Craig Pfeifer
Assistant General Agent
- Role
- Investment Advisor Representative at Knights Of Columbus Asset Advisors
- Location
- Madison, NE, US
- LinkedIn followers
- 500 followers
About Craig Pfeifer
As a Field Agent, I have a passion for helping families understand their finances.I want…
Experience
Investment Advisor Representative
Knights Of Columbus Asset Advisors
Mar 2021 — Present
I provide ongoing investment advisory services to retail investors pursuant to asset allocation “strategies” based on our asset allocation methodology.
Education
Bellevue University
Master of Business Administration (MBA), Business Administration and Management, General
2008 — 2011
The American College of Financial Services
FInancial Services Certified Professional, Finance, General
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Business Administration and Management, General
2002 — 2006
Skills
- Insurance
- Term Life Insurance
- Long-Term Care
- Personal Financial Planning
- Needs Analysis
- Wealth Management Services
- Disability Insurance
- Key Person Insurance
- Iras
- Budgets
- Life Insurance
- Wealth Accumulation
- Whole Life Insurance
- Retirement Savings
- Customer Service
- Employee Benefits
- Underwriting
- Sales
- Financial Planners
- Traditional Ira
- Investments
- Health Insurance
- Long Term Care Insurance
- Estate Preservation
- 401k Rollovers
- Wealth Management
- Savings
- Risk Management
- Fixed Annuities
- Critical Illness
- Small Business
- Permanent Life Insurance
- Licensed Life Insurance Agent
- Universal Life
- Roth Ira
- Financial Planning
- Whole Life
- General Insurance
- Guaranteed Lifetime Income
- Management
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