Wealth Concepts LLC
Address: 20 Parker Ln Unit 5210, Pinehurst, NC 28374 Hours: Closed ⋅ Opens 9AM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 966-4698Place name: : : Website: Category: : : : : Website: http://www.wealthconceptsnc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wealth Concepts, LLC Posting publicly on the Web Write a review Reviews 1 Google review
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Wealth Concepts LLC Employees
Revive August 2015 - Present
Wealth Concepts, LLC August 2014 - Present
Negretti & Associates October 2013 - Present
Team GB Fitness May 2010 - Present
GB Holdings, LLC June 2013 - Present
Noble Custom June 2012 - December 2014
The Arizona Justice Project January 2012 - February 2013
Tejon Street Partners, LLC April 2007 - August 2010
The United States Olympic Committee December 2005 - March 2006
Skills
Mediation, Westlaw, Civil Litigation, Courts, Business Development, Criminal Law, Strategic Communications, Contract Law, Criminal Defense, Creative Problem Solving, Networking, Creative Strategy, Business Management, Creative Development, Business Analysis, Case Managment, Social Media Marketing, Business Strategy, Criminal Justice, Liquor Law & Dram Shop..., Criminal Defense..., Wills, Trusts and..., Business Planning, Crisis Communications, Business Communications, Attention To Detail, Online Marketing, Research, Social Networking, Case Management, Creative Direction, Management, Wealth Management..., Asset Protection, Public Speaking, Entrepreneurship, Customer Service, Social Media, Resource Development, Estate Planning, Product Development, Marketing, Training, Microsoft Office, Event Planning, Strategic Planning, Leadership, Marketing Strategy, Sales, Team Building
Education
Arizona Summit Law School 2010 — 2013
Juris Doctorate
Colorado College 2001 — 2005
Bachelor of Arts
Cheyenne Mountain High School 1998 — 2001
Wealth Concepts LLC January 2013 - Present
Waddell & Reed 2009 - 2013
JET Kids Inc.- Littleton CO 1995 - 2007
Skills
Strategic Planning, Leadership, Budgets, Income Protection, Investment Plannning, Long Term Care..., Retirement Income, Life Insurance, Business Planning, Retirement, Insurance, Small Business, Finance, Strategic Financial..., Investments, New Business Development, Estate Planning, Management
Education
The Ohio State University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Wealth Concepts LLC. August 2008 - Present
New York Life, Savannah Georgia September 2005 - August 2008
New York Life, New Hampshire November 2001 - September 2005
Education
The American College
CLU, ChFC pending
AutoNation - Subaru West, Golden January 2015 - Present
Bank of the West August 2013 - December 2014
Bank of the West November 2012 - December 2014
Bank of the West August 2012 - November 2012
Great-West Life and Annuity Insurance Company March 2012 - August 2012
Wealth Concepts, LLC December 2011 - February 2012
OppenheimerFunds January 2005 - November 2011
Agilent Technologies June 1999 - September 2004
Commercial Federal Bank 1986 - 1995
Skills
Investments, Mutual Funds, 401k, Series 63, Finance, Series 7, Investment Strategies, Relationship Management, Leadership, Retirement Planning, CRM, Securities, Financial Advisory, Series 6, Retirement, Asset Allocation, Banking, Wealth Management, Customer Service, Team Building, IRAs, Investment Advisory, Strategic Financial..., Customer Relations, Sales, Automotive
Education
University of Colorado at Denver 1986 — 1991
Bachelors, Finance
Colorado State University 1983 — 1985
Mechanical engineering
Thomas Jefferson High School 1979 — 1982
Patriots 4 Prosperity January 2012 - Present
Wealth Concepts LLC 2011 - Present
Verus Medical LLC 2005 - 2010
MassMutual Financial Group 2003 - 2005
Plantera Group Inc. 2000 - 2003
Phoenix Wealth Managment 1991 - 2001
Education
The American College
http://www.theamericancollege.edu/, Financial Planning
