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Lisa Gronberg
Licensed Customer Service Representative at American Family Insurance
Financial professional with expertise in retirement planning and wealth management.
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Location
Bismarck, North Dakota, United States, US
Skills
- Retirement Planning
- College Education Planning
- Retirement
- Variable Annuities
- Mutual Funds
- Show all
Bio
Generated by
Topline AI
Lisa Gronberg is a seasoned financial professional with extensive experience in retirement planning, wealth management, and insurance. She holds a Bachelor of Arts degree from the University of Mary and has worked with various companies, including American Family Insurance, Dakota Capital Life Insurance Company, and Stifel Financial Corp., in roles such as Financial Consultant, Director of Company Development, and Registered Client Service Associate.
With expertise in variable annuities, mutual funds, IRAs, securities, life insurance, and cash flow management, Lisa provides personalized guidance to clients. Her strong educational background and industry experience make her a trusted expert in her field.
Experience
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Licensed Customer Service Representative
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Oct 2018 - Present
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Dakota Capital Life Insurance Company
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Bismarck, North Dakota Area
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Director of Company Development
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Oct 2017 - Present
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Bismarck, North Dakota Area
Licensed: ND
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Solid Rock Financial Group, Inc.
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Bismarck, North Dakota Area
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Financial Consultant
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Aug 2012 - Sep 2017
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Bismarck, North Dakota Area
Licensed: ND
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Stifel Financial Corp.
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Bismarck, North Dakota Area
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Registered Client Service Associate
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Dec 1997 - Jul 2012
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Bismarck, North Dakota Area
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Investment Centers of America
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Bismarck, North Dakota Area
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Regional Sales Assistant
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1991 - 1997
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Bismarck, North Dakota Area
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Education
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1989 - 1991University of Mary
Bachelor of Arts (B.A.), Business Administration and Management, General -
1988 - 1989
Arizona State University
Business Administration and Management, General -
1985 - 1987
Bismarck State College
Business, Management, Marketing, and Related Support Services -
1982 - 1985
Bismarck High School
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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