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Jeremy Bosch, Cfp® Email & Phone Number
President and CERTIFIED FINANCIAL PLANNER™
at
Wealth Logic, Inc.
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
President and CERTIFIED FINANCIAL PLANNER™
Location
Minneapolis, Minnesota, United States
Company size
Who is Jeremy Bosch, Cfp®? Overview
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Quick answer
Jeremy Bosch, Cfp® is listed as President and CERTIFIED FINANCIAL PLANNER™ at Wealth Logic, Inc., a with 4 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Jeremy Bosch, Cfp®.
Jeremy Bosch, Cfp® previously worked as President & CERTIFIED FINANCIAL PLANNER™ at Wealth Logic, Inc. and Financial Planner at Massmutual Central U.S.. Jeremy Bosch, Cfp® holds Bachelors, Business Management-Finance, Economics from University Of Minnesota Morris.
Company email context
Email format at Wealth Logic, Inc.
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Wealth Logic, Inc.
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Profile bio
About Jeremy Bosch, Cfp®
Phone: 612-492-9383 | Email: jbosch@financialguide.com | Text: 952-234-7346Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I offer total financial needs analysis through a network of experienced professionals with expertise in:• Investment Solutions• Retirement analysis and programs• Estate strategies• Employee benefits and retention services • Business continuation strategies • Trust servicesJeremy Bosch is a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402 (612) 333-1413.
Current workplace
Jeremy Bosch, Cfp®'s current company
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Wealth Logic, Inc.
4 roles
Jeremy Bosch, Cfp® work experience
A career timeline built from the work history available for this profile.
President & Certified Financial Planner™
CurrentOversee a thriving financial planning practice. Building and maintaining client relationships while accelerating the achievement of financial goals.
Jan 2019 - Present
Financial Planner
CurrentExperienced financial representative, creating exceptional results. Acquiring new skills, knowledge and strategies to assist clients.
Aug 2014 - Present
Financial Representative
100 lives club, consistent production through skilled prospecting and client acquisition.
Dec 2009 - Aug 2014
1 education record
Jeremy Bosch, Cfp® education
FAQ
Frequently asked questions about Jeremy Bosch, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jeremy Bosch, Cfp® work for?
Jeremy Bosch, Cfp® works for Wealth Logic, Inc..
What is Jeremy Bosch, Cfp®'s role at Wealth Logic, Inc.?
Jeremy Bosch, Cfp® is listed as President and CERTIFIED FINANCIAL PLANNER™ at Wealth Logic, Inc..
Where is Jeremy Bosch, Cfp® based?
Jeremy Bosch, Cfp® is based in Minneapolis, Minnesota, United States while working with Wealth Logic, Inc..
What companies has Jeremy Bosch, Cfp® worked for?
Jeremy Bosch, Cfp® has worked for Wealth Logic, Inc., Massmutual Central U.S., and Northwestern Mutual.
Who are Jeremy Bosch, Cfp®'s colleagues at Wealth Logic, Inc.?
Jeremy Bosch, Cfp®'s colleagues at Wealth Logic, Inc. include Zoe Zila and Sidney Mcclellan.
How can I contact Jeremy Bosch, Cfp®?
You can use AeroLeads to view verified contact signals for Jeremy Bosch, Cfp® at Wealth Logic, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jeremy Bosch, Cfp® attend?
Jeremy Bosch, Cfp® holds Bachelors, Business Management-Finance, Economics from University Of Minnesota Morris.
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