H&R Block Financial Advisors, Inc.
Industry: Company
DescriptionHeadquarters: Detroit, MI Founded: 1971 Parent organization: Ameriprise Financial Subsidiary: Ameriprise Insurance Agency of Massachusetts Inc
H&R Block Financial Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at H&R Block Financial Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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H&R Block Financial Advisors, Inc. Employees
Employee
Years
Job
Industry
Bob Toohey Bob Toohey's H&R Block Financial Advisors, Inc. Experience 1998 - 2004
Job Sales Supervision Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Ameriprise Financial January 2004 - November 2009
Ameriprise Advisor Services 2001 - 2004
H&R Block Financial Advisors, Inc. 1998 - 2004
Olde Discount Corporation 1983 - June 1998
Skills
Risk Management, Compliance, Equities, Investments, Series 7, Mutual Funds, Asset Allocation, Securities, Financial Planning, Bonds, Wealth Management, FINRA, Asset Management, Series 24, Options, Portfolio Management, Series 63, IRA's, Series 66, Estate Planning, Alternative Investments, Insurance, Retirement Planning, Fixed Income, Financial Analysis, Investment Advisory, Retirement, Process Improvement, Financial Markets, Customer Relations, Strategic Financial..., Financial Services, Finance
Education
Michigan State University 1979 — 1983
BA, James Madison College
University of Detroit Jesuit High School 1974 — 1978
College Prep
GESU
Ameriprise Financial May 2010 - Present
Ameriprise Financial January 2004 - November 2009
Ameriprise Advisor Services 2001 - 2004
H&R Block Financial Advisors, Inc. 1998 - 2004
Olde Discount Corporation 1983 - June 1998
Skills
Risk Management, Compliance, Equities, Investments, Series 7, Mutual Funds, Asset Allocation, Securities, Financial Planning, Bonds, Wealth Management, FINRA, Asset Management, Series 24, Options, Portfolio Management, Series 63, IRA's, Series 66, Estate Planning, Alternative Investments, Insurance, Retirement Planning, Fixed Income, Financial Analysis, Investment Advisory, Retirement, Process Improvement, Financial Markets, Customer Relations, Strategic Financial..., Financial Services, Finance
Education
Michigan State University 1979 — 1983
BA, James Madison College
University of Detroit Jesuit High School 1974 — 1978
College Prep
GESU
Kenneth Madsen Kenneth Madsen's H&R Block Financial Advisors, Inc. Experience September 2006 - October 2008
Job AVP, Compliance at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group August 2014 - Present
Western & Southern Life September 2012 - July 2014
Capital Analysts Incorporated, an affiliate of Western & Southern Financial Group September 2009 - August 2012
Ameriprise Financial November 2008 - August 2009
H&R Block Financial Advisors, Inc. September 2006 - October 2008
H&R Block Financial Advisors, Inc. December 1999 - September 2006
OLDE Discount Corporation August 1988 - November 1999
OLDE Discount Corporation March 1983 - July 1988
Education
University of Michigan 1978 — 1982
BA, Economics
Western & Southern Financial Group August 2014 - Present
Western & Southern Life September 2012 - July 2014
Capital Analysts Incorporated, an affiliate of Western & Southern Financial Group September 2009 - August 2012
Ameriprise Financial November 2008 - August 2009
H&R Block Financial Advisors, Inc. September 2006 - October 2008
H&R Block Financial Advisors, Inc. December 1999 - September 2006
OLDE Discount Corporation August 1988 - November 1999
OLDE Discount Corporation March 1983 - July 1988
Education
University of Michigan 1978 — 1982
BA, Economics
Philip Cox Jr. Philip Cox Jr.'s H&R Block Financial Advisors, Inc. Experience January 1997 - July 2002
Job Certified Financial Planner TM
Industry Financial Services
Experience
Bluestone Wealth Planning, LLC November 2013 - Present
Sterne Agee March 2010 - October 2013
J.P. TURNER & COMPANY, L.L.C August 2007 - March 2010
DUNWOODY BROKERAGE SERVICES, INC February 2004 - September 2005
H&R BLOCK FINANCIAL ADVISORS, INC. January 1997 - July 2002
Skills
Securities, Investment Strategies, Wealth Management, Investments, Strategic Financial..., Asset Management, Mutual Funds, Tactical Asset..., Finance, Financial Planning
Education
Oglethorpe University 1999 — 2001
Certified Financial Planner Program, Financial Planning and Services
