John Liegl, CFA, CFP, CLU, ChFC
Investment Product Manager at Thrivent Mutual Funds- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA) charterholder
CFA InstituteAug, 2016- Nov, 2024 -
Series 7, Series 66
Financial Industry Regulatory Authority (FINRA)
Experience
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Thrivent Asset Management
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United States
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Investment Management
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1 - 100 Employee
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Investment Product Manager
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Jul 2019 - Present
Promoted to Investment Product Manager to oversee the management of nine Thrivent Equity Mutual and 16 Variable Equity Portfolios. In charge of creating and maintaining sales materials, sales concepts, and pitch books for the wholesaling team. Act as liaison between the portfolio managers of the Funds and the wholesaling staff to ensure timely updates, talking points, and competitive research.
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Regional Investment Consultant
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Apr 2018 - Jul 2019
Recruited to a territory to lead the distribution efforts within new distribution channels while maintaining the core channel for Thrivent Mutual Funds. Territory includes 3 states, 25 different Independent Broker/Dealers, RIA’s, and over 5,000 financial advisors.
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Counsel Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Apr 2017 - Apr 2018
Responsible for holistic planning, investment management, and relationship management for a 250 household and $60M financial planning book of business. Tasked with retaining, developing, and building client relationships while providing oversight and due diligence on 7 different portfolio models. Responsible for holistic planning, investment management, and relationship management for a 250 household and $60M financial planning book of business. Tasked with retaining, developing, and building client relationships while providing oversight and due diligence on 7 different portfolio models.
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CUNA Mutual Group
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United States
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Financial Services
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700 & Above Employee
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Regional Vice President
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Jan 2015 - Apr 2017
★ Leads the marketing of annuity products to a network of 1,500 independent financial advisors throughout a nine-state territory. ★ Travels throughout the territory to meet with advisors and close sales of annuities on sales calls. ★ Directs presentations showcasing the strength of the company as a strategic partner and the broad portfolio of annuities suiting the needs of each advisor's clients. ★ Navigated the territory through growth, capturing $9MM in deposits over one… Show more ★ Leads the marketing of annuity products to a network of 1,500 independent financial advisors throughout a nine-state territory. ★ Travels throughout the territory to meet with advisors and close sales of annuities on sales calls. ★ Directs presentations showcasing the strength of the company as a strategic partner and the broad portfolio of annuities suiting the needs of each advisor's clients. ★ Navigated the territory through growth, capturing $9MM in deposits over one year. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT CUNA MUTUAL GROUP CUNA Mutual Group offers insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™-branded consumer insurance products; and investment and retirement services to help credit unions and members achieve financial security and success.
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Regional Insurance Director - West
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Jan 2013 - Dec 2014
★ Oversaw life insurance sales throughout an eight-state West Coast territory, motivating advisors to sell CUNA Mutual index universal, whole life, and term life policies. ★ Boosted revenue through proactive marketing strategies, product education, training, seminars, and engagement with credit union advisors. ★ Improved regional performance to achieve the highest percentage increase in sales volume. ★ Increased territory revenue from $2.6MM to $5.1MM through effective… Show more ★ Oversaw life insurance sales throughout an eight-state West Coast territory, motivating advisors to sell CUNA Mutual index universal, whole life, and term life policies. ★ Boosted revenue through proactive marketing strategies, product education, training, seminars, and engagement with credit union advisors. ★ Improved regional performance to achieve the highest percentage increase in sales volume. ★ Increased territory revenue from $2.6MM to $5.1MM through effective marketing strategies focused on case studies and product differentiation. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT CUNA MUTUAL GROUP CUNA Mutual Group offers insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™-branded consumer insurance products; and investment and retirement services to help credit unions and members achieve financial security and success.
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Life Insurance Internal Wholesaler
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Jan 2011 - Dec 2012
★ Engaged in follow-up activities on behalf of an external sales force. ★ Addressed client questions, guided applicants through the process, and hosted informational webinars to develop leads. ★ Supported an assigned financial advisor, facilitating the closure of deals for life insurance. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT CUNA MUTUAL GROUP CUNA Mutual Group offers insurance and protection for credit unions, employees and members; lending solutions… Show more ★ Engaged in follow-up activities on behalf of an external sales force. ★ Addressed client questions, guided applicants through the process, and hosted informational webinars to develop leads. ★ Supported an assigned financial advisor, facilitating the closure of deals for life insurance. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT CUNA MUTUAL GROUP CUNA Mutual Group offers insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™-branded consumer insurance products; and investment and retirement services to help credit unions and members achieve financial security and success.
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SII Investments
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United States
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Financial Services
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1 - 100 Employee
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Trading Associate
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Mar 2010 - Dec 2010
★ Executed equity, mutual fund, options and fixed income transactions. ★ Responded to inquiries received from clients, registered representatives, and home office associates regarding trades, securities and administrative procedures. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT SII INVESTMENTS SII Investments, Inc. (SII) is an independent broker/dealer celebrating 45 years of excellence in financial services. Formerly known as SECURA Investments, the firm was… Show more ★ Executed equity, mutual fund, options and fixed income transactions. ★ Responded to inquiries received from clients, registered representatives, and home office associates regarding trades, securities and administrative procedures. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT SII INVESTMENTS SII Investments, Inc. (SII) is an independent broker/dealer celebrating 45 years of excellence in financial services. Formerly known as SECURA Investments, the firm was founded in 1968. In the mid-1990s, two SECURA representatives and one home office employee purchased the firm. They focused SII on its niche - providing outstanding service to successful advisors. Eight years after becoming an independent broker/dealer, SII affiliated with Prudential plc, providing us the stability and financial backing of one of the world's leading financial services groups. Show less ★ Executed equity, mutual fund, options and fixed income transactions. ★ Responded to inquiries received from clients, registered representatives, and home office associates regarding trades, securities and administrative procedures. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT SII INVESTMENTS SII Investments, Inc. (SII) is an independent broker/dealer celebrating 45 years of excellence in financial services. Formerly known as SECURA Investments, the firm was… Show more ★ Executed equity, mutual fund, options and fixed income transactions. ★ Responded to inquiries received from clients, registered representatives, and home office associates regarding trades, securities and administrative procedures. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT SII INVESTMENTS SII Investments, Inc. (SII) is an independent broker/dealer celebrating 45 years of excellence in financial services. Formerly known as SECURA Investments, the firm was founded in 1968. In the mid-1990s, two SECURA representatives and one home office employee purchased the firm. They focused SII on its niche - providing outstanding service to successful advisors. Eight years after becoming an independent broker/dealer, SII affiliated with Prudential plc, providing us the stability and financial backing of one of the world's leading financial services groups. Show less
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Edward Jones
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Feb 2008 - Feb 2009
★ Developed a book of business, using a consultative approach to gain insight into the requirements and challenges faced by each client. ★ Recommended and sold financial products and solutions aligned with the unique financial objectives of each account. ★ Strengthened sales skills by developing expertise in relationship management and overcoming objections. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT EDWARD JONES Edward Jones is a financial services firm… Show more ★ Developed a book of business, using a consultative approach to gain insight into the requirements and challenges faced by each client. ★ Recommended and sold financial products and solutions aligned with the unique financial objectives of each account. ★ Strengthened sales skills by developing expertise in relationship management and overcoming objections. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT EDWARD JONES Edward Jones is a financial services firm headquartered in Des Peres, Missouri, and serves investment clients in the U.S. and Canada, through its branch network of more than 12,000 locations. The firm currently has relationships with nearly 7 million clients and $914 billion asset under management worldwide.The firm focuses solely on individual investors and small-business owners. Show less ★ Developed a book of business, using a consultative approach to gain insight into the requirements and challenges faced by each client. ★ Recommended and sold financial products and solutions aligned with the unique financial objectives of each account. ★ Strengthened sales skills by developing expertise in relationship management and overcoming objections. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT EDWARD JONES Edward Jones is a financial services firm… Show more ★ Developed a book of business, using a consultative approach to gain insight into the requirements and challenges faced by each client. ★ Recommended and sold financial products and solutions aligned with the unique financial objectives of each account. ★ Strengthened sales skills by developing expertise in relationship management and overcoming objections. ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ ABOUT EDWARD JONES Edward Jones is a financial services firm headquartered in Des Peres, Missouri, and serves investment clients in the U.S. and Canada, through its branch network of more than 12,000 locations. The firm currently has relationships with nearly 7 million clients and $914 billion asset under management worldwide.The firm focuses solely on individual investors and small-business owners. Show less
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Education
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2005 - 2007
University of Wisconsin-Eau Claire
Bachelor of Business Administration, Finance -
2005 - 2006
University of Wisconsin Marshfield/Wood County
Associate Degree, Business
Community
