VSR Financial Services
Industry: Company
DescriptionFounded: 1985 Parent organization: Cetera Financial Group Subsidiary: VSR Financial Services, Inc., Asset Management Arm
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VSR Financial Services Employees
Employee
Years
Job
Industry
Carrie Forsberg Carrie Forsberg's VSR Financial Services Experience June 2006 - June 2014
Job New Business Team Leader at VSR Financial Services
Industry Financial Services
Experience
Full-time Student December 2014 - Present
VSR Financial Services June 2006 - June 2014
Verizon Business January 2003 - March 2006
Eriksson AB April 2001 - May 2003
Skills
Series 7, Swedish, Wealth Management, New Business Development, FINRA, Insurance, Process Improvement, Microsoft Excel, Leadership, Customer Service
Education
Benedictine College 1995 — 1999
Bachelor of Arts, Journalism and Mass Communication
Full-time Student December 2014 - Present
VSR Financial Services June 2006 - June 2014
Verizon Business January 2003 - March 2006
Eriksson AB April 2001 - May 2003
Skills
Series 7, Swedish, Wealth Management, New Business Development, FINRA, Insurance, Process Improvement, Microsoft Excel, Leadership, Customer Service
Education
Benedictine College 1995 — 1999
Bachelor of Arts, Journalism and Mass Communication
Bob Scullen, CFP® Bob Scullen, CFP®'s VSR Financial Services Experience 2002 - 2007
Job Capital Financial Services
Industry Financial Services
Experience
Capital Financial Services 2007 - Present
American Cancer Society 2002 - 2012
VSR Financial Services 2002 - 2007
SunAmerica Securties 1993 - 2002
Skills
Fundraising, Volunteer Management, Program Development, Philanthropy, Nonprofits, Community Outreach, Customer Service, Event Management, Community Development, Planned Giving, Public Relations, Event Planning, Grants, Stewardship, Board Development
Education
United States Air Force Academy
BS
Capital Financial Services 2007 - Present
American Cancer Society 2002 - 2012
VSR Financial Services 2002 - 2007
SunAmerica Securties 1993 - 2002
Skills
Fundraising, Volunteer Management, Program Development, Philanthropy, Nonprofits, Community Outreach, Customer Service, Event Management, Community Development, Planned Giving, Public Relations, Event Planning, Grants, Stewardship, Board Development
Education
United States Air Force Academy
BS
Trey Garrard Trey Garrard's VSR Financial Services Experience August 2005 - August 2011
Job Senior Investment Officer at First Farmers and Merchants Bank
Industry Financial Services
Experience
First Farmers and Merchants Bank August 2011 - Present
Investment Professionals, Inc. August 2011 - Present
VSR Financial Services August 2005 - August 2011
Community First Bank & Trust August 2005 - August 2011
Northwestern Mutual December 2003 - July 2005
Skills
Investments, Strategic Financial..., Estate Planning, Wealth Management, Finance, Series 7, Mutual Funds, Investment Advisory, Personal Finance, Asset Allocation, Investment Strategies, Insurance, Retirement Planning, Retirement, Financial Advisory
Education
University of Arkansas at Fayetteville 1982 — 1984
University of North Texas 1981 — 1982
First Farmers and Merchants Bank August 2011 - Present
Investment Professionals, Inc. August 2011 - Present
VSR Financial Services August 2005 - August 2011
Community First Bank & Trust August 2005 - August 2011
Northwestern Mutual December 2003 - July 2005
Skills
Investments, Strategic Financial..., Estate Planning, Wealth Management, Finance, Series 7, Mutual Funds, Investment Advisory, Personal Finance, Asset Allocation, Investment Strategies, Insurance, Retirement Planning, Retirement, Financial Advisory
Education
University of Arkansas at Fayetteville 1982 — 1984
University of North Texas 1981 — 1982
Tyler Klyn Tyler Klyn's VSR Financial Services Experience May 2013 - Present
Job Registered Financial Representative at VSR Financial Services and Leighton State Bank
Industry Financial Services
Experience
VSR Financial Services May 2013 - Present
Leighton State Bank June 2012 - August 2012
Northwestern College August 2011 - May 2012
Education
Leadership Red Rock 2014 — 2015
Marion County
Northwestern College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Business Administration: Finance
Pella Christian High School 2005 — 2009
VSR Financial Services May 2013 - Present
Leighton State Bank June 2012 - August 2012
Northwestern College August 2011 - May 2012
Education
Leadership Red Rock 2014 — 2015
Marion County
Northwestern College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Business Administration: Finance
Pella Christian High School 2005 — 2009
Karen Lore's VSR Financial Services Experience September 2004 - November 2008
Job Account Manager at The Reilly Company
Industry Insurance
Experience
The Reilly Company August 2014 - Present
RT Specialty February 2014 - August 2014
Power Group Companies November 2008 - February 2014
Silpada Designs December 2007 - December 2013
VSR Financial Services September 2004 - November 2008
Skills
Insurance, Workers Compensation, Commercial Insurance, Property, Liability, Outlook, Microsoft Excel, Commercial Lines
