Josh Mortenson

About Josh Mortenson

As a retirement plan sales professional for Principal®, I work closely with plan sponsors and financial professionals in the Twins Cities and Southern Minnesota to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education. At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with financial professionals, plan sponsors, and Third-Party Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non- Qualified, Defined Benefit and ESOP and Equity Compensation.Business-Building / Financial Professional Support Opportunities- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysis- Employee educationYou’re welcome to contact me at m••••••••@principal.com and thank you for visiting my LinkedIn page.Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal Life Insurance Co. Plan administrative services provided through Principal Life. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Josh Mortenson is not licensed in all states to offer securities and insurance products. Thissite is not a solicitation of interest in any of these products or service in any state which the registeredrepresentative is not properly skills list below does not imply licensure, training, or the ability to solicit products or services.

Experience

1. Senior Director - Retirement Solutions at Principal Principal Securities Registered Representative

   Principal Financial Group

   Sep 2015 — Present · Minneapolis, MN, US

Education

• Central College

  Bachelor of Arts (B.A.), Business Management- Human Resources emphasis

  1998 — 2002

Skills

• Sales Operations
• Series 63
• Mutual Funds
• Asset Allocation
• Retirement Planning
• Qualified Retirement Plans
• Finra
• Sales
• Series 7
• 401k
• Series 6
• Series 24
• Sales Management
• Series 66
• Retirement