Brad Veldhorst
CERTIFIED FINANCIAL PLANNER™ Helping successful people plan more effectively
- Role
- Financial Planner at Northwestern Mutual
- Location
- Appleton-Oshkosh-Neenah, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brad Veldhorst
Our high net worth or high income earning clients work with us due to our focus around…
Experience
Financial Planner
May 2015 — Present
We provide direction and clarity to our clients financial lives. Our main objective when we meet someone is, getting them from point A to point B in the most efficient way possible.
Education
University of Wisconsin-Eau Claire
Bachelor of Business Administration (B.B.A.)
Skills
- Nonprofits
- Event Management
- Management
- Social Networking
- Spss
- Customer Service
- Teamwork
- Social Media
- Financial Analysis
- Life & Health Insurance Licenses
- Leadership
- Strategic Planning
- Time Management
- Retirement Planning
- Google Analytics
- Personal Financial Planning
- Microsoft Office
- Public Speaking
- Microsoft Crm
- Microsoft Excel
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