Education
Emporia State University 1999 — 2003
Bachelor of Science (BS), Business Management
The Reilly Company August 2014 - Present
RT Specialty February 2014 - August 2014
Power Group Companies November 2008 - February 2014
Silpada Designs December 2007 - December 2013
VSR Financial Services September 2004 - November 2008
Skills
Insurance, Workers Compensation, Commercial Insurance, Property, Liability, Outlook, Microsoft Excel, Commercial Lines
Education
Emporia State University 1999 — 2003
Bachelor of Science (BS), Business Management
David Girmann David Girmann's VSR Financial Services Experience 2004 - 2005
Job Consultant at Strategy & Resources LLC
Industry Financial Services
Experience
Strategy & Resources LLC September 2015 - Present
Little Dutch Trading Company June 2003 - Present
Children's Dyslexia Centers 2010 - Present
Huntington Investment Company May 2014 - August 2015
Ancient Accepted Scottish Rite, Valley of Cincinnati May 2009 - May 2015
Lincoln Investment Planning January 2011 - December 2013
Great American Advisors 2008 - 2010
Cincom Systems, Inc 2005 - 2008
VSR Financial Services 2004 - 2005
The O.N. Equity Sales Company 1999 - 2003
Skills
Mutual Funds, Retirement Planning, Investments, Marketing, Wealth Management, Fixed Annuities, Investment Advisory, 401k, Alternative Investments, Insurance, Financial Services, Sales, Relationship Management, FINRA, Securities, Leadership, Investment Strategies, Financial Advisory, Series 24, Series 63, Life Insurance, Asset Allocation, Financial Analysis, Series 7, Retirement, Strategic Planning, Mentoring, Team Building, Compliance, Operations Management, Motivational Speaking, Consultative Approach, Portfolio Management
Education
Xavier University
MBA
University of Cincinnati
BS
Strategy & Resources LLC September 2015 - Present
Little Dutch Trading Company June 2003 - Present
Children's Dyslexia Centers 2010 - Present
Huntington Investment Company May 2014 - August 2015
Ancient Accepted Scottish Rite, Valley of Cincinnati May 2009 - May 2015
Lincoln Investment Planning January 2011 - December 2013
Great American Advisors 2008 - 2010
Cincom Systems, Inc 2005 - 2008
VSR Financial Services 2004 - 2005
The O.N. Equity Sales Company 1999 - 2003
Skills
Mutual Funds, Retirement Planning, Investments, Marketing, Wealth Management, Fixed Annuities, Investment Advisory, 401k, Alternative Investments, Insurance, Financial Services, Sales, Relationship Management, FINRA, Securities, Leadership, Investment Strategies, Financial Advisory, Series 24, Series 63, Life Insurance, Asset Allocation, Financial Analysis, Series 7, Retirement, Strategic Planning, Mentoring, Team Building, Compliance, Operations Management, Motivational Speaking, Consultative Approach, Portfolio Management
Education
Xavier University
MBA
University of Cincinnati
BS
Jon Stanfield Jon Stanfield's VSR Financial Services Experience July 2005 - Present
Job CoPresident at VSR Financial Services
Industry Financial Services
Experience
VSR Financial Services July 2005 - Present
US Army Europe July 2003 - September 2005
US Army Europe February 2003 - June 2003
US Army Europe March 2001 - May 2002
US Army - Ft. Sill 1999 - 2001
Skills
Securities, Arbitration, Defense, Mediation, Criminal Law, Estate Planning, Military Justice, Risk Management, Litigation, Security Clearance, Commercial Litigation, Government
Education
The George Washington University Law School 1994 — 1997
JD
University of Michigan 1990 — 1994
AB, Political Science
VSR Financial Services July 2005 - Present
US Army Europe July 2003 - September 2005
US Army Europe February 2003 - June 2003
US Army Europe March 2001 - May 2002
US Army - Ft. Sill 1999 - 2001
Skills
Securities, Arbitration, Defense, Mediation, Criminal Law, Estate Planning, Military Justice, Risk Management, Litigation, Security Clearance, Commercial Litigation, Government
Education
The George Washington University Law School 1994 — 1997
JD
University of Michigan 1990 — 1994
AB, Political Science
Kate Witt's VSR Financial Services Experience October 2013 - Present
Job intern at VSR Financial Services
Industry Financial Services
Experience
VSR Financial Services October 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Research, Customer Service, PowerPoint, Teamwork, Public Speaking
Education
The College of Wooster 2014 — 2018
St. Teresa's Academy 2009 — 2013
VSR Financial Services October 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Research, Customer Service, PowerPoint, Teamwork, Public Speaking
Education
The College of Wooster 2014 — 2018
St. Teresa's Academy 2009 — 2013
Jeff Eisenhauer's VSR Financial Services Experience January 2008 - Present
Job VPTrade Desk Director at VSR Financial Services
Industry Financial Services
Experience
VSR Financial Services January 2008 - Present
TIAA-CREF April 2004 - December 2007
American Century Investments October 1995 - March 2004
Skills
Series 4 Options..., Series 53 Municipal..., Series 7 General..., Series 24 General..., Series 6 Investment..., Series 63 Uniform..., Pershing Netx360, Morningstar Office, First Clearing...
