Sales Director - Retirement Solutions
Current
Apr 2024 - Present
AeroLeads people directory · profile
Pete Wesner Email & Phone Number
Sales Director | TruStage
at
TruStage
2 work emails found
@cunamutual.com
2 phones found area 910
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Pete Wesner? Overview
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Quick answer
Pete Wesner is listed as Sales Director | TruStage at TruStage, based in Great Bend, Kansas, United States. AeroLeads shows a work email signal at cunamutual.com, phone signal with area code 910, and a matched LinkedIn profile for Pete Wesner.
Pete Wesner previously worked as Sales Director - Retirement Solutions at Trustage and Senior Manager Internal Sales at Cuna Mutual Group. Pete Wesner holds Bachelors Of Science, Business Administration And Management, General from Sterling College.
Company email context
Email format at TruStage
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{first}.{last}@cunamutual.com
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AeroLeads found 2 current-domain work email signals for Pete Wesner. Compare company email patterns before reaching out.
Profile bio
About Pete Wesner
Who we are. CUNA Mutual Retirement Solutions is a wholly-owned subsidiary of CUNA Mutual Group. At CUNA Mutual Group, we help people protect, invest and plan for their future—regardless of their financial standing. Our company was founded more than 80 years ago by credit union leaders, who were looking for an insurance and investment partner they could trust. For generations, we’ve helped credit unions, businesses, and hardworking Americans build financial security. How we help. Organizations trust CUNA Mutual Retirement Solutions to help their employees save for a financially secure retirement. Customers value our intuitive tools, service culture and common-sense guidance to help them retire on their own terms. We help financial professionals achieve greater success through consultative relationships and access to practice management tools that help optimize the performance and profitability of their practice.CUNA Mutual Group and Cuna Mutual Group are marketing names for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CPI Qualified Plan Consultants, Inc. and CMFG Life Insurance Company are subsidiaries of the CUNA Mutual Holding Company. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their financial professional.Some items and links provided on this page may be from third parties not affiliated with this representative or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its representatives. CMRS-6129692.1-1123-1225
Listed skills include Retirement Planning, 401K, Retirement, Mutual Funds, and 5 others.
Current workplace
Pete Wesner's current company
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5 roles
Pete Wesner work experience
A career timeline built from the work history available for this profile.
Senior Manager Internal Sales
With over 13 years of extensive knowledge in the retirement industry, I have a long track record of helping advisors achieve greater success. As a business partner, differentiating between creating value and product delivery is critical. Driven by an understanding of you and your client’s needs, my team and I offer a wide array of plan types from 401(k), ERISA 403(b), DB, cash balance to non-qualified or other executive benefit plans in a bundled or unbundled environment. My team assists in point-of-sales presentations to prospective clients, offers streamlined on-boarding services, and provides single point-of-contact service to plan sponsors and advisors. To learn more, please contact me at www.cunamutualrs.com or 816-536-6537.
Apr 2012 - Apr 2024
National Director - Broker Dealer Relationships
Cpi Qualified Plan Consultants
Responsible to increase assets and market share with focus Broker Dealers through relationship management, product development and sales campaign strategies.
Oct 2009 - Aug 2012
Retirement Plan Consultant
Cpi Qualified Plan Consultants
Consult with Financial Advisors and business owners on their corporate retirement plan
May 2004 - Nov 2009
Insurance Specialist
Jan 2004 - May 2004
1 education record
Pete Wesner education
FAQ
Frequently asked questions about Pete Wesner
Quick answers generated from the profile data available on this page.
What company does Pete Wesner work for?
Pete Wesner works for TruStage.
What is Pete Wesner's role at TruStage?
Pete Wesner is listed as Sales Director | TruStage at TruStage.
What is Pete Wesner's email address?
AeroLeads has found 2 work email signals at @cunamutual.com for Pete Wesner at TruStage.
What is Pete Wesner's phone number?
AeroLeads has found 2 phone signal(s) with area code 910 for Pete Wesner at TruStage.
Where is Pete Wesner based?
Pete Wesner is based in Great Bend, Kansas, United States while working with TruStage.
What companies has Pete Wesner worked for?
Pete Wesner has worked for Trustage, Cuna Mutual Group, Cpi Qualified Plan Consultants, and American Family Insurance.
How can I contact Pete Wesner?
You can use AeroLeads to view verified contact signals for Pete Wesner at TruStage, including work email, phone, and LinkedIn data when available.
What schools did Pete Wesner attend?
Pete Wesner holds Bachelors Of Science, Business Administration And Management, General from Sterling College.
What skills is Pete Wesner known for?
Pete Wesner is listed with skills including Retirement Planning, 401K, Retirement, Mutual Funds, Retirement Plan Consulting, Qualified Retirement Plans, Finra, and Series 6.
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