Leslie Herr

Leslie Herr Email and Phone Number

Registered Investment Advisor at Simplified Wealth Management @ Simplified Wealth Management
Leslie Herr's Location
Greater Chicago Area, United States
Leslie Herr's Contact Details

Leslie Herr personal email

Leslie Herr phone numbers

About Leslie Herr

Leslie Herr is a Registered Investment Advisor at Simplified Wealth Management at Simplified Wealth Management. She possess expertise in financial services, services.

Leslie Herr's Current Company Details
Simplified Wealth Management

Simplified Wealth Management

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Registered Investment Advisor at Simplified Wealth Management
Employees:
15
Leslie Herr Work Experience Details
  • Simplified Wealth Management
    Registered Investment Advisor
    Simplified Wealth Management Feb 2021 - Present
  • Mjg Construction Llc
    Office Manager
    Mjg Construction Llc Jan 2019 - Present
    Barrington, Illinois
  • Leslie Herr Coaching
    Ramsey Preferred Coach
    Leslie Herr Coaching Jun 2020 - May 2021
    I help families gain control over their money with financial coaching.
  • Jpmorgan Chase & Co.
    Chase Private Client Banker
    Jpmorgan Chase & Co. Aug 2014 - Dec 2018
  • Rabjohns Financial Group/New England Financial
    Investment Advisor Representative, Registered Representative
    Rabjohns Financial Group/New England Financial Jan 2012 - Mar 2014
    Chicago, Illinois
    Support 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.
  • Keller Williams Team Realty
    Realtor
    Keller Williams Team Realty Apr 2008 - Dec 2011
    Palatine, Il
    Specialize 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.
  • Apo Investments, Inc.
    Business Consultant
    Apo Investments, Inc. Jan 2008 - Dec 2011
    Chicago, Il
  • Anderson Herr Financial Services
    Registered Investment Advisor/Certified Divorce Financial Analyst
    Anderson Herr Financial Services Jan 2006 - Dec 2007
    Houston, Texas
    As 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.
  • Waddell & Reed
    Financial Advisor/Certified Divorce Financial Analyst
    Waddell & Reed Mar 2001 - Dec 2005
    Houston, Texas
    Acted 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

Financial Services Services

Leslie Herr Education Details

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.

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