With work experience over 32 years, this professional is nowadays working at Independent Financial Group that is situated in None as a Wealth Manager and Business Owner. Tom received his education from 2009 to 2011 at the Canon Financial Institute. Tom is a proven expert, that is proven by qualifications : Certified Wealth Strategist and Cannon Financial Institute. This expert is located in Reno, Nevada. To contact directly Tom, you can search for their phone number or email or find additional info by requesting access to this professional's additional details on this website.
Name variants:
Thomas Otten
Last updated Jun 23, 2024
Contact Information
Workplace
Colleagues
Work History
Wealth Manager and Business Owner
Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial profe...
from Jan 2015
Senior Wealth Adviser-Portfolio Manager
Business owner, Portfolio Manager, Wealth Management advisory services
Nov 2009 — Dec 2014
Senior Vice President-Investments
Investment management of client assets, alternative investments, CTA
Mar 1989 — Nov 2005
Pilot
Professional pilot and flight instructor Airline Transport Pilot (ATP)
Aug 1977 — Dec 1979
Education
Occupations
Executive
Owner
Manager
Representative
Partner
Sales Specialist
Agent
Sales Agent
Financial Broker
Portfolio Manager
Chief Executive
Operations Manager
Sales Representative
Investment Analyst
Financial Analyst
Skills
Wealth Management
Investments
1031 Exchanges
Equities
Financial Services
Portfolio Management
Long Term Care
Financial Planning
Securities
Investment Advisory
Asset Allocation
Strategic Financial Planning
Estate Planning
401K Rollovers
Finance
Asset Management
Retirement
Retirement Planning
Alternative Investments
401K
Small Business
Asset Managment
401K Plans
Complex Insurance Issues
Pilot
Individual Stocks
Corporate and Municipal Bonds
Mutual Funds
Non Traded Reits
FAQs about Tom Otten
What is the profession of Tom Otten?
This professional's job is Wealth Manager and Business Owner
What jobs is Tom Otten a professional at?
The expert is proficient at Executive and Owner jobs.
Where does Tom Otten currently live?
Reno, Nevada is the place where Tom Otten lives
How many companies did Tom Otten work at?
The professional worked at six jobs.
Where has Tom Otten studied?
Tom studied at the Canon Financial Institute from 2009 to 2011.
Are there any certifications, that Tom Otten has?
This expert received the following certifications: Certified Wealth Strategist and Cannon Financial Institute.
Are there any industries, that Tom Otten is connected to?
Tom works in Investment Management industry.
Are there any skills Tom Otten has?
This person has skills in the following areas: Wealth Management, Investments, 1031 Exchanges, Equities, Financial Services, Portfolio Management, Long Term Care, Financial Planning, and Securities.