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Casey A Herron, 39Missoula, MT

Casey Herron Phones & Addresses

Missoula, MT   

Denver, CO   

1106 N Inland St, Spokane, WA 99224   

Milwaukee, WI   

2912 56Th Ave, Greeley, CO 80634    970-3399541   

Limon, CO   

Mentions for Casey A Herron

Casey Herron resumes & CV records

Resumes

Casey Herron Photo 35

Wealth Management Advisor

Location:
677 south Emerson St, Denver, CO 80218
Industry:
Financial Services
Work:
Jackson National Life Distributors, LLC since May 2009
Internal Wholesaler Registered Products
Core Financial Jan 2009 - Apr 2009
Financial Advisor
City of Evans Parks Department May 2007 - Jul 2007
Parks Maintenance
Education:
University of Northern Colorado 2005 - 2009
Boise State University 2004 - 2005
Boise State were the 2004 Western Athletic Champions in Football.
Skills:
Investments, Wealth Management, Mutual Funds, Retirement Planning, Alternative Investments, Portfolio Management, Fixed Annuities, Retirement, Financial Planning, Asset Allocation, Investment Strategies, Annuities, Financial Advisory, Microsoft Office, Iras, Qualified Retirement Plans, Retirement Plan Consulting, 529 Plans, Separately Managed Accounts, Etfs, Holistic Financial Planning, Personal Tax Planning, Roth Ira
Interests:
Concerts at Red Rocks
Snowboarding
Water Skiing
Snow Skiing
Volleyball at Wash Park
Hiking
Camping
Exercising
Mountain Biking
Wakeboarding
Certifications:
License 1534644
License 00110543-Ea
License 00001052-Ep
License 469746
License 184406
License 59491
License 5639973
License 328207
Chartered Financial Consultantâ® - Chfcâ®
Enrolled Agent - Ea
Enrolled Retirement Plan Agent - Erpa
Qualified Pension Administrator - Qpa
Qualified 401(K) Administrator - Qka
Certified Financial Plannerâ„¢ - Cfpâ®
Chartered Alternative Investment Analyst - Caia
Qualified Plan Financial Consultant - Qpfc
Series 66
Series 7
Series 63
Series 6
Washington Insurance Producer - Life, Disability, Variable Line
Level Ii Cfa Candidate
Certified Trust and Financial Advisor - Ctfa
Retirement Income Certified Professionalâ® - Ricpâ®
Chartered Life Underwriterâ® - Cluâ®
Casey Herron Photo 36

Casey Herron

Casey Herron Photo 37

Casey Herron

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