Financial Resource Advisors
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Financial Resource Advisors Employees
Employee
Years
Job
Industry
Joshua Mercurio Joshua Mercurio's Financial Resource Advisors Experience May 2014 - Present
Job Investment Advisor Representative at Financial Resource Advisors
Industry Financial Services
Experience
Financial Resource Advisors May 2014 - Present
Toads Bar and Grill June 2012 - Present
Pepper's Grill and Sports Pub January 2009 - June 2012
Pepper's Grill and Sports Pub September 2005 - January 2009
Skills
Customer Service, Series 7, Mutual Funds, Wealth Management, 401k Rollovers, Investments, Strategic Financial..., Asset Allocation
Education
University of Northern Iowa
Bachelor of Arts (BA), Economics
Financial Resource Advisors May 2014 - Present
Toads Bar and Grill June 2012 - Present
Pepper's Grill and Sports Pub January 2009 - June 2012
Pepper's Grill and Sports Pub September 2005 - January 2009
Skills
Customer Service, Series 7, Mutual Funds, Wealth Management, 401k Rollovers, Investments, Strategic Financial..., Asset Allocation
Education
University of Northern Iowa
Bachelor of Arts (BA), Economics
Raegan Schultz Raegan Schultz's Financial Resource Advisors Experience October 2006 - August 2012
Job Experienced Client Services Specialist
Industry Financial Services
Experience
Financial Architects September 2012 - Present
Financial Resource Advisors October 2006 - August 2012
CUNA Mutual Life Insurance Company/CUNA Brokerage Services October 2002 - October 2006
MetLife Investors/New England Financial Services June 2001 - October 2002
Skills
Marketing, Insurance, Customer Service, Microsoft Office, Microsoft Excel
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts, General Communication
Financial Architects September 2012 - Present
Financial Resource Advisors October 2006 - August 2012
CUNA Mutual Life Insurance Company/CUNA Brokerage Services October 2002 - October 2006
MetLife Investors/New England Financial Services June 2001 - October 2002
Skills
Marketing, Insurance, Customer Service, Microsoft Office, Microsoft Excel
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts, General Communication
Shelley Petersen Shelley Petersen's Financial Resource Advisors Experience September 2002 - Present
Job Client Services Specialist at Financial Resource Advisors
Industry Financial Services
Experience
Financial Resource Advisors September 2002 - Present
Skills
Customer Relations, Customer Service, Client Services, Excel, Outlook, Word, Microsoft Office, PowerPoint, Account Management, Telephone Skills, Research, Notary Public, Compliance, Administration, Documentation, Database Administration, Microsoft Excel
Education
Iowa State University 1991 — 1994
Psychology
Financial Resource Advisors September 2002 - Present
Skills
Customer Relations, Customer Service, Client Services, Excel, Outlook, Word, Microsoft Office, PowerPoint, Account Management, Telephone Skills, Research, Notary Public, Compliance, Administration, Documentation, Database Administration, Microsoft Excel
Education
Iowa State University 1991 — 1994
Psychology
Mike Hulme Mike Hulme's Financial Resource Advisors Experience April 2014 - Present
Job Investment Advisor Representative and CFO at Financial Resource Advisors
Industry Financial Services
Experience
Financial Resource Advisors April 2014 - Present
Financial Resource Advisors February 2012 - Present
Short's Travel Management March 2010 - October 2011
CUNA Mutual Group January 1990 - March 2010
Time Insurance Company June 1987 - January 1990
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Portfolio Management, Financial Analysis, Business Planning, Business Analysis, Risk Management, Consulting, Strategy, Series 66, Series 7, Insurance, Leadership, Pricing, Product Management, Business Development, Product Marketing, Strategic Planning, Reinsurance, Product Development, Actuarial Science, Project Planning
Education
University of Iowa 1983 — 1987
BS, Actuarial Science
Financial Resource Advisors April 2014 - Present
Financial Resource Advisors February 2012 - Present
Short's Travel Management March 2010 - October 2011
CUNA Mutual Group January 1990 - March 2010
Time Insurance Company June 1987 - January 1990
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Portfolio Management, Financial Analysis, Business Planning, Business Analysis, Risk Management, Consulting, Strategy, Series 66, Series 7, Insurance, Leadership, Pricing, Product Management, Business Development, Product Marketing, Strategic Planning, Reinsurance, Product Development, Actuarial Science, Project Planning
Education
University of Iowa 1983 — 1987
BS, Actuarial Science
Thomas Tjaden Thomas Tjaden's Financial Resource Advisors Experience November 2007 - Present
Job Investment Advisor Representative at Financial Resource Advisors
Industry Financial Services
Experience
Financial Resource Advisors November 2007 - Present
CUNA Mutual Group February 1999 - November 2007
American Express Financial Advisors February 1995 - January 1999
Skills
Retirement Planning, Investments
Education
Iowa State University 1989 — 1992
BS, Institutional Management
North Iowa Area Community College 1987 — 1989
AA
Financial Resource Advisors November 2007 - Present
CUNA Mutual Group February 1999 - November 2007
American Express Financial Advisors February 1995 - January 1999
Skills
Retirement Planning, Investments
Education
Iowa State University 1989 — 1992
BS, Institutional Management
North Iowa Area Community College 1987 — 1989
AA
Jay Bullerman Jay Bullerman's Financial Resource Advisors Experience October 1997 - Present
Job President/CEO Financial Resource Advisors
Industry Financial Services
Experience
