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Kevin Wert, Chfc® Email & Phone Number

Retirement Income Consultant at Ash Brokerage at Ash Brokerage
Location: Cincinnati, Ohio, United States 4 work roles 1 school
1 work email found @ashbrokerage.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email k****@ashbrokerage.com
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Current company
Ash Brokerage
Role
Retirement Income Consultant at Ash Brokerage
Location
Cincinnati, Ohio, United States
Company size
518 employees

Who is Kevin Wert, Chfc®? Overview

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Quick answer

Kevin Wert, Chfc® is listed as Retirement Income Consultant at Ash Brokerage at Ash Brokerage, a company with 518 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at ashbrokerage.com and a matched LinkedIn profile for Kevin Wert, Chfc®.

Kevin Wert, Chfc® previously worked as Retirement Income Consultant at Ash Brokerage and National Accounts Manager at Western & Southern Financial Group. Kevin Wert, Chfc® holds Bs, Sport Industry/Business Adm from Ohio University.

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Email format at Ash Brokerage

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*@ashbrokerage.com
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Profile bio

About Kevin Wert, Chfc®

As a Retirement Income Consultant for Ash Brokerage, I find customized ways to impact and enhance the practices of those in the financial services profession. It is a great joy to help those who are helping others find the protection and security for their planning needs.Ash Brokerage is committed to making an impact – in business and in lives. With a small company feel, yet big company capabilities, we maintain our focus on building relationships while simultaneously transforming the financial services industry with innovative insurance solutions. Our partners and their clients receive the personal, caring service they deserve, with the results they want and need.[The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.]

Listed skills include Retirement Planning, Fixed Annuities, Financial Services, and Insurance.

Current workplace

Kevin Wert, Chfc®'s current company

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Ash Brokerage
Ash Brokerage
Retirement Income Consultant at Ash Brokerage
fort wayne, indiana, united states
Website
ashbrokerage.com
Employees
518
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Company profile
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4 roles

Kevin Wert, Chfc® work experience

A career timeline built from the work history available for this profile.

Retirement Income Consultant

Current
Ash Brokerage

Cincinnati Area, KY

As a Retirement Income Consultant at Ash Brokerage, my goal is to help advisors in Ohio identify new sales opportunities, provide consultative & comprehensive insurance support services, and effectively help advisors grow their businesses. I am responsible for facilitating conversations around annuity and income planning solutions for financial advisors.

Jun 2017 - Present

National Accounts Manager

Western & Southern Financial Group

Cincinnati, OH

  • Provide fixed annuity& life insurance marketing support and sales ideas to existing independent marketing organizations (IMO’s).
  • Conduct WebEx’s and Fugent Calls with assigned partner firms to promote and position our single premium immediate annuity, fixed indexed annuities, fixed deferred annuities, and single premium life insurance products.
  • Provide consultative guidance to current and prospective IMO relationships about how our products may be beneficial to their clients.
  • Travel to existing and prospective IMO relationships nationally.
  • Partner with two internal wholesalers on pending new business, commission issues, and communication strategies with their assigned financial representatives.
  • Provide updates on our distribution and how our appointed financial representatives have been successful in positioning our annuity and life products.The postings on this site are my own and do not represent in any way.
Jun 2012 - Jun 2017

Senior Internal Wholesaler

Western & Southern Financial Group

Cincinnati, OH

  • Built and maintained relationships with bank and credit union investment advisors to generate new sales and uncover potential sales leads.
  • Worked in conjunction with assigned external wholesaler to schedule appointments in Texas and New Mexico.
  • Provided sales and marketing support to external wholesaler and investment representatives within assigned territory.
  • Answered service questions from financial representatives regarding existing fixed & variable annuity and life insurance clients.
  • Managed pending annuity business from assigned territory and identify conservation opportunities on existing annuity clients.The postings on this site are my own and do not represent in any way Western & Southern.
Apr 2010 - Jun 2012

