Senior Compliance Consultant
Current
Sep 2019 - Present
AeroLeads people directory · profile
Michael Harm, Crpc Email & Phone Number
Senior Compliance Consultant
at
Allstate Financial Services, LLC
2 work emails found
@allstate.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Compliance Consultant
Location
Lincoln, Nebraska, United States
Company size
Who is Michael Harm, Crpc? Overview
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Quick answer
Michael Harm, Crpc is listed as Senior Compliance Consultant at Allstate Financial Services, LLC, a with 7857 employees, based in Lincoln, Nebraska, United States. AeroLeads shows a work email signal at allstate.com and a matched LinkedIn profile for Michael Harm, Crpc.
Michael Harm, Crpc previously worked as Retirement Sales Consultant at Allstate Financial Services and Operations Associate at Smith Hayes Financial Services. Michael Harm, Crpc holds Mam, Management from Doane College.
Company email context
Email format at Allstate Financial Services, LLC
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*@allstate.com
71% confidence
AeroLeads found 2 current-domain work email signals for Michael Harm, Crpc. Compare company email patterns before reaching out.
Profile bio
About Michael Harm, Crpc
Michael Harm, Crpc is a Senior Compliance Consultant at Allstate Financial Services, LLC. He possess expertise in insurance, series 65, series 6, life insurance, retirement planning and 23 more skills. He is proficient in Spanish.
Listed skills include Insurance, Series 65, Series 6, Life Insurance, and 24 others.
Current workplace
Michael Harm, Crpc's current company
Company context helps verify the profile and gives searchers a useful next step.
Allstate Financial Services, Llc
Employees
7857
AeroLeads page
4 roles · 26 years
Michael Harm, Crpc work experience
A career timeline built from the work history available for this profile.
Retirement Sales Consultant
Conduct targeted support to 3 assigned regions: California, Southwestern (5 states), and Northwestern (5 states). Establish and maintain strong relationships with Financial Agents and Field Management within assigned regions. Present national classroom training on Broker/Dealer products and policies to all new Financial Specialists on a quarterly basis. Conduct 3-5 regional conference calls, monthly. Travel to assigned regions 3 times yearly for training and relationship building. Provide daily nationwide phone support on variable products, qualified plans, compliance, software, new business status and broker-dealer policies and procedures. Prepare quarterly staff development presentations and monthly procedural updates. Approve exceptions to firm’s qualified plans policy.
Aug 2005 - Sep 2019
Operations Associate
Accountable for the setup, maintenance, auditing, quarterly reporting, and fee collection for 200+ managed accounts, with a total value in excess of $100 million. Performed daily operational duties: brokerage account setup and maintenance, trading, transfers, cashiering functions, margin reports, tax lot accounting and direct business processing. Served as the sole service and communications liaison for 15 independent advisors.
Feb 2004 - Jul 2005
Financial Advisor
Conducted financial planning analysis utilizing Profiles+ software. Made recommendations in the areas of: Asset Allocation, Life and Long Term Care Insurances, Tax Strategy, and Estate Planning. Initiated anddeveloped client relationships built on trust and financial knowledge.
2001 - 2003
~2 yrs
4 education records
Michael Harm, Crpc education
Mam, Management
Chartered Retirement Planning Counselor
Bsba, Finance
Chartered Retirement Planning Counselor - Crpc
FAQ
Frequently asked questions about Michael Harm, Crpc
Quick answers generated from the profile data available on this page.
What company does Michael Harm, Crpc work for?
Michael Harm, Crpc works for Allstate Financial Services, LLC.
What is Michael Harm, Crpc's role at Allstate Financial Services, LLC?
Michael Harm, Crpc is listed as Senior Compliance Consultant at Allstate Financial Services, LLC.
What is Michael Harm, Crpc's email address?
AeroLeads has found 2 work email signals at @allstate.com for Michael Harm, Crpc at Allstate Financial Services, LLC.
Where is Michael Harm, Crpc based?
Michael Harm, Crpc is based in Lincoln, Nebraska, United States while working with Allstate Financial Services, LLC.
What companies has Michael Harm, Crpc worked for?
Michael Harm, Crpc has worked for Allstate Financial Services, Llc, Allstate Financial Services, Smith Hayes Financial Services, and Waddell & Reed.
How can I contact Michael Harm, Crpc?
You can use AeroLeads to view verified contact signals for Michael Harm, Crpc at Allstate Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael Harm, Crpc attend?
Michael Harm, Crpc holds Mam, Management from Doane College.
What skills is Michael Harm, Crpc known for?
Michael Harm, Crpc is listed with skills including Insurance, Series 65, Series 6, Life Insurance, Retirement Planning, Fixed Annuities, Qualified Retirement Plans, and Saving For Education.
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