Chris Rosendahl, CLTC®

Financial Professional at Penn Mutual South
  • Claim this Profile
Contact Information
Location
Baton Rouge, Louisiana, United States, US

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Certified in Long Term Care (CLTC)
    Certification for Long-Term Care
    May, 2020
    - Sep, 2024
  • FINRA Series 63
    FINRA (Financial Industry Regulatory Authority)
    May, 2018
    - Sep, 2024
  • FINRA Series 6
    FINRA (Financial Industry Regulatory Authority)
    Apr, 2018
    - Sep, 2024
  • Licensed Life, Accident, & Health Insurance Agent
    Louisiana Department of Insurance
    Mar, 2018
    - Sep, 2024

Experience

    • United States
    • Financial Services
    • Financial Professional
      • Mar 2023 - Present

      My background is in computers and information technology; my college degree is in business with an emphasis on computing and networks. In the early 2000s, I was introduced to Dave Ramsey and his teachings about the behavior of money and was attracted to the power of debt elimination and building long-term wealth. In 2009, I became a financial coach and helped people create a debt-elimination plan and budget their money. I also helped my clients teach their children about how to effectively handle money. Now as a financial professional, I am now able to positively impact more people than I could have done before as a coach. While I enjoy working with computers and using technology to help my clients, my true love is in working with people and learning about their lifelong aspirations. Nowadays, I help small business owners and families reach their financial goals. As an expert in providing tailored financial plans for families and small business owners, my top priority is to help you achieve financial security by overcoming the unique challenges you face and reaching your financial goals. With a focus on education and by leveraging the right products and services, I am committed to delivering a comprehensive plan that will pave the way towards a more secure future for you, your family, and your business. Show less

    • Technology Guru
      • Mar 2010 - Present

      Specializing in helping clients with hardware/software repair. Showing clients how to use internet marketing (websites, Search Engine Optimization, social media) and internet tools to enhance the marketing and productivity in their business and personal life. Assisting clients with smart phone issues including email setup and general usage tips. Specializing in helping clients with hardware/software repair. Showing clients how to use internet marketing (websites, Search Engine Optimization, social media) and internet tools to enhance the marketing and productivity in their business and personal life. Assisting clients with smart phone issues including email setup and general usage tips.

    • United States
    • Investment Management
    • Financial Associate at Thrivent Financial
      • Mar 2018 - Feb 2023

      Thrivent is a not-for-profit, Fortune 500 financial services membership organization helping more than 2 million member-owners achieve financial security and give back to their communities. Thrivent and its affiliates offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance and more. As a not-for-profit organization, Thrivent creates and supports national outreach programs and activities that help congregations, schools, charitable organizations and individuals in need. For more information, visit Thrivent.com.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Show less

    • United States
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Financial Coach
      • Sep 2009 - Jun 2018

      I trained with Dave Ramsey and his organization in late 2009 and soon after started Rosendahl Financial Coaching. I've worked for many businesses and didn't have much business experience, but I knew that owning my own business would be the best way to help people that needed it. I am now one of Dave Ramsey's Throughout this process, I've read books, taken classes, and gotten input from people who have done what I want to do. As a financial coach, I educate people on how to handle their money with a specific plan in order to provide information and inject hope. My clients learn how to live within their means so that they can fulfill their specific financial goals in order to live debt free and over time build sustainable wealth. Show less

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • CSR/Sales Representative
      • Aug 2006 - Sep 2009
    • United States
    • Retail Groceries
    • 1 - 100 Employee
    • Stock
      • Nov 2005 - Dec 2006

      This was a great part-time job that I used to pay off student loan, credit card, and auto loan debt and then build up our emergency fund. This was a great part-time job that I used to pay off student loan, credit card, and auto loan debt and then build up our emergency fund.

    • Ireland
    • Construction
    • Network Technician
      • Oct 2005 - Aug 2006
    • Mexico
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Flow Team
      • Dec 2004 - Nov 2005
    • United States
    • Retail Office Equipment
    • 1 - 100 Employee
    • Digital Services Training Engineer
      • Jul 2004 - Nov 2004
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Network Technician
      • Oct 2002 - Apr 2003
    • United States
    • Insurance
    • Network Service Facilitator
      • Aug 2002 - Oct 2002
    • United States
    • Education Management
    • 500 - 600 Employee
    • CNT Chairperson/Instructor
      • Jul 2000 - Apr 2002
    • United States
    • Higher Education
    • 700 & Above Employee
    • User Analyst 1
      • Sep 1999 - May 2000

Education

  • Louisiana Tech University
    B.S., Business, Management Information Systems
    1992 - 1997

Community

You need to have a working account to view this content. Click here to join now