Mackenzie Johanningmeier
Financial Planning Analyst at Focal Point Financial Planning, LLC- Claim this Profile
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Bio
Credentials
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Accident And Health Insurance License
Northwestern MutualJul, 2022- Oct, 2024 -
Life Insurance License
Northwestern MutualJul, 2022- Oct, 2024 -
Professional Readiness Program Level Four
University of Northern Iowa - College of Business AdministrationJan, 2021- Oct, 2024 -
Professional Readiness Program Level Three
University of Northern Iowa - College of Business AdministrationNov, 2020- Oct, 2024 -
Microsoft Office Specialist: Excel 2016
MicrosoftOct, 2020- Oct, 2024 -
Professional Readiness Program Certification Level Two
University of Northern Iowa - College of Business AdministrationJan, 2020- Oct, 2024 -
Professional Readiness Program Certification Level One
University of Northern Iowa - College of Business AdministrationMay, 2019- Oct, 2024 -
Notary Public Commission
National Notary AssociationAug, 2021- Oct, 2024 -
Marketing Reporter
PHI BETA LAMBDASep, 2020- Oct, 2024 -
Certified Insurance Consultant License (Life & Health), Individual
State of Wisconsin Investment Board -
National Mortgage Licensing System Certification
National Mortgage Licensing System of Iowa
Experience
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Focal Point Financial Planning, LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Analyst
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Apr 2022 - Present
Primary Roles: Investment Services Specialist & Financial Planning Analyst As an Investment Services Specialist: i. Oversee all new investment account acquisitions from information gathering to account establishment to account funding ii. Understand the fees, compliance requirements and suitability of various types of investment accounts including, Advisory and Brokerage accounts, UTMAs, Trusts, 529s, Corporate accounts, retirement accounts, and non-qualified accounts iii. Perform various asset movement requests such as contributions, distributions, account transfers, stock transfers, IRA rollovers, Roth Conversions, and required minimum distributions for qualified accounts iv. Build complex reports for varying objectives using Netx360 software v. Research, compile, and organize mass amounts of data into comprehensible formats vii. Introduce investment prospects and clients to Northwestern Mutual’s online platform and assist with website navigation As a Retirement Planning Analyst: i. Consult on retirement solutions for clients of various segments. (from blue-collar to high-profile clients) ii. Review all plan documents for retirement plans on an annual basis and update according to newly added plan provisions iii. Clearly explain plan provisions to new plan administrators; answer any questions they may have and assist with making changes to plan provisions iv. Assist administrators in calculating reconciliations for missed deferrals, late enrollees, year-end profit-sharing contributions, deferred compensation, and fringe benefit reporting v. Prepare enrollment materials and travel to enrollment meetings to assist participants with selecting deferral rates and 401(k) investment options vi. Introduce participants to American Trust and the Standard online platforms; assist with online account access vii. Explain the distribution and rollover processes to participants; prepare the required forms and ensure they are reviewed in a timely manner Show less
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U.S. Bank
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United States
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Legal Services
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1 - 100 Employee
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Client Relationship Consultant
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Jun 2021 - May 2022
i. Demonstrate attention to detail and the utmost integrity while assessing the financial status of clients and authorizing financial transactions ii. Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork iii. Market bank products to individuals and firms, promoting bank services that may meet customers' needs iv. Work with clients to identify their financial goals and to find ways of reaching those goals. v. Submit applications to credit analysts for verification and recommendation. vi. Analyze potential loan markets and develop referral networks to locate prospects for loans Show less
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Jiva Salonspa
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United States
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Personal Care Product Manufacturing
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1 - 100 Employee
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Client Coordinator
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Jan 2020 - May 2022
i. Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints ii. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken iii. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers i. Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints ii. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken iii. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers
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Mary Kay Global
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United States
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Personal Care Product Manufacturing
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700 & Above Employee
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Independent Beauty Consultant
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Apr 2019 - May 2020
i. Manage independence in the workplace ii. Schedule appointments with prospective clients iii. Promote products efficiently, and meet sales goals iv. Obtain knowledge of a variety of products i. Manage independence in the workplace ii. Schedule appointments with prospective clients iii. Promote products efficiently, and meet sales goals iv. Obtain knowledge of a variety of products
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Retail Salesperson
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Jun 2018 - May 2019
Bookstore of the University of Northern Iowa i. Assist college-level individuals in matching textbooks with corresponding classes ii. Promote the University of Northern Iowa to prospective students iii. Direct customers to the correct area of the store based on the product iv. Operate cash register system, and evaluate coupons Bookstore of the University of Northern Iowa i. Assist college-level individuals in matching textbooks with corresponding classes ii. Promote the University of Northern Iowa to prospective students iii. Direct customers to the correct area of the store based on the product iv. Operate cash register system, and evaluate coupons
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Education
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2018 - 2021
University of Northern Iowa
Bachelor of Business Administration - BBA, Business Administration and Management, General -
2016 - 2018
Northeast Iowa Community College
One-Year of College Credit, General Education Electives
Community
