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Kelly Jahner, Mba, Lutcf profile image

Kelly Jahner, Mba, Lutcf

Owner and Financial Advisor at Premier Wealth Strategies
Intro Book
Seasoned financial advisor delivering retirement planning and insurance solutions.
  • Claim this Profile
Location
Bismarck, North Dakota, United States, US
Skills
  • Retirement Planning
  • Insurance
  • Retirement
  • Investments
  • Leadership
  • Show all
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Bio

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Kelly Jahner is a seasoned financial expert with 20+ years of experience in insurance, investments, and leadership. She holds an MBA from the University of Mary and is a licensed life insurance agent with New York Life Insurance Company. Jahner offers retirement planning, insurance, and estate planning services through Premier Wealth Strategies.

Credentials

  • FINRA - Series 7 and 63
    Financial Industry Regulatory Authority
  • LUTCF
    -

Experience

  • Premier Wealth Strategies
    • Bismarck, North Dakota Area
    • Owner and Financial Advisor
      • Jan 2013 - Present
      • Bismarck, North Dakota Area

      I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2000 44th Street South, Suite 501, Fargo, ND 58103, 701/237-4311.Premier Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.Neither Premier Wealth Strategies nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

  • Premier Financial Group
    • Bismarck, North Dakota Area
    • Owner/Financial Services Professional
      • Jan 2013 - Present
      • Bismarck, North Dakota Area

      Premier Financial Group provides quality financial strategies, insurance & financial products and services to businesses and individuals.

  • NYLIFE Securities LLC
    • Bismarck, North Dakota Area
    • Financial Services Professional
      • Jan 2013 - Present
      • Bismarck, North Dakota Area

      I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licenses Insurance Agency.

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Agent
      • Jan 2013 - Present

      I am an Agent licensed to sell insurance through New York Life Insurance Company.

    • Partner
      • Jun 2010 - Jan 2013

      My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face.

    • Agent
      • Oct 2007 - Jun 2010

  • Northland Healthcare Alliance
    • Marketing Director
      • Sep 2005 - Oct 2007

  • ND Department of Commerce - ND Development Fund
    • Bismarck, North Dakota Area
    • Vice President
      • Aug 2000 - Sep 2005
      • Bismarck, North Dakota Area

Education

  • 2003 - 2005
    University of Mary
    Master of Business Administration (M.B.A.)
  • 1997 - 1998
    Minot State University
    Bachelor's degree, Business Management
  • 1994 - 1996
    Jamestown College
    Undergraduate, Business Administration and Management, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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