Neil Harnen, CFP® MBA
Partner | Private Wealth Advisor at CIG Wealth Management at CIG Wealth Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
CFP
-
Experience
-
CIG Wealth Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Partner | Private Wealth Advisor at CIG Wealth Management
-
Jul 2023 - Present
-
-
-
B. Riley Wealth Management
-
United States
-
Financial Services
-
200 - 300 Employee
-
Senior Wealth Advisor
-
Feb 2019 - Jul 2023
Integrity and inspiration are the cornerstone of my practice. I provide financial education and inspiration to help financially challenged individuals and companies excel. Integrity and inspiration are the cornerstone of my practice. I provide financial education and inspiration to help financially challenged individuals and companies excel.
-
-
-
-
Financial Advisor
-
Jul 2014 - Feb 2019
Integrity and inspiration are the cornerstone of my practice. I provide financial education and inspiration to help financially challenged individuals and companies excel. Integrity and inspiration are the cornerstone of my practice. I provide financial education and inspiration to help financially challenged individuals and companies excel.
-
-
-
5/3 Securities
-
United Kingdom
-
VP Investment Executive
-
Jun 2007 - May 2014
-
-
Education
-
1990 - 1991
Keller Graduate School of Management of DeVry University
MBA, Finance -
1981 - 1985
Augustana College
Bachelor of Science - BS, Pre-med, Biology, Chemistry
Community
