Jordan Truttschel
Independent Wealth Adviser @Atlas Wealth Advisers
Madison, WI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2013 — Present
Independent Wealth Adviser @Atlas Wealth Advisers
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Madison, WI, US
SKILLS
Long-Term CareCustomer ServicePersonal Financial PlanningFiduciary StandardsRetirement PlanningInsuranceInvestment Advisory ServicesFinancial AnalysisPowerpointLife InsuranceRoth IraSmall BusinessVariable Universal Life Insurance401k RolloversSimple Ira
ABOUT JORDAN TRUTTSCHEL
Experienced Independent Financial Advisor with a demonstrated history of working in the…
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