Financial Professional

Axa Advisors

Cincinnati, Ohio Area

  • Enrolled public & private school employees into 403(b), 457, & 501(c)(3) Retirement Plan through AXA Equitable Variable Annuities.
  • Assessed risk tolerance to determine appropriate retirement planning strategy.
  • Conducted client assessment to recommend further financial solutions such as life insurance, college planning, disability insurance, and long term care insurance.
  • Visited school buildings on a daily basis to assist clients & other staff members with their supplemental retirement and pension plans.
  • Conducted annual reviews with clients to ensure their retirement strategy reflects their current situation and future goals.
Jul 2007 - Apr 2010
Team & coworkers

Colleagues at Ash Brokerage

Other employees you can reach at ashbrokerage.com. View company contacts for 518 employees →

BM Barry Mccracken,Clu,Chfc Barry Mccracken,Clu,Chfc Colleague at Ash Brokerage Seattle, Washington, United States, United States View → SS Stephanie Saylor Stephanie Saylor Colleague at Ash Brokerage Charlotte Metro, United States View → DW Dalton Waidelich Dalton Waidelich Colleague at Ash Brokerage Greater Fort Wayne, United States View → AS Ashlie Smurr Ashlie Smurr Colleague at Ash Brokerage Garrett, Indiana, United States, United States View → DM Darlene Massa Darlene Massa Colleague at Ash Brokerage Greater Fort Wayne, United States View → JC Jenny Crabill, Clu® Jenny Crabill, Clu® Colleague at Ash Brokerage Greater Fort Wayne, United States View → VC Valerie Cacace Valerie Cacace Colleague at Ash Brokerage Eatontown, New Jersey, United States, United States View → AC Amber Castator Amber Castator Colleague at Ash Brokerage Fort Wayne, Indiana, United States, United States View → DM Dee Martin Dee Martin Colleague at Ash Brokerage Grand Rapids, Michigan, United States, United States View → CD Cassidy Derose Cassidy Derose Colleague at Ash Brokerage Greater Fort Wayne, United States View →
1 education record

Kevin Wert, Chfc® education

FAQ

Frequently asked questions about Kevin Wert, Chfc®

Quick answers generated from the profile data available on this page.

What company does Kevin Wert, Chfc® work for?

Kevin Wert, Chfc® works for Ash Brokerage.

What is Kevin Wert, Chfc®'s role at Ash Brokerage?

Kevin Wert, Chfc® is listed as Retirement Income Consultant at Ash Brokerage at Ash Brokerage.

What is Kevin Wert, Chfc®'s email address?

AeroLeads has found 1 work email signal at @ashbrokerage.com for Kevin Wert, Chfc® at Ash Brokerage.

Where is Kevin Wert, Chfc® based?

Kevin Wert, Chfc® is based in Cincinnati, Ohio, United States while working with Ash Brokerage.

What companies has Kevin Wert, Chfc® worked for?

Kevin Wert, Chfc® has worked for Ash Brokerage, Western & Southern Financial Group, and Axa Advisors.

Who are Kevin Wert, Chfc®'s colleagues at Ash Brokerage?

Kevin Wert, Chfc®'s colleagues at Ash Brokerage include Barry Mccracken,Clu,Chfc, Stephanie Saylor, Dalton Waidelich, Ashlie Smurr, and Darlene Massa.

How can I contact Kevin Wert, Chfc®?

You can use AeroLeads to view verified contact signals for Kevin Wert, Chfc® at Ash Brokerage, including work email, phone, and LinkedIn data when available.

What schools did Kevin Wert, Chfc® attend?

Kevin Wert, Chfc® holds Bs, Sport Industry/Business Adm from Ohio University.

What skills is Kevin Wert, Chfc® known for?

Kevin Wert, Chfc® is listed with skills including Retirement Planning, Fixed Annuities, Financial Services, and Insurance.

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