Joseph Ven Der Buhs, Cfp®, Clu® Email and Phone Number
Joseph Ven Der Buhs, Cfp®, Clu® work email
- Valid
Joseph Ven Der Buhs, Cfp®, Clu® personal email
- Valid
Joseph Ven Der Buhs, Cfp®, Clu® phone numbers
WHAT WE DO: Helping Financial Advisors prospect, win & retain business in a rapidly changingenvironment by providing differentiated, successful strategies through key industry insights,business development ideas, and growth strategies.WHO WE HELP: At Customplan Financial, we believe in empowering and creating independentadvisors. We’re partnered with over 150 Advisors across Saskatchewan.WHAT MAKES US DIFFERENT - Our team has been working with 150 advisorsfor over 20 years. We are constantly updating our resources to find industry-leadingideas that advisors can use in their practice to provide unparalleled value through numerous industryconnections, and stories to help you sell and navigate ever-changing markets.WHY WORK ADVISORS WORK WITH US - Customplan Financial Advisors Inc is an independentorganization, operated by its advisors. We think of ourselves as a Producer Group rather than anMGA. A place where peers use and share their expertise to assist one another to achievehigher maximum success. Reputed to be a "boutique” MGA, Customplan proudly maintains itsreputation in the delivery of education, training and business practice. We value the personal touchwith our advisors, providing them with a comfortable professional business environment. We trulyare the solution for Independent Advisors in Saskatchewan.GET IN TOUCH:Reach out to me at joev@customplanfinancial.com or at 306-668-8833Want to learn more? https://calendly.com/joe-venderbuhs/10-minute-chat
Customplan Financial Advisors Inc.
View- Website:
- customplanfinancial.com
- Employees:
- 65
-
Marketing DirectorCustomplan Financial Advisors Inc. Mar 2022 - PresentSaskatoon, Saskatchewan, Canada -
Investment AdvisorMonarch Wealth Corporation Oct 2020 - PresentAbbotsford, British Columbia, Canada -
PresidentMountain Strong Financial Inc. Feb 2020 - PresentAbbotsford, British Columbia, Canada
-
Field AgentKnights Of Columbus May 2012 - Feb 2020Abbotsford, Bc, Canada -
General AgentVen Der Buhs Agency (Knights Of Columbus Insurance) Oct 1998 - May 2012British Columbia, Canada -
Field AgentKnights Of Columbus Jan 1995 - Oct 1998Prince Albert, Saskatchewan
Joseph Ven Der Buhs, Cfp®, Clu® Skills
Joseph Ven Der Buhs, Cfp®, Clu® Education Details
-
Canadian Securities InstituteCanadian Securities Course (Csc) -
Canadian Institute Of Certified Executor AdvisorsCertified Executor Advisor -
America College Of Financial Advisors Of CanadaRhu -
Certified Professional Consultant On AgingCpca -
AdvocisClu -
FpscCfp -
AdvocisFic -
GamaEmd -
Robertson Career CollegeDiploma
Frequently Asked Questions about Joseph Ven Der Buhs, Cfp®, Clu®
What company does Joseph Ven Der Buhs, Cfp®, Clu® work for?
Joseph Ven Der Buhs, Cfp®, Clu® works for Customplan Financial Advisors Inc.
What is Joseph Ven Der Buhs, Cfp®, Clu®'s role at the current company?
Joseph Ven Der Buhs, Cfp®, Clu®'s current role is Estate Planner - Mountain Strong Financial Inc. | Investment Advisor - Monarch Wealth Corp | Marketing Director - Customplan Financial Advisors Inc. | Client Driven | Strategic Thinker | Learning Focused |.
What is Joseph Ven Der Buhs, Cfp®, Clu®'s email address?
Joseph Ven Der Buhs, Cfp®, Clu®'s email address is venderbuhs@me.com
What is Joseph Ven Der Buhs, Cfp®, Clu®'s direct phone number?
Joseph Ven Der Buhs, Cfp®, Clu®'s direct phone number is +160421*****
What schools did Joseph Ven Der Buhs, Cfp®, Clu® attend?
Joseph Ven Der Buhs, Cfp®, Clu® attended Canadian Securities Institute, Canadian Institute Of Certified Executor Advisors, America College Of Financial Advisors Of Canada, Certified Professional Consultant On Aging, Advocis, Fpsc, Advocis, Gama, Robertson Career College.
What are some of Joseph Ven Der Buhs, Cfp®, Clu®'s interests?
Joseph Ven Der Buhs, Cfp®, Clu® has interest in Leadership, Sales, Insurance.
What skills is Joseph Ven Der Buhs, Cfp®, Clu® known for?
Joseph Ven Der Buhs, Cfp®, Clu® has skills like Retirement Planning, Long Term Care, Life Insurance, Retirement, Estate Planning, Long Term Care Insurance, Whole Life, Estate Preservation, Fixed Annuities, Term Life Insurance, Insurance, Employee Benefits.
Who are Joseph Ven Der Buhs, Cfp®, Clu®'s colleagues?
Joseph Ven Der Buhs, Cfp®, Clu®'s colleagues are Candra Hudson, Valerie Dyke, An Mai, Andrea Kerr, May Enriquez, Kevin Peyson, Leigh Grant.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial