bo agan
retirement plan consultant
About
14 years in the financial services industry with a heavy focus on Employer Retirement Plans in the last 8 years. I have worked as an financial advisor but now focus on helping advisors effectively manage ERISA Retirement Plans. Additionally, I help maintain ERISA compliance across a network of Broker Dealers. I maintain several Retirement Plan designations along with my Series 7, 24, and 66 licenses.
united states
omaha
financial services
microsoft office, customer service, microsoft excel, leadership, microsoft word, sales
Experience
investment consultant
td ameritrade
retirement plan consultant
ladenburg thalmann
Education
bellevue university
the university of texas at arlington
psychology
bo agan's Contact Information
Phone
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