Innovative Artists March 2015 - Present
Ford Models, Inc. January 2015 - Present
Maximum Talent July 2010 - Present
Moxie Sozo August 2013 - June 2014
Moxie Sozo 2012 - June 2014
Wealth Concepts, LLC/Mass Mutual December 2009 - September 2010
Wealth Concepts, LLC August 2007 - January 2010
Northwestern Mutual Financial Network June 2006 - July 2007
Skills
Marketing Strategy, Strategic Planning, Marketing, New Business Development, Market Research, Social Media, Public Speaking, Event Planning, Marketing Communications, Fundraising, Public Relations, Leadership, Social Networking, Teaching, Customer Service, Event Management, Advertising, Entrepreneurship
Education
Claremont McKenna College 2002 — 2006
BA, International Relations, Psychology
Albert-Ludwigs-Universität Freiburg im Breisgau 2004 — 2005
International Relations, Government, Politics, Economics, Psychology
Cetera Advisors LLC Supervision SupervisorCetera Advisors LLCMay 2008 - Present
Wealth Concepts LLC April 2005 - May 2008
Charles Schwab July 2000 - December 2003
U.S. Bank February 1999 - July 2000
Brokerage Administrators Corp. March 1997 - February 1999
Sunset Financial Services, Inc November 1994 - March 1997
Chicago Research & Trading Group, LTD March 1989 - January 1993
Salomon Brothers July 1984 - March 1989
Conti Commodities Services, Inc September 1980 - July 1984
A.G. Becker, Inc. July 1978 - September 1980
Skills
Series 24, Series 7, Series 8, Series 53, Series 4, Series 3, Series 31, Series 63, Series 66
Education
DePaul University
Illinois Institute of Technology
Wealth Concepts, LLC August 2000 - Present
Skills
Financial Analysis, Strategic Financial..., Customer Service, Strategic Planning, Operations Management, Management, Business Planning, Change Management, Process Improvement, Budgets, Team Building, Analysis, Financial Planning, Leadership, Account Management, New Business Development, Investments
Education
University of Colorado Denver 2001 — 2005
Wealth Concepts, LLC February 1975 - Present
Cherry Creek Basin Water Quality Authority November 1996 - August 2013
City of Greenwood Village November 2003 - July 2013
Greenwood Village Foundation November 2005 - July 2012
City of Greenwood Village November 1995 - November 2003
Education
Colorado State University 1970 — 1974
B.S, Finance
Lohaus Law, LLC January 2012 - Present
Wealth Concepts, LLC June 2011 - December 2011
Ziegler May 2010 - June 2011
Jackson National Life August 2008 - May 2010
Skills
Estate Planning, Wealth, Tax, Retirement Planning, Wealth Management
Education
University of Colorado School of Law 2004 — 2007
Juris Doctor, Law
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Finance and Economics
Republic Financial Corporation August 2010 - Present
Wealth Concepts, LLC March 2010 - Present
Mutual of Omaha September 2009 - December 2009
ARAMARK Sports and Entertainment August 2007 - September 2009
United States Marine Corps August 2003 - August 2007
Education
Metropolitan State University of Denver
B.S, Accounting and Finance
Moreland Auto Group January 2015 - Present
Dish Network February 2012 - May 2014
Credit Union Association Colorado June 2010 - August 2010
Wealth Concepts LLC January 2009 - January 2010
Skills
Financial Analysis, Competitive Analysis, Strategy, Marketing Strategy, Strategic Planning, Business Planning, Management, Budgets, Market Analysis, Business Analysis, Marketing Research, Market Research, Marketing, Project Management, Social Media Marketing, Advertising, Leadership, Sales, Integrated Marketing
Education
University of Denver - Daniels College of Business 2008 — 2011
MBA, Marketing
Stanford University Graduate School of Business Summer Institute for General Management 2008 — 2008
Pre-MBA Certificate, Management, Finance, Accounting, Operations, Strategy
University of Denver 2004 — 2008
B.S., Biology, Chemistry, Psychology