Education
The University of Kansas
Bachelor of General Studies BGS
VSR Financial Services January 2008 - Present
TIAA-CREF April 2004 - December 2007
American Century Investments October 1995 - March 2004
Skills
Series 4 Options..., Series 53 Municipal..., Series 7 General..., Series 24 General..., Series 6 Investment..., Series 63 Uniform..., Pershing Netx360, Morningstar Office, First Clearing...
Education
The University of Kansas
Bachelor of General Studies BGS
Philip Bess Philip Bess's VSR Financial Services Experience July 2013 - January 2015
Job OSJ Manager at CommunityAmerica Financial Solutions
Industry Financial Services
Experience
CommunityAmerica Financial Solutions February 2015 - Present
VSR Financial Services July 2013 - January 2015
Wells Fargo Advisors March 2010 - July 2013
First Allied Advisory Services August 2007 - April 2009
Education
Truman State University 2003 — 2007
Bachelor of Science (B.S.), Finance
CommunityAmerica Financial Solutions February 2015 - Present
VSR Financial Services July 2013 - January 2015
Wells Fargo Advisors March 2010 - July 2013
First Allied Advisory Services August 2007 - April 2009
Education
Truman State University 2003 — 2007
Bachelor of Science (B.S.), Finance
Brooke Douglas's VSR Financial Services Experience May 2007 - August 2007
Job Project Manager at Huhtamaki Inc.
Industry Logistics and Supply Chain
Experience
Huhtamaki April 2015 - Present
Huhtamaki Inc. February 2012 - Present
Quinton's Bar & Deli 2008 - April 2012
Ted's Montana Grill October 2007 - January 2009
VSR Financial Services May 2007 - August 2007
Skills
Time Management, Logistics, Sales, Customer Service, Leadership, Inventory Management, Microsoft Office, Microsoft Excel, Team Leadership, Marketing, Account Management, Event Planning, PowerPoint, Microsoft Word, Outlook, Management, Training, Teamwork, Team Building, Strategic Planning, Marketing Strategy, Process Improvement, Recruiting
Education
University of Kansas 2006 — 2011
Bachelor's of Science in Business, Management, International Business, Human Resources
Huhtamaki April 2015 - Present
Huhtamaki Inc. February 2012 - Present
Quinton's Bar & Deli 2008 - April 2012
Ted's Montana Grill October 2007 - January 2009
VSR Financial Services May 2007 - August 2007
Skills
Time Management, Logistics, Sales, Customer Service, Leadership, Inventory Management, Microsoft Office, Microsoft Excel, Team Leadership, Marketing, Account Management, Event Planning, PowerPoint, Microsoft Word, Outlook, Management, Training, Teamwork, Team Building, Strategic Planning, Marketing Strategy, Process Improvement, Recruiting
Education
University of Kansas 2006 — 2011
Bachelor's of Science in Business, Management, International Business, Human Resources
Beth Garlick Beth Garlick's VSR Financial Services Experience January 2015 - September 2015
Job Marketing Consultant at VSR Financial Services, INC.
Industry Financial Services
Experience
VSR Financial Services, INC. September 2015 - Present
VSR Financial Services January 2015 - September 2015
VSR Financial Services September 2013 - December 2014
VSR Financial Services May 2012 - September 2013
VSR Financial Services March 2011 - May 2012
Informix Software January 2001 - May 2001
Informix Software September 1993 - January 2000
Sprint, North Supply August 1988 - September 1993
Skills
Series 7, series 66, Marketing, Leadership, Project Management, Customer Service, Contract Negotiation, Negotiation, Process Improvement, Analysis, Sales, Program Management, Vendor Management
Education
Avila University 1990 — 1993
Master of Business Administration, Management
The University of Kansas 1982 — 1986
Bachelor of General Studies, Personnel Administration
VSR Financial Services, INC. September 2015 - Present
VSR Financial Services January 2015 - September 2015
VSR Financial Services September 2013 - December 2014
VSR Financial Services May 2012 - September 2013
VSR Financial Services March 2011 - May 2012
Informix Software January 2001 - May 2001
Informix Software September 1993 - January 2000
Sprint, North Supply August 1988 - September 1993
Skills
Series 7, series 66, Marketing, Leadership, Project Management, Customer Service, Contract Negotiation, Negotiation, Process Improvement, Analysis, Sales, Program Management, Vendor Management
Education
Avila University 1990 — 1993
Master of Business Administration, Management
The University of Kansas 1982 — 1986
Bachelor of General Studies, Personnel Administration
Betty Jo Armagost Betty Jo Armagost's VSR Financial Services Experience 1994 - 2011
Job Securities Representive at Armagost Financial Group
Industry Financial Services
Experience
Armagost Financial Group October 2007 - Present
VSR Financial Services 1994 - 2011
Education
University of Nebraska at Kearney 1963 — 1967
BA+, Education
Armagost Financial Group October 2007 - Present
VSR Financial Services 1994 - 2011
Education
University of Nebraska at Kearney 1963 — 1967
BA+, Education
Daren Havens Daren Havens's VSR Financial Services Experience May 2013 - Present
Job 2015 is off to a great start!
