Jon Spangler, Ricp®

Jon Spangler, Ricp® Email and Phone Number

Portfolio Manager @ Cambridge Advisors Inc.
Omaha, NE, US
Jon Spangler, Ricp®'s Location
Omaha, Nebraska, United States, United States
Jon Spangler, Ricp®'s Contact Details

Jon Spangler, Ricp® personal email

n/a
About Jon Spangler, Ricp®

As an Investment Adviser Representative specializing in retirement income planning, I’m passionate about empowering individuals to achieve financial security and peace of mind in their golden years. With 16 years of experience in the financial services industry, I've honed my expertise in crafting personalized strategies tailored to each client’s unique goals and circumstances.Professional Focus:My focus lies in providing comprehensive retirement income solutions that go beyond mere wealth accumulation. Whether you’re nearing retirement or already enjoying your golden years, my goal is to optimize your financial resources to ensure a comfortable and fulfilling lifestyle throughout retirement. From asset allocation and investment management to tax-efficient withdrawal strategies, I offer strategic guidance every step of the way.Key Services:• Retirement Income Planning: Customized strategies designed to maximize income streams while minimizing risk.• Investment Management: Expert portfolio construction and management to align with your retirement goals and risk tolerance.• Tax-Efficient Strategies: Proactive tax planning to optimize your retirement income and minimize tax liabilities.• Social Security Optimization: Maximizing Social Security benefits to enhance your overall retirement income.Why Work With Me?I take a holistic approach to retirement planning, considering not only your financial goals but also your lifestyle aspirations and legacy objectives. By leveraging cutting-edge financial tools and staying abreast of industry trends, I provide forward-thinking solutions that adapt to your evolving needs. My commitment to transparency, integrity, and client satisfaction ensures that you receive the highest level of service and support on your journey to financial freedom.Let’s connect to explore how I can help you achieve your retirement dreams!

Jon Spangler, Ricp®'s Current Company Details
Cambridge Advisors Inc.

Cambridge Advisors Inc.

View
Portfolio Manager
Omaha, NE, US
Jon Spangler, Ricp® Work Experience Details
  • Cambridge Advisors Inc.
    Portfolio Manager
    Cambridge Advisors Inc.
    Omaha, Ne, Us
  • Cambridge Advisors Inc.
    Portfolio Manager
    Cambridge Advisors Inc. Mar 2024 - Present
    Omaha, Nebraska, United States
  • Woodmenlife
    Sr. Sales Wholesaler
    Woodmenlife Jun 2014 - Feb 2024
    Greater Omaha Area
    Responsible for increasing sales of WoodmenLife's Variable Annuity along with 3rd party financial services products through WoodmenLife's Financial Representatives.Securities are offered through Woodmen Financial Services, Inc. 1700 Farnam Street, Omaha, NE 68102Member FINRA/SIPC
  • Pacific Life
    Senior Internal Wholesaler
    Pacific Life Jan 2008 - Jun 2014
    Partnered with External Wholesalers to increase sales of Pacific Life's Annuities and Mutual Funds through Independent Financial Advisors.
  • Physicians Mutual
    Insurance Agent
    Physicians Mutual Sep 2007 - Dec 2007
  • Hills Bank & Trust Co.
    Personal Banker
    Hills Bank & Trust Co. Aug 2005 - Jul 2007
  • Great Western Bank
    Personal Banker
    Great Western Bank 2003 - 2005

Jon Spangler, Ricp® Skills

Fixed Annuities Insurance Life Insurance Retirement Planning Retirement Series 63 Series 7 Variable Annuities Mutual Funds Investments 401k Disability Insurance

Jon Spangler, Ricp® Education Details

Frequently Asked Questions about Jon Spangler, Ricp®

What company does Jon Spangler, Ricp® work for?

Jon Spangler, Ricp® works for Cambridge Advisors Inc.

What is Jon Spangler, Ricp®'s role at the current company?

Jon Spangler, Ricp®'s current role is Portfolio Manager.

What is Jon Spangler, Ricp®'s email address?

Jon Spangler, Ricp®'s email address is jo****@****men.org

What schools did Jon Spangler, Ricp® attend?

Jon Spangler, Ricp® attended Chadron State College.

What skills is Jon Spangler, Ricp® known for?

Jon Spangler, Ricp® has skills like Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Retirement, Series 63, Series 7, Variable Annuities, Mutual Funds, Investments, 401k, Disability Insurance.

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