Ben Schow
Valmark Securities / Coordinated Planning
- Role
- Service Associate at Valmark Financial Group
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Experience
Service Associate
Aug 2024 — Present · Omaha, NE, US
Living in Omaha, my job as Service Associate for Coordinated Planning consists of all back-office tasks under the umbrella of investments, insurance, and estate planning. My current focus is investment concepts and assisting our advisors with compliance and financial processing. Working with our agricultural estate planning clients, I’m in charge of data collection and initial planning based on our clients’ goals.
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