Industry Financial Services
Experience
VSR Financial Services May 2013 - Present
Fred Pryor Seminars February 2013 - May 2013
Eddie Sharp Racing January 2012 - June 2012
University of Northwestern Ohio October 2010 - September 2011
Bensussen Deutsch & Associates March 2010 - September 2010
ARCA - Automobile Racing Club of America April 2000 - April 2010
Skills
Sports Marketing, Social Media, Sponsorship, Marketing Strategy, Public Relations, NASCAR, Marketing, Event Management, Press Releases, Event Planning, Sports, Social Networking, Advertising, Social Media Marketing, Brand Development, Business Development, Facebook, Digital Marketing, Email Marketing, Online Marketing, Sports Management, Training, Marketing Communications
Education
University of Florida
VSR Financial Services May 2013 - Present
Fred Pryor Seminars February 2013 - May 2013
Eddie Sharp Racing January 2012 - June 2012
University of Northwestern Ohio October 2010 - September 2011
Bensussen Deutsch & Associates March 2010 - September 2010
ARCA - Automobile Racing Club of America April 2000 - April 2010
Skills
Sports Marketing, Social Media, Sponsorship, Marketing Strategy, Public Relations, NASCAR, Marketing, Event Management, Press Releases, Event Planning, Sports, Social Networking, Advertising, Social Media Marketing, Brand Development, Business Development, Facebook, Digital Marketing, Email Marketing, Online Marketing, Sports Management, Training, Marketing Communications
Education
University of Florida
Scott Sturgeon's VSR Financial Services Experience May 2012 - May 2013
Job Corporate Trust Administrator
Industry Banking
Experience
Commerce Bank December 2014 - Present
Shook, Hardy & Bacon L.L.P. July 2014 - December 2014
VSR Financial Services May 2012 - May 2013
KAI Total Pavement Management 2006 - 2010
United States Senate May 2009 - July 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Fly Fishing, Management, Public Speaking, Business Development, Research, Legal Research, Finance
Education
University of Missouri-Kansas City 2011 — 2013
Master of Business Administration (MBA), Finance & General Management
University of Missouri-Kansas City School of Law 2010 — 2013
Doctor of Law (JD)
University of Kansas 2006 — 2010
Bachelor of Arts (BA) History; Minor in Business
Commerce Bank December 2014 - Present
Shook, Hardy & Bacon L.L.P. July 2014 - December 2014
VSR Financial Services May 2012 - May 2013
KAI Total Pavement Management 2006 - 2010
United States Senate May 2009 - July 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Fly Fishing, Management, Public Speaking, Business Development, Research, Legal Research, Finance
Education
University of Missouri-Kansas City 2011 — 2013
Master of Business Administration (MBA), Finance & General Management
University of Missouri-Kansas City School of Law 2010 — 2013
Doctor of Law (JD)
University of Kansas 2006 — 2010
Bachelor of Arts (BA) History; Minor in Business
Bob Zoller's VSR Financial Services Experience August 1998 - December 2007
Job Business Development Executive, Certified Scrum Master (CSM)
Industry Information Technology and Services
Experience
Zoller Enterprises, LLC March 2003 - Present
Wicketball April 2000 - Present
HealthCare Solutions June 2013 - November 2014
Data Connect Corporation March 2013 - September 2013
VSR Financial Services August 1998 - December 2007
Prudential Financial February 1995 - July 1998
Cordry Appraisal Services August 1991 - January 1995
Zoller Enterprises, Inc. January 1992 - December 1993
Kevin K. Nunnink & Associates July 1989 - July 1991
O'Brien Development August 1986 - May 1989
Skills
Business Development, Negotiation, Business Strategy, Marketing Strategy, Sales, Product Development, Product Launch, Start-ups, Global Network..., CRM, E-commerce, Fundraising, Private Equity, Growth Strategies, Competitive Analysis, Positioning, Consultative Sales..., International Business..., Sports, Sports Marketing, Leadership, Finance, Real Estate, New Business Development, Team Building, Customer Service, Commercial Real Estate, Entrepreneurship, Investments, Strategic Planning, Nonprofits, Business Planning, Investment Properties
Education
California Polytechnic State University-San Luis Obispo 1987 — 1989
MBA
California Polytechnic State University-San Luis Obispo 1984 — 1987
Bachelor of Science (BS)
University of California, Irvine 1981 — 1983
Zoller Enterprises, LLC March 2003 - Present
Wicketball April 2000 - Present
HealthCare Solutions June 2013 - November 2014
Data Connect Corporation March 2013 - September 2013
VSR Financial Services August 1998 - December 2007
Prudential Financial February 1995 - July 1998
Cordry Appraisal Services August 1991 - January 1995
Zoller Enterprises, Inc. January 1992 - December 1993
Kevin K. Nunnink & Associates July 1989 - July 1991
O'Brien Development August 1986 - May 1989
Skills
Business Development, Negotiation, Business Strategy, Marketing Strategy, Sales, Product Development, Product Launch, Start-ups, Global Network..., CRM, E-commerce, Fundraising, Private Equity, Growth Strategies, Competitive Analysis, Positioning, Consultative Sales..., International Business..., Sports, Sports Marketing, Leadership, Finance, Real Estate, New Business Development, Team Building, Customer Service, Commercial Real Estate, Entrepreneurship, Investments, Strategic Planning, Nonprofits, Business Planning, Investment Properties
Education
California Polytechnic State University-San Luis Obispo 1987 — 1989
MBA
California Polytechnic State University-San Luis Obispo 1984 — 1987
Bachelor of Science (BS)
University of California, Irvine 1981 — 1983
Robert Kramer, ChFC, CASL,CLU, LUTCF Robert Kramer, ChFC, CASL,CLU, LUTCF's VSR Financial Services Experience 2003 - Present
Job Tactical investment strategies for professionals and retirees.
