Curt Wagner

Vice President | Regional Insurance Strategist - U.S. Bank Private Wealth Management

Role
Vice President Regional Insurance Strategist at U.S. Bank
Location
Minneapolis, MN, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Curt Wagner

Experienced and successful sales professional with a extensive history of working in the…

Experience

  1. Vice President Regional Insurance Strategist

    U.S. Bank

    Apr 2020 — Present · Minneapolis, MN, US

    Partner with US Bank Private Wealth Management advisors to help guide their high net worth families and business owner clients to enhanced planning outcomes.

Education

  • The American College

    Chartered Life Underwriter(CLU)

  • University of St. Thomas

    BA

Skills

  • Retirement Planning
  • Financial Planners
  • 401k
  • Mutual Funds
  • Financial Advisory
  • Series 63
  • Retirement
  • Financial Services
  • Strategic Financial Planning
  • Disability Insurance
  • Estate Planning
  • Public Speaking
  • Coaching
  • Life Insurance
  • Long-Term Care
  • Series 7
  • Employee Benefits
  • Relationship Management
  • Insurance

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Curt Wagner — Vice President Regional Insurance Strategist at U.S. Bank in Minneapolis, MN, US | Unifers