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Thomas Petsche, Clu. Chfc, Rhu
Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Brokerage Solutions, Inc.</span>
Seasoned financial professional with expertise in estate planning and portfolio management.
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Location
Cedar Rapids, Iowa, United States, US
Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Insurance
- Show all
Bio
Generated by
Topline AI
Thomas Petsche is a seasoned financial professional with 26 years of experience in estate planning, financial advisory, and portfolio management. He has held leadership positions at International Disability Income Society and Society of Financial Service Professionals. Petsche earned his BA in History/Political Science from Upper Iowa University.
Experience
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Owner
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Jul 1997 - Present
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President Elect
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2012 - 2013
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President Elect
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2012 - 2013
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Chairman of Foundation for Society of Financial Services Professionals
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Sep 2011 - Sep 2012
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Board of Directors Exec. Comm.
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Sep 2008 - Sep 2012
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Paul Revere Insur
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Cedar Rapids, IA
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General Manager
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1983 - 1997
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Cedar Rapids, IA
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Education
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1971 - 1975Upper Iowa University
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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