Industry Financial Services
Experience
Financial Partners, Inc. September 2000 - Present
VSR Financial Services 2003 - Present
McCune and Reed, Inc. 1986 - 2000
Webster City High School, Webster City, Iowa 1984 - 1986
Skills
Personal Financial..., Tactical Investment..., Life Insurance, Exchange Traded Funds, Mutual Funds, Estate Planning, Alternative Investments, Strategic Financial..., Business Development..., Securities, Retirement, Investments, FINRA, Series 7, Retirement Planning, Investment Advisory, Series 63, Financial Advisory, Financial Services, Wealth Management, Insurance, Investment Strategies, Fixed Annuities, Wealth, Uniform Combined State..., IRAs, Series 24, Asset Management, 401k, Portfolio Management, Financial Planners, Disability Insurance, Investment Management, Pensions, Bonds, Asset Allocation, Finance, Equities, Private Placements, College Savings Plans, Wealth Accumulation, Long-term Care, Strategic Planning
Education
University of Northern Iowa 1977 — 1983
B.A., Business Education
The Strategic Coach 2006 — 2015
Masters Program, Entrepreneurial Study Group
The American College 1999 — 2013
ChFC, CLU, CASL, LUTCF, Retirement Planning, Education Planning, Estate Planning, Budget and Finance, Income Replacement
Licensure
FINRA, Securities Series 6, 7 and 63 Licensed
Financial Partners, Inc. September 2000 - Present
VSR Financial Services 2003 - Present
McCune and Reed, Inc. 1986 - 2000
Webster City High School, Webster City, Iowa 1984 - 1986
Skills
Personal Financial..., Tactical Investment..., Life Insurance, Exchange Traded Funds, Mutual Funds, Estate Planning, Alternative Investments, Strategic Financial..., Business Development..., Securities, Retirement, Investments, FINRA, Series 7, Retirement Planning, Investment Advisory, Series 63, Financial Advisory, Financial Services, Wealth Management, Insurance, Investment Strategies, Fixed Annuities, Wealth, Uniform Combined State..., IRAs, Series 24, Asset Management, 401k, Portfolio Management, Financial Planners, Disability Insurance, Investment Management, Pensions, Bonds, Asset Allocation, Finance, Equities, Private Placements, College Savings Plans, Wealth Accumulation, Long-term Care, Strategic Planning
Education
University of Northern Iowa 1977 — 1983
B.A., Business Education
The Strategic Coach 2006 — 2015
Masters Program, Entrepreneurial Study Group
The American College 1999 — 2013
ChFC, CLU, CASL, LUTCF, Retirement Planning, Education Planning, Estate Planning, Budget and Finance, Income Replacement
Licensure
FINRA, Securities Series 6, 7 and 63 Licensed
Raven M. Olivarez~Weber Raven M. Olivarez~Weber's VSR Financial Services Experience June 2006 - October 2010
Job Senior Operations Analyst
Industry Financial Services
Experience
Tortoise Capital Advisors October 2010 - Present
VSR Financial Services June 2006 - October 2010
Sonic Drive-In 2000 - 2006
Skills
Advent TrustedNetwork, Investment Advisory, Retirement Planning, Customer Service, Microsoft Excel, Portfolio Management, Banking, Series 7, Asset Management, CRM, Financial Analysis, Negotiation, PowerPoint, Research, Insurance, Leadership, Strategic Planning, Series 63, Investments
Education
Park University 2001 — 2005
BA, Finance and Management
Tortoise Capital Advisors October 2010 - Present
VSR Financial Services June 2006 - October 2010
Sonic Drive-In 2000 - 2006
Skills
Advent TrustedNetwork, Investment Advisory, Retirement Planning, Customer Service, Microsoft Excel, Portfolio Management, Banking, Series 7, Asset Management, CRM, Financial Analysis, Negotiation, PowerPoint, Research, Insurance, Leadership, Strategic Planning, Series 63, Investments
Education
Park University 2001 — 2005
BA, Finance and Management
Melody Needham Melody Needham's VSR Financial Services Experience November 2003 - February 2006
Job Merchandising Assistant at Lansing Trade Group, LLC
Industry Farming
Experience
Lansing Trade Group, LLC July 2008 - Present
Williams Foods, Inc. June 2006 - June 2008
VSR Financial Services November 2003 - February 2006
Johnson County Community College August 2002 - August 2003
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Inventory Management, Microsoft Office, Process Improvement, Sales Management, Accounting, Data Entry, Marketing Strategy, Financial Analysis
Education
Emporia State University 2002 — 2005
Business Administration, Management
Johnson County Community College 2002 — 2003
Associate of Arts, Liberal Arts
Lansing Trade Group, LLC July 2008 - Present
Williams Foods, Inc. June 2006 - June 2008
VSR Financial Services November 2003 - February 2006
Johnson County Community College August 2002 - August 2003
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Inventory Management, Microsoft Office, Process Improvement, Sales Management, Accounting, Data Entry, Marketing Strategy, Financial Analysis
Education
Emporia State University 2002 — 2005
Business Administration, Management
Johnson County Community College 2002 — 2003
Associate of Arts, Liberal Arts
Jeff Goodnow's VSR Financial Services Experience March 2003 - September 2015
Job National Sales Manager at Potomac Fund Management, Inc.
Industry Financial Services
Experience
Potomac Fund Management, Inc. September 2015 - Present
VSR Financial Services March 2003 - September 2015
American Century Investments 1997 - 2002
Security Benefit January 1995 - May 1997
Skills
Project Management, Sales, Banking, Web Development, Securities, Portfolio Management, Investments, Strategic Financial..., Asset Managment, Series 7, Investment Advisory, Retirement Planning
Education
The University of Kansas
Bachelors, Psychology
Potomac Fund Management, Inc. September 2015 - Present
VSR Financial Services March 2003 - September 2015
American Century Investments 1997 - 2002
Security Benefit January 1995 - May 1997
Skills
Project Management, Sales, Banking, Web Development, Securities, Portfolio Management, Investments, Strategic Financial..., Asset Managment, Series 7, Investment Advisory, Retirement Planning
Education
The University of Kansas
Bachelors, Psychology
Bill Elson Bill Elson's VSR Financial Services Experience 1988 - Present
Job CFP at Spectrum Financial Services
Industry Investment Management
Experience
Spectrum Financial Services January 1988 - Present
VSR Financial Services 1988 - Present
Skills
Investment Advisory, AAMS, Series 63, Retirement Planning, Retirement, IRAs, Investments, Series 7, Asset Managment, Fixed Annuities, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Registered Investment..., Certified Financial..., Wealth Management..., Financial Advisory
Education
Iowa State University 1981 — 1985
Bachelor of Science (B.S.)
Iowa State University 1981 — 1985
Bachelor of Science (BS), Agricultural Business
Spectrum Financial Services January 1988 - Present
VSR Financial Services 1988 - Present
Skills
Investment Advisory, AAMS, Series 63, Retirement Planning, Retirement, IRAs, Investments, Series 7, Asset Managment, Fixed Annuities, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Registered Investment..., Certified Financial..., Wealth Management..., Financial Advisory
Education
Iowa State University 1981 — 1985
Bachelor of Science (B.S.)
Iowa State University 1981 — 1985
Bachelor of Science (BS), Agricultural Business
Faith Burns Faith Burns's VSR Financial Services Experience May 2007 - May 2008
Job Operations Manager at AG Financial Solutions
Industry Financial Services
Experience
AG Financial Solutions June 2008 - Present
VSR Financial Services May 2007 - May 2008
VSR Financial Services September 2002 - May 2007
Skills
Customer Service, Microsoft Office, Microsoft Word, Investments, Leadership, Outlook, Finance, Time Management, Data Entry, Financial Services, Series 7, Team Building, Retirement Planning, Communication, Process Improvement
Education
Evangel University 2003 — 2007
Bachelor’s Degree, Marketing and Management
AG Financial Solutions June 2008 - Present
VSR Financial Services May 2007 - May 2008
VSR Financial Services September 2002 - May 2007
Skills
Customer Service, Microsoft Office, Microsoft Word, Investments, Leadership, Outlook, Finance, Time Management, Data Entry, Financial Services, Series 7, Team Building, Retirement Planning, Communication, Process Improvement
Education
Evangel University 2003 — 2007
Bachelor’s Degree, Marketing and Management
Cassie Healy's VSR Financial Services Experience August 2006 - January 2009
Job Staff Accountant at PCG
Industry Accounting
Experience
Performance Contracting, Inc. (PCI) December 2014 - Present
Ameristar Casino November 2012 - December 2014
City of Lenexa February 2012 - September 2012
City of Lenexa May 2005 - August 2011
VSR Financial Services August 2006 - January 2009
Skills
Accounting, Journal Entries, Data Entry, Microsoft Dynamics AX, Microsoft Office, Teamwork, Invoice Processing, General Ledger, Accounts Payable, Microsoft Excel, Internal Controls, Microsoft Word, Customer Service, Communication, Finance, Casino Gaming, Hands-on Training, Casino, Account Reconciliation, Financial Reporting, Auditing, Oral & Written..., 10 Key
Education
Pittsburg State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Shawnee Mission West High School
Performance Contracting, Inc. (PCI) December 2014 - Present
Ameristar Casino November 2012 - December 2014
City of Lenexa February 2012 - September 2012
City of Lenexa May 2005 - August 2011
VSR Financial Services August 2006 - January 2009
Skills
Accounting, Journal Entries, Data Entry, Microsoft Dynamics AX, Microsoft Office, Teamwork, Invoice Processing, General Ledger, Accounts Payable, Microsoft Excel, Internal Controls, Microsoft Word, Customer Service, Communication, Finance, Casino Gaming, Hands-on Training, Casino, Account Reconciliation, Financial Reporting, Auditing, Oral & Written..., 10 Key
