Bryan Wirtz is a highly qualified professional, that works in Highland Capital Brokerage main office of which is in 144. on the position of Senior Advisor Consultant at Highland Capital Brokerage since 2018. This expert has earned professional experience in more than seven positions at various companies. Bryan Wirtz went to the College For Financial Planning and was studying there from 2009 to 2009. This professional has professional qualifications: Accredited Wealth Management Advisor. Grand Rapids, Michigan is the area, where this person was known to live. This expert's email address and phone number are easily accessed through SoftwareOfficial on demand.
Name variants:
Brian Wirtz
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 5, 2022
Email
bw**@usafinancial.com
Location
Grand Rapids, MI
Company
Workplace
Senior Advisor Consultant at Highland Capital Brokerage
Industry
Insurance
Colleagues
Work History
Senior Advisor Consultant at Highland Capital Brokerage
3535 Grandview Pkwy SUITE 600, Birmingham, AL 35243
from Nov 2018
Senior Advisor Consultant
1608 Village Market Blvd southeast, Leesburg, VA 20175
Coach and consultant to advisors nationwide in business strategics to help identify their vision for developing and growing their practice. Recommend methods for implementing new client appo...
from Nov 2018
Wealth Management Advisor
Michigan
Work as a Wealth management Advisor and Consultant for Business Owners, Medical Groups, and Non Profit Education. I am a volunteer presenter for M.A.R.S.P, conducting pension and retirement ...
Jan 2012 — Nov 2015
Wealth Management Advisor, Registerd Representative
2920 south 84Th St, Lincoln, NE 68532
Responsible for leading and achieving agencies financial services goal, account growth, and client retention. Served as the primary coach and Financial sales leader for three agencies.
Jun 2007 — Nov 2011
Rpcg, Relationship Management
38 Fountain Square Plz, Cincinnati, OH 45201
Nov 2004 — Apr 2007
Relationship Manager
270 Park Ave, New York, NY 10010
The primary Relationship Manager for two Branches. Responsible for sales goals in the bank and investment channel.
Sep 2003 — Nov 2004
Education
2009 — 2009
1999 — 2002
1997 — 1999
Occupations
Counselor
Senior Advisor
Accountant
Finance and Accounting Specialist
Sport Trainer
Sports Trainer
Advisor
Accounting Bookkeeper
Bookkeeper
Sports Trainers
Skills
Business Development
Exceed Sales Goals
Sales Presentations
Sales Management
Retirement Plan Consulting
Sales Coaching
Relationship Management
Territory Management
Consulting
Wealth Management
Portfolio Management
Cross Functional Team Leadership
Wealth Preservation Planning
Multi Generational Wealth Transfer
College Education Planning
403 B
Retirement Planning
Pension Funds
Marketing
Mentoring
Wholesale
Account Management
New Business Development
Coaching
Employee Training
Public Speaking
Territory Growth
Team Leadership
Investment Education
Series 7
Series 63
Nonprofits
Series 65
Life Insurance
Investment Advisory
Investments
Asset Management
Insurance
Mutual Funds
Sales
Sales Process
Leadership
Sma
Tamp Platforms
Rias
Indexed Annuities
Institutional Sales
Coaching and Mentoring
Linkedin
Seperately Managed Accounts
Money Managers
FAQs about Bryan Wirtz
What is the main profession of Bryan Wirtz?
This professional's job is Senior Business Development Consultant
What jobs is Bryan Wirtz a professional at?
Bryan Wirtz is a professional such jobs as Counselor.
Where is Bryan Wirtz currently located?
Bryan is currently located in Grand Rapids, Michigan.
Does Bryan have the email address?
bw**@usafinancial.com is Bryan's email address.
How many companies did Bryan Wirtz work at?
Bryan Wirtz worked at seven jobs.
Where has Bryan Wirtz studied?
Bryan studied at the College For Financial Planning from 2009 to 2009.
What are the certifications of Bryan Wirtz?
The professional received the following certifications: Accredited Wealth Management Advisor.
What is the industry that Bryan Wirtz worked in?
Bryan works in Financial Services industry.