Heather Lindsley

Financial Advisor at Guided Path Financial Services & Retirement Planning

Role
Registered Representative at Woodmen Financial Resources
Location
Green Bay, WI, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Heather Lindsley

Your hopes and dreams are my priority. Whether you want to protect your family with life…

Experience

  1. Registered Representative

    Woodmen Financial Resources

    Jun 2013 — Present · Green Bay, WI, US

Education

  • Northeast Wisconsin Technical College

    Associates, Accounting

    1989 — 1991

Skills

  • 529 Plans
  • Long-Term Care
  • Personal Financial Planning
  • Medicare Part D
  • 401k Rollovers
  • College Savings Plans
  • Charitable Giving
  • Medicare Advantage
  • Roth Ira
  • Whole Life
  • Disability Insurance
  • Fixed Annuities
  • Social Security
  • Traditional Ira
  • Retirement Planning
  • Retirement Income Strategies
  • Equity Indexed Annuities
  • Retirement Solutions
  • Long Term Care Insurance
  • Term Life Insurance
  • Retirement Savings
  • Health Insurance
  • Life Insurance
  • Medicare Supplements
  • Company Benefits

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Heather Lindsley — Registered Representative at Woodmen Financial Resources in Green Bay, WI, US | Unifers