Experience

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  Strellner Financial Group

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Registered Representative Osaic Wealth, Inc.

    • Mar 2015 - Present

  • Registered Representative

    • May 2016 - Aug 2023

    As a financial adviser with my objective is to help simplify the financial lives of my clients. Using my knowledge, skills and experience, my goal is to become the "trusted" source of financial advice for my clients. Within the Strellner Financial Group, Osaic Wealth, Inc. I work with a diverse team of financial professionals to help meet the "comprehensive" financial needs of my clients. Areas of specialization include; retirement income planning, investment management and comprehensive financial planning. I provide financial solutions for individuals, families and small business. Also, I provide financial products and solutions on a commission-based, fee-based and hourly basis.I am currently taking new clients by referral as I typically add 15-20 new clients to my practice each year. Each new client goes through a personalized and detailed interview process to make sure that working together is a good fit for both the client and my practice.

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  Royal Alliance Associates

  • Registerd Representative

    • Nov 2018 - Aug 2023
• 

  Transamerica

  • Cedar Rapids, Iowa Area

  • Senior Financial Services Representative

    • Mar 2015 - May 2016
    • Cedar Rapids, Iowa Area

    My passion for my job comes from seeing the impact that strategic financial advice has had on my clients lives, and from learning the importance of proper planning.Today I spend my time working with successful people, helping them to achieve their financial and investment goals. As a part of a te...

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  Principal Financial Group

  • Registered Representative

    • Mar 2008 - Jul 2014
• 

  Fastsigns

  • Owner

    • Jul 2003 - Dec 2007
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  Hy-Vee

  • Chariton Iowa

  • Warehouse

    • May 1989 - Dec 2002
    • Chariton Iowa