Claire Herrmann

Associate Wealth Management Advisor at Ascend Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Olathe, Kansas, United States, US

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Credentials

  • Series 66
    FINRA Investor Education Foundation
    Dec, 2022
    - Nov, 2024
  • Series 7
    FINRA Investor Education Foundation
    Jan, 2022
    - Nov, 2024
  • Securities Industry Essentials (SIE)
    FINRA Investor Education Foundation
    May, 2021
    - Nov, 2024
  • Certified Professional, Life and Health Insurance Program (CPLHI)
    NIPR
    Jan, 2021
    - Nov, 2024

Experience

  • Ascend Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Wealth Management Advisor
      • Jul 2023 - Present

    • Associate Financial Representative
      • May 2021 - Jul 2023

    • Financial Planning Intern
      • May 2020 - May 2021

  • Kansas State University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Personal Financial Planning Student Recruiting Assistant
      • Jan 2020 - May 2021

      -Brainstorm creative ways of attracting students to the Personal Financial Planning major and minor -Provide support with recruiting students into the PFP major and minor -Establish connections with and present information about the major and minor at various student organizations -Brainstorm creative ways of attracting students to the Personal Financial Planning major and minor -Provide support with recruiting students into the PFP major and minor -Establish connections with and present information about the major and minor at various student organizations

  • First United Methodist Church, Manhattan
    • Manhattan, Kansas
    • Nursery Staff
      • Oct 2018 - May 2020

      Worked in the nursery with kids and also came in during the day to help set up for vacation bible school. Worked in the nursery with kids and also came in during the day to help set up for vacation bible school.

  • Off Broadway Shoe Warehouse
    • Retail
    • 100 - 200 Employee
    • Sales Associate/Cashier
      • Apr 2016 - May 2020

      -Coordinate with 2-3 coworkers to provide an efficient shopping environment for customers -Assist and adapt to customers' needs as requested -Operate the cash register and perform transactions with credit cards and cash -Coordinate with 2-3 coworkers to provide an efficient shopping environment for customers -Assist and adapt to customers' needs as requested -Operate the cash register and perform transactions with credit cards and cash

Education

  • Kansas State University
    Personal Financial Planning, Personal Financial Planning
    2017 - 2021

Community

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