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Latisha Deutsch

Senior Client Account & Family Office... at JNBA Financial Advisors

Intro Book

Wealth management expert delivering customized services for complex families.

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Location

Excelsior, Minnesota, United States, US

Skills

Asset Management
Investments
Wealth Management
Portfolio Management
Wealth Management Services
Financial Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Latisha has 10+ years of experience in wealth management, which is a strong foundation. Her skills in asset management, investments, and portfolio management are in demand. She’s worked with family office clients, which suggests a level of sophistication. Location is Excelsior, MN, which is a smaller market. Considering her experience and skills, I’d estimate her rate to be around $125 per hour, which is below the national average for wealth management professionals. However, this is a more localized market, so the rate might be slightly lower. Some wealth management professionals in similar roles can charge $200-$300 per hour, but Latisha’s experience and skills suggest a slightly lower rate.

Bio

Generated by

Topline AI

Latisha Deutsch is a seasoned wealth management professional with expertise in asset management, investments, and portfolio management. She provides customized services for complex families and has a strong background in financial planning. With over 10 years of experience, Latisha has worked with various family office clients, including those in Atlanta and Minneapolis.

Experience

JNBA Financial Advisors
- Minneapolis, MN
- Senior Client Account & Family Office Specialist
  - Feb 2014 - Present
  - Minneapolis, MN
  In my role as a Senior Client Account and Family Office Specialist at JNBA Financial Advisors, I provide customized services for complex families with diverse needs. I work closely with advisors, other family office team members, and our custodian’s service team to manage client accounts in an ef...
GenSpring Family Offices
- Family ServicesCoordinator
  - Mar 2011 - Jan 2014
JNBA Financial Advisors
- Bloomington, MN
- IMPORTANT DISCLOSURE INFORMATION
  - Jan 1979 - Jan 1980
  - Bloomington, MN
  Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommend...

Education

2002 - 2004

The University of North Dakota

2002 - 2004

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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Latisha Deutsch

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate