Will Wittler
Financial Advisor at inSOURCE Financial Advisors
- Role
- Financial Advisor at Insource Financial Advisors
- Location
- Lincoln, NE, US
- LinkedIn followers
- 500 followers
About Will Wittler
I advise, educate, develop & implement financial plans & strategies to help clients achieve their short, medium & long-term objectives. Typically my clients are family oriented individuals & couples from age 30-65. My clients are usually active in their community & often small business owners.The most common occupation among my clients are farmers and related-agribusiness. The fastest growing segment is single women over 50.Specialties: Investment selection, Income & Asset Protection, Service that exceeds expectations.
Experience
Financial Advisor
Jul 2019 — Present · Lincoln, NE, US
Education
University of Nebraska-Lincoln
Bachelor of Science in Agricultural Science & Natural Resources, Agribusiness & Agricultural Economics
1995 — 1999
Skills
- Fixed Annuities
- Financial Advisory
- 401k
- Series 7
- Portfolio Management
- Securities
- Retirement
- Strategic Financial Planning
- Investments
- 401k Rollovers
- Iras
- Financial Planning
- Investment Advisory
- Asset Allocation
- Banking
- Mutual Funds
- Investment Strategies
- Insurance Planning
- Financial Services
- Life Insurance
- Finance
- Wealth Management
- Financial Planners
- Retirement Planning
- Finra
- Disability Insurance
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.