The University of Georgia 1990 — 1994
Bachelor of Science
University of Hawaii at Manoa 1989 — 1990
Bluestone Wealth Planning, LLC November 2013 - Present
Sterne Agee March 2010 - October 2013
J.P. TURNER & COMPANY, L.L.C August 2007 - March 2010
DUNWOODY BROKERAGE SERVICES, INC February 2004 - September 2005
H&R BLOCK FINANCIAL ADVISORS, INC. January 1997 - July 2002
Skills
Securities, Investment Strategies, Wealth Management, Investments, Strategic Financial..., Asset Management, Mutual Funds, Tactical Asset..., Finance, Financial Planning
Education
Oglethorpe University 1999 — 2001
Certified Financial Planner Program, Financial Planning and Services
The University of Georgia 1990 — 1994
Bachelor of Science
University of Hawaii at Manoa 1989 — 1990
Richard Stoner Richard Stoner's H&R Block Financial Advisors, Inc. Experience February 1995 - November 2008
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors, Inc. February 1995 - November 2008
H&R Block Financial Advisors, Inc. January 2001 - June 2002
Education
University of Alabama 1985 — 1989
BS, Corporate Finance and Investment Management
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors, Inc. February 1995 - November 2008
H&R Block Financial Advisors, Inc. January 2001 - June 2002
Education
University of Alabama 1985 — 1989
BS, Corporate Finance and Investment Management
Debbie McKellar Debbie McKellar's H&R Block Financial Advisors, Inc. Experience October 2003 - August 2009
Job CDFA ™,CRPC®, Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2009 - Present
H&R Block Financial Advisors, Inc. October 2003 - August 2009
Morgan Stanley February 1986 - November 2002
Prudential November 1981 - February 1986
Education
Cedar Crest College 1974 — 1978
B.A. in Science, Biology Major, French Minor
Wilton High School 1970 — 1974
Ameriprise Financial Services, Inc. August 2009 - Present
H&R Block Financial Advisors, Inc. October 2003 - August 2009
Morgan Stanley February 1986 - November 2002
Prudential November 1981 - February 1986
Education
Cedar Crest College 1974 — 1978
B.A. in Science, Biology Major, French Minor
Wilton High School 1970 — 1974
Lyle Schonberger Lyle Schonberger's H&R Block Financial Advisors, Inc. Experience October 2000 - October 2008
Job Vice President Investment Research Group, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors, Inc. October 2000 - October 2008
Olde Asset Management October 2000 - October 2001
H&R Block Financial Advisors, Inc. January 2000 - October 2000
Olde Discount Stockbrokers January 1999 - December 1999
Olde Discount Stockbrokers January 1994 - December 1998
Skills
Investment/Product Due..., FINRA Rule 2711..., Model Portfolio..., Strategic Planning and..., Team Leadership and..., Employee Development, Equities, Leadership, Due Diligence, Valuation, Investment Management, Portfolio Management, Alternative Investments, FINRA, Mutual Funds, Management, Strategy, Investments, Asset Allocation, Investment Advisory, Training, Recruiting, Fixed Income, Securities, Equity Research, Asset Management, ETFs, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Series 24, Insurance, Series 7, Strategic Financial..., Bonds, Series 63
Education
Drexel University - LeBow College of Business 1991 — 1993
MBA, Dual Degree in Finance & International Business
Austin College 1987 — 1991
B.A., Business
Coronado High School 1984 — 1987
Diploma
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors, Inc. October 2000 - October 2008
Olde Asset Management October 2000 - October 2001
H&R Block Financial Advisors, Inc. January 2000 - October 2000
Olde Discount Stockbrokers January 1999 - December 1999
Olde Discount Stockbrokers January 1994 - December 1998
Skills
Investment/Product Due..., FINRA Rule 2711..., Model Portfolio..., Strategic Planning and..., Team Leadership and..., Employee Development, Equities, Leadership, Due Diligence, Valuation, Investment Management, Portfolio Management, Alternative Investments, FINRA, Mutual Funds, Management, Strategy, Investments, Asset Allocation, Investment Advisory, Training, Recruiting, Fixed Income, Securities, Equity Research, Asset Management, ETFs, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Series 24, Insurance, Series 7, Strategic Financial..., Bonds, Series 63
Education
