Prudence A. Harker

Prudence A. Harker Email and Phone Number

Certified Financial Planner Professional @ LifeCircle
Prudence A. Harker's Location
Beloit, Wisconsin, United States, United States
Prudence A. Harker's Contact Details

Prudence A. Harker work email

Prudence A. Harker personal email

n/a
About Prudence A. Harker

Prudy is President of LifeCircle®, a financial, retirement and benefits planning firm that also provides insurance, investment and wealth management services to small business owners, professionals, and executives locally and in the Midwest. She is an author and public speaker on financial planning, insurance and professional insurance practice. She has completed the NAHU, Market Place PPACA and RHU Certification Course.Prudy holds the designations of CFP, CLU, ChFC, & RHU: Registered Health Underwriter, Certified Financial Planning professional, Chartered Life Underwriter, and Chartered Financial Consultant. She is a member of the National and Wisconsin Health Underwriter associations (NAHU & WAHU), the Society of Financial Services Professionals (SFSP) of which she was a national director, the Association for Advanced Underwriting (AALU), the National and Wisconsin Association of Insurance and Financial Advisors (NAIFIA & WAIFIA) and a 32 year Life and Qualifying Member of the Million Dollar Round Table.Prior to entering the planning and financial services business Prudy’s professional background was in social work and administration. She was a Rock County Juvenile Probation Officer and a School Social Worker in the Loves Park, Illinois School District. She is a licensed independent Social Worker in the State of Wisconsin. She holds a Master’s Degree in Social Work (MSSW) from the University of Wisconsin and a B.A. from Beloit College.

Prudence A. Harker's Current Company Details
LifeCircle

Lifecircle

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Certified Financial Planner Professional
Employees:
20
Prudence A. Harker Work Experience Details
  • Lifecircle
    President
    Lifecircle Jan 1978 - Present
    Beloit, Wisconsin
    CA Insurance License #0B78518Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Retirement Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from Wharton School of the University of Pennsylvania. LifeCircle® is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
  • Harlem School District
    School Social Worker
    Harlem School District 1975 - 1978
    Loves Park, Illinois
    Provided school social work services to all grade levels and special education departments.
  • Rock County
    Juvenile Probation Officer
    Rock County 1966 - 1968
    Rock County, Wisconsin
    Juvenile probation officer for girls from Beloit, Wisconsin and surrounding areas.

Prudence A. Harker Skills

Retirement Planning Insurance Strategies And Services Annuity Services Long Term Care Planning Strategies Investment Advisory Services Wealth Management Financial Planning Customer Service Investment Planning And Services Estate Planning Strategies Insurance Planning Financial Strategies Risk Management

Prudence A. Harker Education Details

Frequently Asked Questions about Prudence A. Harker

What company does Prudence A. Harker work for?

Prudence A. Harker works for Lifecircle

What is Prudence A. Harker's role at the current company?

Prudence A. Harker's current role is Certified Financial Planner Professional.

What is Prudence A. Harker's email address?

Prudence A. Harker's email address is pr****@****ors.com

What schools did Prudence A. Harker attend?

Prudence A. Harker attended University Of Wisconsin-Madison, Beloit College.

What are some of Prudence A. Harker's interests?

Prudence A. Harker has interest in Charles, Chfc, Clu, Cfp, The Blackhawk Region United Way, The Kandu Industries Endowment Fund, Rhu She And Her Husband, Inc, The Beloit Memorial Hospital Foundation, The Beloit Health System Foundation.

What skills is Prudence A. Harker known for?

Prudence A. Harker has skills like Retirement Planning, Insurance Strategies And Services, Annuity Services, Long Term Care Planning Strategies, Investment Advisory Services, Wealth Management, Financial Planning, Customer Service, Investment Planning And Services, Estate Planning Strategies, Insurance Planning, Financial Strategies.

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