Josh Schaalma
Vice President - Investments, Financial Advisor @BMO Wealth Management - U.S.
Fond du Lac, WI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2017 — Present
Vice President - Investments, Financial Advisor @BMO Wealth Management - U.S.
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Fond du Lac, WI, US
EDUCATION
2004 — 2010
Milwaukee School of Engineering
Master of Science
1996 — 2001
University of Wisconsin-Platteville
Bachelor of Science
SKILLS
BondsStock MarketMutual FundsGeneral Securities Registered RepresentativeEducation Savings (529, Coverdell Esa)Series 7LeadershipBusiness Retirement Plans (401k, 403b, 457, Sep Ira's, Simple Ira's)Series 66Fixed Income InvestmentsAnnuitiesIndividual Retirment Accounts (Traditional Ira, Roth Ira)Insurance (Life, Health, Long Term Care)InvestmentsBudget Management
ABOUT JOSH SCHAALMA
Vice President - Investments, Financial Advisor at BMO Investment Services
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