Seth Tracy
Partner and Private Wealth Advisor for Harrison Financial Services | CFP®, CPWA®, CLU®, ChFC® | Purpose Driven Financial Strategist | Forming Long-Term Relationships
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Seth Tracy
As a Wealth Management Advisor with Harrison Financial Services, we offer high quality…
Experience
Wealth Management Advisor
Dec 1997 — Present
Education
University of South Dakota
Business Administration, Marketing
1993 — 1997
Skills
- Insurance
- Process Improvement
- Management
- Wealth Management
- Portfolio Management
- Investments
- Strategic Planning
- Financial Planning
- Strategic Financial Planning
- Retirement Planning
- Budgets
- Financial Analysis
- Finance
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