Samuel Thompson
Senior Financial Planner at Wealth Enhancement Group
- Role
- Senior Financial Planner at Wealth Enhancement
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Samuel Thompson
With a collaborative, values-based approach to financial planning, I help individuals…
Experience
Senior Financial Planner
May 2021 — Present · Plymouth, MN, US
Education
The University of Texas at Austin
Bachelor of Arts (B.A.)
2002 — 2005
Skills
- Project Management
- Financial Planning
- Investments
- Strategic Financial Planning
- Series 63
- Series 7
- Wealth Management
- Customer Service
- Insurance
- Mutual Funds
- Social Media Marketing
- Finance
- Retirement Planning
- Securities
- Microsoft Office
- Sales
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