Drexel University - LeBow College of Business 1991 — 1993
MBA, Dual Degree in Finance & International Business
Austin College 1987 — 1991
B.A., Business
Coronado High School 1984 — 1987
Diploma
Jason Klipfel's H&R Block Financial Advisors, Inc. Experience August 2006 - January 2008
Job Safety Reporting Specialist at Kansas City Southern Railway
Industry Transportation/Trucking/Railroad
Experience
Kansas City Southern Railway February 2008 - Present
H&R Block Financial Advisors, Inc. August 2006 - January 2008
H&R Block Financial Advisors March 2004 - July 2006
Payless ShoeSource July 2002 - February 2004
Payless ShoeSource June 1999 - June 2002
Skills
Management, Financial Modeling, Analysis, Accounting, Strategic Planning, Strategic Financial..., Business Planning, Financial Reporting, Payroll, Strategy, Finance, Project Planning, Budgets, Financial Analysis, Forecasting, Process Improvement
Education
University of Missouri-Columbia 1992 — 1999
Kansas City Southern Railway February 2008 - Present
H&R Block Financial Advisors, Inc. August 2006 - January 2008
H&R Block Financial Advisors March 2004 - July 2006
Payless ShoeSource July 2002 - February 2004
Payless ShoeSource June 1999 - June 2002
Skills
Management, Financial Modeling, Analysis, Accounting, Strategic Planning, Strategic Financial..., Business Planning, Financial Reporting, Payroll, Strategy, Finance, Project Planning, Budgets, Financial Analysis, Forecasting, Process Improvement
Education
University of Missouri-Columbia 1992 — 1999
Kui-man Chong's H&R Block Financial Advisors, Inc. Experience January 2000 - October 2008
Job Syndicate Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisors Services, Inc. October 2008 - October 2009
H&R Block Financial Advisors, Inc. January 2000 - October 2008
OLDE Discount Corporation December 1989 - December 1999
Olde Discount Corporation September 1987 - December 1989
Olde Discount Corporation March 1987 - September 1987
Olde Discount Corporation September 1986 - March 1987
Education
University of Detroit Mercy 1985 — 1986
Master of Arts, Economics
University of Detroit Mercy 1983 — 1985
Master of Business Administration
Concordia University 1979 — 1983
Bachelor of Commerce
Vanier College 1977 — 1979
Pure and Applied Science
High School of Montreal 1975 — 1977
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisors Services, Inc. October 2008 - October 2009
H&R Block Financial Advisors, Inc. January 2000 - October 2008
OLDE Discount Corporation December 1989 - December 1999
Olde Discount Corporation September 1987 - December 1989
Olde Discount Corporation March 1987 - September 1987
Olde Discount Corporation September 1986 - March 1987
Education
University of Detroit Mercy 1985 — 1986
Master of Arts, Economics
University of Detroit Mercy 1983 — 1985
Master of Business Administration
Concordia University 1979 — 1983
Bachelor of Commerce
Vanier College 1977 — 1979
Pure and Applied Science
High School of Montreal 1975 — 1977
Ferdenia (Deena) Porter's H&R Block Financial Advisors, Inc. Experience October 1986 - October 2009
Job Owner at Sweet Deena's Delights, LLC
Industry Financial Services
Experience
Sweet Deena's Delights, LLC April 2010 - Present
Ameriprise Financial Services, Inc. October 1986 - October 2010
H&R Block Financial Advisors, Inc. October 1986 - October 2009
H & R Block Financial Advisors 1986 - 2009
Skills
Adaptation, Retirement, Microsoft Office, Customer Service, Customer Relations, Excel, Problem Solving, Outlook, PowerPoint, Word, Mentoring, Supervisory Skills
Education
University of Phoenix 2011 — 2014
Bachelor, Marketing
Specs Howard School of Broadcasting 1999 — 2000
Certificate of Completion, Concentration in Radio Broadcasting
Sweet Deena's Delights, LLC April 2010 - Present
Ameriprise Financial Services, Inc. October 1986 - October 2010
H&R Block Financial Advisors, Inc. October 1986 - October 2009
H & R Block Financial Advisors 1986 - 2009
Skills
Adaptation, Retirement, Microsoft Office, Customer Service, Customer Relations, Excel, Problem Solving, Outlook, PowerPoint, Word, Mentoring, Supervisory Skills
Education
University of Phoenix 2011 — 2014
Bachelor, Marketing
Specs Howard School of Broadcasting 1999 — 2000
Certificate of Completion, Concentration in Radio Broadcasting
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