Financial Resource Advisors October 1997 - Present
Financial Resource Advisors October 1997 - Present
CIGNA Wealth Management - Kansas City Division March 1995 - February 1997
Skills
Wealth Management, Series 7, Investments, Mutual Funds, 401k, Asset Allocation, Retirement, Series 63, Portfolio Management, Series 65, Alternative Investments, Long-term Care, Securities
Education
University of Iowa 1987 — 1992
Financial Resource Advisors October 1997 - Present
Financial Resource Advisors October 1997 - Present
CIGNA Wealth Management - Kansas City Division March 1995 - February 1997
Skills
Wealth Management, Series 7, Investments, Mutual Funds, 401k, Asset Allocation, Retirement, Series 63, Portfolio Management, Series 65, Alternative Investments, Long-term Care, Securities
Education
University of Iowa 1987 — 1992
Ryan T Shaw Ryan T Shaw's Financial Resource Advisors Experience March 2008 - Present
Job Investment Advisor Representative at Financial Resource Advisors
Industry Financial Services
Experience
Financial Resource Advisors March 2008 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BA, Finance, Marketing
Financial Resource Advisors March 2008 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BA, Finance, Marketing
Allison Mussig Allison Mussig's Financial Resource Advisors Experience Events DirectorUniversity of Northern IowaMay 2004 - July 2005
Job Assistant/Marketing at Financial Resource Advisors
Industry Financial Services
Experience
Financial Resource Advisors Events DirectorUniversity of Northern IowaMay 2004 - July 2005
Soy Basics 2002 - 2003
Skills
Event Management, Advertising
Education
University of Northern Iowa 2000 — 2004
BS, Graphic Communications, Business, Leadership
Financial Resource Advisors Events DirectorUniversity of Northern IowaMay 2004 - July 2005
Soy Basics 2002 - 2003
Skills
Event Management, Advertising
Education
University of Northern Iowa 2000 — 2004
BS, Graphic Communications, Business, Leadership
Darren Yoder Darren Yoder's Financial Resource Advisors Experience December 2000 - Present
Job Financial Advisor, Financial Resource Advisors. Owner, Yoder Financial
Industry Financial Services
Experience
Financial Resource Advisors December 2000 - Present
Cetera Advisors LLC 2000 - Present
Skills
Financial Advisory, Investment Advisory, Investments, Mutual Funds, Finance, Retirement Planning, Wealth Management, Portfolio Management, 401k, IRAs
Education
University of Northern Iowa 1996 — 2000
BA, Finance, Economics
Financial Resource Advisors December 2000 - Present
Cetera Advisors LLC 2000 - Present
Skills
Financial Advisory, Investment Advisory, Investments, Mutual Funds, Finance, Retirement Planning, Wealth Management, Portfolio Management, 401k, IRAs
Education
University of Northern Iowa 1996 — 2000
BA, Finance, Economics
Kristen Tingley Kristen Tingley's Financial Resource Advisors Experience October 2009 - April 2010
Job Program Analyst at VA Center for Applied Systems Engineering
Industry Hospital & Health Care
Experience
VA Center for Applied Systems Engineering January 2014 - Present
VA Medical Center September 2012 - December 2013
Pilates Instructor & Personal Trainer April 2010 - August 2012
Financial Resource Advisors October 2009 - April 2010
Andersonville Physical Therapy March 2009 - September 2009
Lakeshore Athletic Club March 2008 - May 2009
Skills
Fitness, Pilates, Healthcare, Data Analysis, Training, Wellness, Process Improvement, Health Education, Research, Microsoft Excel, Kinesiology, Workshop Facilitation, Project Planning, Visio, Event Planning, Lean Management
Education
Indiana University, Fairbanks School of Public Health 2012 — 2014
Master of Health Administration
Indiana University 2003 — 2006
High Point University 2001 — 2003
Noblesville High School
VA Center for Applied Systems Engineering January 2014 - Present
VA Medical Center September 2012 - December 2013
Pilates Instructor & Personal Trainer April 2010 - August 2012
Financial Resource Advisors October 2009 - April 2010
Andersonville Physical Therapy March 2009 - September 2009
Lakeshore Athletic Club March 2008 - May 2009
Skills
Fitness, Pilates, Healthcare, Data Analysis, Training, Wellness, Process Improvement, Health Education, Research, Microsoft Excel, Kinesiology, Workshop Facilitation, Project Planning, Visio, Event Planning, Lean Management
Education
Indiana University, Fairbanks School of Public Health 2012 — 2014
Master of Health Administration
Indiana University 2003 — 2006
High Point University 2001 — 2003
Noblesville High School
Marie Helvie's Financial Resource Advisors Experience October 2007 - Present
Job Operations Manager at Financial Resource Advisors
Industry Financial Services
Experience
Financial Resource Advisors October 2007 - Present
Skills
Customer Service, Office Management, Administrative Support, Administration, Accounts Payable, Special Events, Accounts Receivable, Human Resources, Fitness Instruction, Yoga, Administrative..., System Administration, Event Management, Team Building, Event Planning, Insurance, Leadership, Outlook, Sales, Budgets
Education
Southwest Minnesota State University
BS, Hotel Management
Southwest Minnesota State University
AS, Business Administration
Financial Resource Advisors October 2007 - Present
Skills
Customer Service, Office Management, Administrative Support, Administration, Accounts Payable, Special Events, Accounts Receivable, Human Resources, Fitness Instruction, Yoga, Administrative..., System Administration, Event Management, Team Building, Event Planning, Insurance, Leadership, Outlook, Sales, Budgets
Education
Southwest Minnesota State University
BS, Hotel Management
Southwest Minnesota State University
AS, Business Administration