Education
Pittsburg State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Shawnee Mission West High School
Grant Trahant Grant Trahant's VSR Financial Services Experience August 2014 - Present
Job Digital Content Manager at Stand4 + Systems Analyst/Social Media Administrator at VSR + Renaissance Freelancer
Industry Media Production
Experience
Stand4 January 2015 - Present
Freelancer June 2010 - Present
VSR Financial Services August 2014 - Present
Education
Park University
Bachelor's degree, Political Science / Digital Media
Tulane University of Continuing Studies
Associate's Degree, Digital Communication and Media/Multimedia
Stand4 January 2015 - Present
Freelancer June 2010 - Present
VSR Financial Services August 2014 - Present
Education
Park University
Bachelor's degree, Political Science / Digital Media
Tulane University of Continuing Studies
Associate's Degree, Digital Communication and Media/Multimedia
Ken George Ken George's VSR Financial Services Experience October 2010 - June 2014
Job Advice to Financial Consultants
Industry Internet
Experience
Advisor Placement Group August 2015 - Present
George Advisory Corp. July 2014 - Present
VSR Financial Services October 2010 - June 2014
VSR Financial Services January 2010 - December 2010
VSR Financial Services September 1995 - December 2009
Dominion Capital Corp. October 1994 - September 1995
Skills
Series 7, Investments, Investment Advisory, Series 63, Series 24, Retirement Planning, Securities, Asset Managment, Estate Planning, Strategic Financial..., Uniform Combined State..., Insurance, Alternative Investments, FINRA, Asset Management, Finance, Financial Services, Financial Advisory, Leadership, Financial Planning
Education
University of North Texas 1969 — 1975
BBA, Marketing major, minor in Finance
Advisor Placement Group August 2015 - Present
George Advisory Corp. July 2014 - Present
VSR Financial Services October 2010 - June 2014
VSR Financial Services January 2010 - December 2010
VSR Financial Services September 1995 - December 2009
Dominion Capital Corp. October 1994 - September 1995
Skills
Series 7, Investments, Investment Advisory, Series 63, Series 24, Retirement Planning, Securities, Asset Managment, Estate Planning, Strategic Financial..., Uniform Combined State..., Insurance, Alternative Investments, FINRA, Asset Management, Finance, Financial Services, Financial Advisory, Leadership, Financial Planning
Education
University of North Texas 1969 — 1975
BBA, Marketing major, minor in Finance
Valencia Spooner Valencia Spooner's VSR Financial Services Experience April 2008 - Present
Job Experienced Financial Services Professional
Industry Financial Services
Experience
VSR Financial Services April 2008 - Present
George K. Baum & Company July 2006 - April 2008
Morgan Stanley July 2002 - July 2006
Skills
Microsoft Office, Investments, Sales, Securities, Asset Management, Project Management, Microsoft Excel, Customer Service, Insurance, Consolidated Reporting, Finance
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BSBA, Finance & Banking
VSR Financial Services April 2008 - Present
George K. Baum & Company July 2006 - April 2008
Morgan Stanley July 2002 - July 2006
Skills
Microsoft Office, Investments, Sales, Securities, Asset Management, Project Management, Microsoft Excel, Customer Service, Insurance, Consolidated Reporting, Finance
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BSBA, Finance & Banking
Michael J. Diederich, CFP Michael J. Diederich, CFP's VSR Financial Services Experience February 1999 - February 2003
Job Senior Vice President / Director of Portfolio Management UMB Private Wealth Management
Industry Investment Management
Experience
UMB Bank March 2003 - Present
Make-A-Wish Missouri July 2014 - Present
VSR Financial Services February 1999 - February 2003
Jones & Babson Mutual Funds February 1996 - February 1999
Education
University of Missouri-Kansas City 1999 — 2002
Master of Business Administration (M.B.A.)
Missouri State University
Bachelor's degree, Finance, General
UMB Bank March 2003 - Present
Make-A-Wish Missouri July 2014 - Present
VSR Financial Services February 1999 - February 2003
Jones & Babson Mutual Funds February 1996 - February 1999
Education
University of Missouri-Kansas City 1999 — 2002
Master of Business Administration (M.B.A.)
