Jon Maertz
Senior Plan Advisor at NFP Retirement Division
- Role
- Senior Plan Advisor at Wealthspire Retirement Advisory
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jon Maertz
Enhancing corporate 401(k)/retirement and executive benefit programs. Working with…
Experience
Senior Plan Advisor
Wealthspire Retirement Advisory
Aug 2019 — Present
Responsible for developing and providing advisory services to corporate retirement plan clients and their participants. These services include providing fiduciary oversight, assistance with their fiduciary governance process, leadership with investment management, participant education and wellness, and overall plan health and design initiatives.
Education
Southwest Minnesota State University
BBA - Business Administration
Luther Preparatory School
High School Diploma
Wisconsin Lutheran College
Bachelors of Business Administration
Skills
- Insurance
- Investment Strategies
- Pensions
- Institutional Consulting
- Series 7
- Behavioral Finance
- Erisa
- Asset Allocation
- Mutual Funds
- Napa
- Analysis
- Investment Management
- Leadership
- Dol
- Financial Wellness
- 401(K) Retirement Savings Plans
- Employee Benefits
- Retirement Planning
- Finra
- Financial Advisory
- Uniform Combined State Law
- Financial Services
- Crm
- Retirement
- Asppa
- Finance
- Series 66
- Corporate Benefits
- Fiduciary Governance
- Investments
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