With work experience over 36 years, Sheldon J Harber is now working at Visionary Wealth Advisors situated in 104 as a Senior Wealth Manager. Sheldon received his education from 1975 to 1979 at the University of Missouri - Columbia. This person is a qualified professional, that is proven by qualifications : Cfp®, Csa, and College of Financial Planning, License 8550. This professional is located in Saint Louis, Missouri. To contact directly Sheldon, you can look for their phone or e-mail address or get exhaustive info by requesting access to this professional's additional details on this website.
Name variants:
Shelly Harber,
Shel Harber,
Don Harber
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 12, 2022
Email
sh**@assetstrategiesinc.com
Location
Saint Louis, MO
Company
Workplace
Colleagues
Work History
Senior Wealth Manager
1401 south Brentwood Blvd Suite 700 St, Louis, MO
I have been assisting clients with their financial planning needs since 1979.I focus on all types of investment management including IRA rollovers. I help clients with life,disability and lo...
from Jan 2016
President
501 west Schrock Rd SUITE 201, Westerville, OH 43081
I have more than 30 years experience as a trusted financial adviser who oversees an independent and objective environment at Asset Strategies in St. Louis Missouri. Our open architecture pla...
Dec 2005 — Dec 2015
Vice President
501 west Schrock Rd SUITE 201, Westerville, OH 43081
Jun 1979 — Dec 2005
Education
1975 — 1979
1967 — 1969
1963 — 1966
1962 — 1963
Occupations
Executive
Manager
Planner
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Chairperson
Financial Broker
Financial Adviser
Operations Manager
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Skills
Alternative Investments
Estate Planning
Financial Advisory
Retirement Plan Distribution
Series 63
Retirement Savings
Retirement Income Strategies
Insurance
Veterans Benefits
Retirement Planning
Financial Planning
Retirement Income
Iras
Investments
Wealth Preservation
Investment Advisory
Roth Ira
Asset Allocation
Split Dollar
Asset Managment
Asset Protection
Wealth Management
Mutual Funds
Socially Responsible
Charitable Giving
Investment Strategies
Wealth Accumulation
Asset Management
Risk Management
College Savings Plans
Socially Responsible Investing
Esop
Deferred Compensation
401 K Rollovers
Long Term Care
Disability Insurance
Investment Planning
College Funding Strategies
Long Term Care Insurance
Series 24
401K Rollovers
Insurance Planning
Elder Care
Portfolio Strategy
Retirement Plan
College Funding
Medicaid Planning
Series 7
Employee Benefits
Securities
Investment Management
FAQs about Sheldon J Harber
What is the main profession of Sheldon J Harber?
Sheldon J Harber is a Senior Wealth Manager.
What are the main profession of The expert?
These person's professions are Executive and Manager
Where is Sheldon J Harber currently located?
Sheldon J Harber is located in Saint Louis, Missouri.
Does the professional have the email address?
sh**@assetstrategiesinc.com is The professional's email address.
Where did Sheldon J Harber work?
The expert worked at Visionary Wealth Advisors, Asset Strategies Group, Llc.
What education does Sheldon J Harber have?
Sheldon studied at the University of Missouri - Columbia from 1975 to 1979.
Are there any certifications, that Sheldon J Harber has?
Sheldon received the following certifications: Cfp®, Csa, College of Financial Planning, License 8550, and License 8550.
What is the industry that Sheldon J Harber is connected to?
This professional works in Financial Services industry.