Curtis Malone
I\'ve made it my business to know everything you need to know about retirement.
- Role
- Vice President of Wealth Management at LPL Financial
- Location
- Dallas County, IA, US
- LinkedIn followers
- 500 followers
About Curtis Malone
Helping people pursue their goals and aspirations is my inspiration. Whether a…
Experience
Vice President of Wealth Management
May 2022 — Present · West Des Moines, IA, US
I\'ve made it my business to know everything you need to know about retirement. I help people navigate the path to and through retirement.
Education
Kirkwood Community College
A.A, Business
1997 — 2001
The University of Iowa Tippie College of Business
B.B.A., Finance
1999 — 2002
Drake University
Masters Non-Degree, Masters of Accounting
2007
College for Financial Planning
Chartered Retirement Planning Counselor
2017 — 2017
The University of Iowa Tippie College of Business
MBA, Business / Marketing / Accounting
2005 — 2008
Skills
- Marketing
- Series 63
- Fixed Annuities
- Variable Annuities
- Leadership
- Wholesaling
- Iras
- Managed Accounts
- Roth Iras
- Stocks/Bonds
- Public Speaking
- Investments
- Financial Management
- Financial Services
- Management Accounting
- Life Cycle Planning
- Sales
- Management
- Finra
- Trusts
- Annuities
- Brand Management
- Selling
- Marketing Strategy
- Series 66
- Mutual Funds
- Access
- Series 7
- Underwriting
- Life Insurance
- Training
- Education Planning and Funding
- Salesforce.com
- College Savings Plan
- Cold Calling
- Insurance Services
- Retirement Planning Services
- Relationship Management
- Ms Excel Pivot Tables
- 401k Rollovers
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