responsible for working with top tier advisors to increase their GDC, and sales of financial plans to current and prospective clients. Implemented sales and marketing strategies with advisors by providing education and training.
  • Ing Financial Partners
    Region Vice President At Ing Financial Partners
    Ing Financial Partners 2000 - 2008
    Based In Minneapolis, Mn
    Dual role of: 1.) consulting with top 20% of advisors delivering education, information and advice enabling them to grow their businesses while adhering to all compliance regulations, and 2.) assisted with veteran recruiting and then led the Financial Advisor Transition Team to facilitate advisors transition to ING.
  • American Express
    Ids / Ameriprise
    American Express 1984 - 1999
    Greater Minneapolis-St. Paul Area
    Was successful financial advisor working with small business owners, then at the corporate office with a variety of roles in Marketing and Field Leadership.

John Whiteknight, Cfp®, Clu, Chfc Skills

Financial Advisory Retirement Planning Fixed Annuities

John Whiteknight, Cfp®, Clu, Chfc Education Details

Frequently Asked Questions about John Whiteknight, Cfp®, Clu, Chfc

What company does John Whiteknight, Cfp®, Clu, Chfc work for?

John Whiteknight, Cfp®, Clu, Chfc works for Bar Financial, Llc

What is John Whiteknight, Cfp®, Clu, Chfc's role at the current company?

John Whiteknight, Cfp®, Clu, Chfc's current role is Regional Sales Manager.

What is John Whiteknight, Cfp®, Clu, Chfc's email address?

John Whiteknight, Cfp®, Clu, Chfc's email address is jo****@****ual.com

What schools did John Whiteknight, Cfp®, Clu, Chfc attend?

John Whiteknight, Cfp®, Clu, Chfc attended Duquesne University, Purdue Global Law School.

What skills is John Whiteknight, Cfp®, Clu, Chfc known for?

John Whiteknight, Cfp®, Clu, Chfc has skills like Financial Advisory, Retirement Planning, Fixed Annuities.

Who are John Whiteknight, Cfp®, Clu, Chfc's colleagues?

John Whiteknight, Cfp®, Clu, Chfc's colleagues are Jon B., Diamond Fordham, Eric A. Huck, Cfp, Danielle Hill, Alex Ashton, Tina Sotelo, Edward Tison.

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