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Ross Oltmann is a seasoned retirement planning expert with 24 years of experience in consulting and leadership roles at top financial institutions. He holds a Bachelor of Business Administration degree from Upper Iowa University and is licensed in Series 6 and Series 63. With expertise in 401k, retirement planning, and qualified retirement plans, Ross has a strong background in helping individuals and organizations navigate complex retirement solutions.

Experience

Education

  • 1984 - 1988
    Upper Iowa University

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Industry Focus. “Financial Services”

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