Tyler Braun

Director of Financial Planning @The Tranel Financial Group

Libertyville, IL, US
EMAILS
t•••••@thetranelfinancialgroup.com
MOBILE NUMBERS
+18•••••••50

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WORK HISTORY

Feb 2024 — Present

Director of Financial Planning @The Tranel Financial Group

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Libertyville, IL, US

As Director of Financial Planning, I oversee the financial planning division, ensuring that all advisory services align with the firm\'s strategic goals and regulatory standards. I lead a team of advisors, spearheading initiatives to improve service delivery, implement innovative planning solutions, and optimize client experiences. My focus is on advancing the firm\'s financial planning offerings, fostering professional growth among advisors, and enhancing the overall client engagement process.

EDUCATION

2002 — 2006

Black Hawk High School

High School Diploma

2006 — 2010

University of Wisconsin-Whitewater

Business

2010 — 2010

Kaplan University

FINRA Series 7, 63 & 65 Securities Licence

SKILLS

Strategic PlanningNetworkingPowerpointMicrosoft ExcelManagementTeam BuildingLeadershipPublic SpeakingEvent PlanningCustomer ServiceTime ManagementMicrosoft OfficeSalesStrategic Financial PlanningFinanceProject PlanningLeadership DevelopmentInvestmentsMicrosoft WordTeam Leadership

ABOUT TYLER BRAUN

As a Financial Advisor at The Tranel Financial Group, I’m passionate about creating…

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