Drew Hunn
401(k) Plan Consultant
- Role
- Associate Wealth Management Advisor at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Drew Hunn
Drew Hunn is a Partner and Director of Retirement Plan Services at Socium Advisors, where…
Experience
Associate Wealth Management Advisor
Mar 2010 — Present · Milwaukee, WI, US
Education
Marquette University
Bachelor of Science (B.S.), Finance, Economics
2000 — 2004
The American College of Financial Services
Chartered Life Underwriter (CLU), Insurance Planning, Investments, Retirement Needs, Planning for Business Owners, Taxation
2007 — 2009
Skills
- Retirement
- 401k Rollovers
- Long Term Care Insurance
- Disability Insurance
- Small Business Retirement Planning
- Fixed Annuities
- Qualified Retirement Plans
- Life Insurance
- 401k
- Retirement Plan Consulting
- Investments
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