Scott B. Wirtz

CERTIFIED FINANCIAL PLANNER™ Professional at Financial Designs

Role
Certified Financial Plannertm Professional and Partner at Wealth Enhancement
Location
Cedar Falls, IA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Certified Financial Plannertm Professional and Partner

    Wealth Enhancement

    Sep 2017 — Present · Cedar Falls, IA, US

    Financial Designs is committed to providing businesses and individuals with tools and support in working towards the realization of your financial goals.Offering a wide variety of financial products and services, our network of affiliates allows us to offer a range of retirement products and benefit plans, as well as life and health insurance products for both groups and individuals. Our fully staffed office is always happy to assist you with questions, filing claims and documents to help you make the most of your insurance and retirement benefits. We work hard to educate you on the many different ways to structure a retirement package, so that you can maximize the benefit to you and to your employees.As you navigate through life, consider me your financial wingman.Securities and Investment Advisory Services offered through L. M. Kohn & Company, a Registered Broker/Dealer, Member FINRA/ SIPC/ MSRB, 10151 Carver Rd, Suite 100, Cincinnati, OH 45242, 80••••••88

Education

  • University of Northern Iowa

    Bachelor of Arts

    1997 — 2002

  • Eastern Iowa Community College District

    Associate of Arts

    1994 — 1996

  • York College of Pennsylvania

    Public Administration

    1987 — 1992

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Scott B. Wirtz — Certified Financial Plannertm Professional and Partner at Wealth Enhancement in Cedar Falls, IA, US | Unifers