Jeremy Torgerson

Jeremy Torgerson

Chief Executive Officer @Nvest Advisors, Llc

Colorado Springs, CO, US
EMAILS
j••••••••@nvestadvisors.com
MOBILE NUMBERS
+19•••••••25

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WORK HISTORY

Jun 2011 — Present

Chief Executive Officer @Nvest Advisors, Llc

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CO, US

EDUCATION

N/A

University of the People

Bachelor of Business Administration - BBA, Business Administration and Management, General

N/A

University of the People

Master of Business Administration - MBA, Business Administration, Management and Operations

N/A

Rangeview HS

High School Diploma

SKILLS

Asset AllocationMutual FundsRisk ManagementPortfolio ManagementLong Term Care InsuranceRetirementStrategic Financial PlanningSeries 7Financial GoalsFinancial AnalysisSuccession Planning401k Rollovers401kWealth AccumulationSmall BusinessWealthAsset ManagementMicrosoft OfficeSalesManagementTeam BuildingBusiness DevelopmentWealth ManagementFinancial AdvisorySecuritiesPublic SpeakingEstate PlanningRetirement PlanningBudgetsLife InsuranceInvestmentsFinanceStrategic PlanningProject ManagementCustomer ServiceBusiness PlanningMarketingSales ManagementIrasLeadership Development

ABOUT JEREMY TORGERSON

As the CEO of nVest Advisors, LLC, I help working families and small businesses plan for their futures and manage their financial lives. As the owner of \"Think Like A Rich Guy\", I help you master your MINDSET.Whether you need a financial plan or investment help (or both), we do it! We’re fully fiduciary, fee-only, and don’t have minimum account sizes. We work locally in Denver, and virtually elsewhere. Let’s connect if we can help each other, but please don’t connect just to send a form-letter sales pitch.DISCLOSURE NOTICE:Jeremy Torgerson is an investment adviser representative with nVest Advisors, LLC, a registered investment adviser that does not provide tax or legal advice. Material presented herein is for informational use only by agents of existing and prospective customers of nVest Advisors, LLC, and is not a specific investment recommendation. nVest Advisors, LLC does not recommend specific investment advice without a signed service agreement with each client. This information may not be duplicated or redistributed without prior consent of nVest Advisors, LLC, and distribution or publication of this material does not represent a solicitation to complete a financial transaction with the firm. Though information was prepared from sources believed reliable, nVest Advisors, LLC, does not guarantee its accuracy or completeness.To comply with securities industry regulations, I cannot accept Reviews / Testimonials on this site.

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