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@twowestadvisors.com
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Tim Jansen, Cfp ®, Qka, Qpfc is listed as Plan Consultant at Two West Advisors at Two West Advisors, a with 15 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at twowestadvisors.com and a matched LinkedIn profile for Tim Jansen, Cfp ®, Qka, Qpfc.
Tim Jansen, Cfp ®, Qka, Qpfc previously worked as Plan Consultant at Two West Advisors and Manager, FAST Financial Planning and Retirement Plan Sales at Waddell & Reed. Tim Jansen, Cfp ®, Qka, Qpfc holds Bachelors Of Business Administration, Finance & Economics from The University Of Kansas.
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AeroLeads found 1 current-domain work email signal for Tim Jansen, Cfp ®, Qka, Qpfc. Compare company email patterns before reaching out.
I serve as a resource to plan sponsor clients for investments, ERISA compliance, plan design, and service provider management. I help facilitate retirement plan participant education meetings and utilize the knowledge gained through attaining my CFP(R) and subsequent experience to help individuals meet their retirement income goals.
Listed skills include 401K, Pensions, Retirement Plans, Retirement Planning, and 13 others.
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Overland Park, Ks
I serve as a resource to plan sponsor clients for investments, ERISA compliance, plan design, and service provider management. I help facilitate retirement plan participant education meetings and utilize the knowledge gained through attaining my CFP(R) and subsequent experience to help individuals meet their retirement income goals.
Shawnee Mission, Ks
Supervised a team of sales support professionals with the focus of helping financial advisors increase their revenue in the areas of financial planning and retirement plan sales. Consultation was provided via inbound and outbound calls, group WebEx’s, and live presentations. Created sales training content in the form of WebEx presentation, White Papers, prospecting ideas, and public approved marketing content.
Leawood, Ks
Helped companies design their retirement plan to suit their unique needs and complement business goals. Consulted with employers in the following areas; retirement plan design, plan oversight and compliance, fee analysis, vendor searches, investment policy and monitoring, and participant education and advice.
Shawnee Mission, Ks
Provided sales support to financial advisors with the focus of increasing retirement plan sales through inbound and outbound calls, group WebEx’s, and live presentations. Created sales training content in the form of WebEx presentation, White Papers, Prospecting Ideas, and public approved marketing content.
Kansas City, Mo
Provided financial advisor service and support. Monitored and approved complex stock option orders entered online by clients through the website. Supervised a team of call center associates.
Overland Park, Ks
Provided sales support and client report preparation for clients of the firm.
Other employees you can reach at twowestcompanies.com. View company contacts for 15 employees →
Bryan Montemurro, Cfp®
Colleague at Two West AdvisorsKansas City Metropolitan Area, United States
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Mike Curran, Aif, Cpfa
Colleague at Two West AdvisorsOverland Park, Kansas, United States
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Stephanie Smith
Colleague at Two West AdvisorsKansas City, Missouri, United States
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Chris Ratigan
Colleague at Two West AdvisorsOverland Park, Kansas, United States
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Andrew Mich Cfp®, Qpa
Colleague at Two West AdvisorsOverland Park, Kansas, United States
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Kyle Harris
Colleague at Two West AdvisorsCharlotte, North Carolina, United States
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Quick answers generated from the profile data available on this page.
Tim Jansen, Cfp ®, Qka, Qpfc works for Two West Advisors.
Tim Jansen, Cfp ®, Qka, Qpfc is listed as Plan Consultant at Two West Advisors at Two West Advisors.
AeroLeads has found 1 work email signal at @twowestadvisors.com for Tim Jansen, Cfp ®, Qka, Qpfc at Two West Advisors.
Tim Jansen, Cfp ®, Qka, Qpfc is based in Overland Park, Kansas, United States while working with Two West Advisors.
Tim Jansen, Cfp ®, Qka, Qpfc has worked for Two West Advisors, Waddell & Reed, Bukaty Companies, H&R Block Financial Advisors, and Searcy Financial Services, Inc..
Tim Jansen, Cfp ®, Qka, Qpfc's colleagues at Two West Advisors include Bryan Montemurro, Cfp®, Mike Curran, Aif, Cpfa, Stephanie Smith, Chris Ratigan, and Andrew Mich Cfp®, Qpa.
You can use AeroLeads to view verified contact signals for Tim Jansen, Cfp ®, Qka, Qpfc at Two West Advisors, including work email, phone, and LinkedIn data when available.
Tim Jansen, Cfp ®, Qka, Qpfc holds Bachelors Of Business Administration, Finance & Economics from The University Of Kansas.
Tim Jansen, Cfp ®, Qka, Qpfc is listed with skills including 401K, Pensions, Retirement Plans, Retirement Planning, Retirement, Ira'S, Mutual Funds, and Financial Planning.
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