Ken Thomason

Financial Advisor at Edward Jones Helping Clients Attain Their Financial and Non-Financial Goals

Role
Edward Jones
Location
Omaha, NE, US
LinkedIn followers
500 followers

About Ken Thomason

I am passionate about helping my clients as they pursue their financial goals - whether…

Experience

  1. Edward Jones

    Mar 2022 — Present

    Working with clients to assist them as they pursue their financial strategy and wealth strategy goals at all stages of life.Areas of focus include comprehensive financial strategies, retirement income strategies, wealth strategies, 401(k) options, portfolio reviews, college savings planning, estate and legacy strategies, insurance planning and intergenerational planning.

Education

  • The American College of Financial Services

    Chartered Leadership Fellow

    2011 — 2012

  • The American College of Financial Services

    Registered Employee Benefit Consultant

    2008 — 2008

  • The American College of Financial Services

    Chartered Financial Consultant

    2024 — 2024

  • The American College of Financial Services

    Registered Health Underwriter

    2006 — 2007

  • Bellarmine University

    Bachelor of Arts (BA)

    1980 — 1984

  • Louisville Male High School

    Diploma

    1977 — 1980

  • Webster University

    Master of Business Administration (MBA)

    1986 — 1988

Skills

  • Disability Insurance
  • Employee Benefits
  • Account Management
  • Leadership
  • Customer Service
  • Selling
  • Coaching
  • Insurance
  • Health Insurance
  • Budgets
  • Management
  • Team Building
  • Training
  • Marketing
  • Sales
  • Business Development
  • Assurance

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Ken Thomason — Edward Jones in Omaha, NE, US | Unifers