Bo Agan
Employer Retirement Plan Specialist - Enhancing Employer and Employee Financial Futures
- Role
- Employer Retirement Plan Specialist at Risk Strategies Company
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Bo Agan
Currently I help employers and employees create more opportunities for better retirement outcomes. My team helps create value by providing ERISA expertise including customized Investment Menus, advanced plan design and employee financial wellness. I started working with employer plans in 2014 and spent most of my career working in a BD/RIA model which involved coaching advisors on how to effectively thrive with employer plans. I maintain several Retirement Plan designations along with my Series 7, 24, and 66 licenses.
Experience
Employer Retirement Plan Specialist
Aug 2023 — Present
Education
Bellevue University
Master of Business Administration - MBA
2005 — 2006
The University of Texas at Arlington
Bachelor of Arts - BA, Psychology
1994 — 1999
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