Sandy Bawolek
Financial Representative, Principal Securities Registered Representative
- Role
- Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sandy Bawolek
Putting together a plan to help meet your financial objective doesn\'t have to be a chore.…
Experience
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Jul 2018 — Present
Education
Alexander Hamilton High School, Milwaukee, WI
Office Education Co-Op Program
The American College
CLF, Insurance and Financial Services
2012 — 2013
UW-Whitewater
Bachelor of Business Administration
Skills
- Term Life Insurance
- Asset Allocation Analysis
- Buy-Sell Agreements
- Business Continuation Strategies
- Retirement Plans
- Salary Continuation
- Pension Plans
- Iras (Traditional & Roth)
- Asset Allocation
- Mutual Funds
- Sep Ira
- Simple Ira
- Annuities (Fixed & Variable)
- Traditional Iras
- Disability Income Insurance
- Income Protection
- Survivor Income
- 401(K), 403(B),Sep & Simple Iras
- 403(B)
- Series 7
- Asset Allocation Analytics
- Executive Benefits Strategies
- 529 Plans
- Estate Planning
- College Funding Strategies
- Fixed Annuities
- 401 (K), 403 (B), Sep & Simple Iras
- Informal Business Valuation
- Supplemental Retirement Income
- Variable Annuities
- Business Overhead Expense
- Charitable Giving
- Life Insurance (Term, Universal, Whole)
- Annuities (Variable & Fixed)
- Universal Life Insurance
- Wealth Accumulation
- Financial Needs Analysis
- Retirement Account Reviews
- Deferred Compensation Plans
- Brokerage Accounts
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