Leslie Herr Email and Phone Number
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Leslie Herr personal email
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Leslie Herr phone numbers
Leslie Herr is a Registered Investment Advisor at Simplified Wealth Management at Simplified Wealth Management. She possess expertise in financial services, services.
Simplified Wealth Management
View- Website:
- simplifiedwealth.com
- Employees:
- 15
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Registered Investment AdvisorSimplified Wealth Management Feb 2021 - Present -
Office ManagerMjg Construction Llc Jan 2019 - PresentBarrington, Illinois
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Ramsey Preferred CoachLeslie Herr Coaching Jun 2020 - May 2021I help families gain control over their money with financial coaching.
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Chase Private Client BankerJpmorgan Chase & Co. Aug 2014 - Dec 2018 -
Investment Advisor Representative, Registered RepresentativeRabjohns Financial Group/New England Financial Jan 2012 - Mar 2014Chicago, IllinoisSupport individuals and families by developing comprehensive strategies that help address the areas of Wealth Accumulation, Retirement Funding, Estate Conservation and Family Protection.Serve the unique needs of business owners in the areas of Business Continuation, Key Employee Retention and Recruitment, and Debt Risk Management. Design and implement Tax Quailfied Retirement Plans, Executive Benefits and Employee Benefit Programs.
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RealtorKeller Williams Team Realty Apr 2008 - Dec 2011Palatine, IlSpecialize in foreclosures within the greater Chicago area. Distinguished myself by meticulously managing the details of many complex transactions simultaneously, going the extra mile to take care of the customer, and by closing many more short sales than anyone else in the office. Helped buyers find the home of their dreams. -
Business ConsultantApo Investments, Inc. Jan 2008 - Dec 2011Chicago, Il
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Registered Investment Advisor/Certified Divorce Financial AnalystAnderson Herr Financial Services Jan 2006 - Dec 2007Houston, TexasAs a Registered Investment Advisor, I worked on a fee basis to ensure that clients received unbiased opinions. I structured investment advice with the big picture in mind, I developed expertise in the divorce arena, creating and presenting a class for women in divorce, to help them make informed decisions, in both collaborative and contested divorce cases.Received many referrals and often continued the advisor relationship after settlement.
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Financial Advisor/Certified Divorce Financial AnalystWaddell & Reed Mar 2001 - Dec 2005Houston, TexasActed as a Coach, Advisor, Teacher and Mentor with individuals to create a life financial plan by helping them make clear conscious decision about their future. Advised individuals going through the divorce process to create or analyze settlement proposals to protect their interests.
Leslie Herr Skills
Leslie Herr Education Details
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Human Development And Social Policy
Frequently Asked Questions about Leslie Herr
What company does Leslie Herr work for?
Leslie Herr works for Simplified Wealth Management
What is Leslie Herr's role at the current company?
Leslie Herr's current role is Registered Investment Advisor at Simplified Wealth Management.
What is Leslie Herr's email address?
Leslie Herr's email address is lb****@****nef.com
What is Leslie Herr's direct phone number?
Leslie Herr's direct phone number is +163071*****
What schools did Leslie Herr attend?
Leslie Herr attended Northwestern University.
What skills is Leslie Herr known for?
Leslie Herr has skills like Financial Services, Services.
Not the Leslie Herr you were looking for?
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Leslie Altherr
San Mateo, Ca2gmail.com, google.com3 +165034XXXXX
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