Missouri State University
Bachelor's degree, Finance, General
Melissa Downs Melissa Downs's VSR Financial Services Experience January 2008 - February 2010
Job Accountant at Midwest Bookkeepping & Tax Service
Industry Accounting
Experience
Midwest Bookkeepping & Tax Service February 2009 - Present
VSR Financial Services January 2008 - February 2010
Bank of the West 2006 - 2007
Skills
Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Account Reconciliation, General Ledger, Internal Controls, Tax, Accounts Payable, Fixed Assets, Accounts Receivable, GAAP, Journal Entries, Variance Analysis, Financial Statements, Cash Flow, Income Tax, Customer Satisfaction, Small Business Tax, Small Business, Cost Accounting, Finance, Sage
Education
University of Missouri-Kansas City 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Missouri- Columbia 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Midwest Bookkeepping & Tax Service February 2009 - Present
VSR Financial Services January 2008 - February 2010
Bank of the West 2006 - 2007
Skills
Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Account Reconciliation, General Ledger, Internal Controls, Tax, Accounts Payable, Fixed Assets, Accounts Receivable, GAAP, Journal Entries, Variance Analysis, Financial Statements, Cash Flow, Income Tax, Customer Satisfaction, Small Business Tax, Small Business, Cost Accounting, Finance, Sage
Education
University of Missouri-Kansas City 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Missouri- Columbia 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Jennifer Strader Jennifer Strader's VSR Financial Services Experience March 2014 - February 2015
Job Trade Desk Associate at BATS Global Markets, Inc.
Industry Financial Services
Experience
BATS Global Markets, Inc. July 2015 - Present
Tower Wealth Managers March 2015 - July 2015
VSR Financial Services March 2014 - February 2015
VSR Financial Services August 2011 - March 2014
Commerce Bank April 2010 - July 2011
Missouri Credit Union May 2008 - April 2010
Education
University of Missouri-Columbia, College of Business 2006 — 2009
Bachelor of Science in Business Administration, Finance and Banking
Stephens College 2005 — 2006
Fashion/Apparel Design
BATS Global Markets, Inc. July 2015 - Present
Tower Wealth Managers March 2015 - July 2015
VSR Financial Services March 2014 - February 2015
VSR Financial Services August 2011 - March 2014
Commerce Bank April 2010 - July 2011
Missouri Credit Union May 2008 - April 2010
Education
University of Missouri-Columbia, College of Business 2006 — 2009
Bachelor of Science in Business Administration, Finance and Banking
Stephens College 2005 — 2006
Fashion/Apparel Design
Chatten Scruggs, CTO/SVP Chatten Scruggs, CTO/SVP's VSR Financial Services Experience December 2008 - Present
Job Technology Solutions for Financial Advisors
Industry Financial Services
Experience
VSR Financial Services December 2008 - Present
VSR Financials Services 1998 - Present
VSR Financial Services March 1998 - December 2008
Financial Architects May 1995 - March 1998
Skills
Strategic Financial..., Investments, Portfolio Management, Insurance, Series 7, Financial Services, Asset Managment, Securities, CRM, Risk Management, Mutual Funds, Wealth Management, Business Strategy, Strategic Planning, Alternative Investments
Education
University of Missouri-Columbia 1991 — 1995
BS Financial Management Services
VSR Financial Services December 2008 - Present
VSR Financials Services 1998 - Present
VSR Financial Services March 1998 - December 2008
Financial Architects May 1995 - March 1998
Skills
Strategic Financial..., Investments, Portfolio Management, Insurance, Series 7, Financial Services, Asset Managment, Securities, CRM, Risk Management, Mutual Funds, Wealth Management, Business Strategy, Strategic Planning, Alternative Investments
Education
University of Missouri-Columbia 1991 — 1995
BS Financial Management Services
Sharon Caldwell Sharon Caldwell's VSR Financial Services Experience 2007 - 2009
Job Business Development at Vacasa
Industry Hospitality
Experience
Vacasa February 2015 - Present
AmeriDoc, LLC. February 2014 - Present
Vacasa February 2015 - August 2015
Gulf Coast Council of the Boy Scouts of America August 2014 - February 2015
ACN November 2013 - November 2014
Hardee's (Paradigm Investment) January 2013 - October 2013
Fifth Third Bank June 2011 - January 2013
Middle Tennessee Council Boy Scouts of America 2007 - 2012
Jason's Deli January 2009 - June 2011
VSR Financial Services 2007 - 2009
Skills
Public Speaking, Financial Educ, Business Networking, Social Networking, Referral Generation, Networking, Referrals, Marketing, Customer Service, Contract Negotiation, Team Leadership, Lead Generation, Operations Management, Leadership, Management, Training, Business Development, Human Resources, Recruiting, Sales, Marketing Strategy, Retail, Finance, Banking, Small Business, Team Building, Cold Calling, Customer Retention, Retail Sales, B2B, Customer Satisfaction, Strategic Planning, Event Management, Event Planning, Social Media, Coaching, New Business Development
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1993
BA Business, Marketing
Lee University 1989 — 1990
Woodward Academy 1987 — 1989
Vacasa February 2015 - Present
AmeriDoc, LLC. February 2014 - Present
Vacasa February 2015 - August 2015
Gulf Coast Council of the Boy Scouts of America August 2014 - February 2015
ACN November 2013 - November 2014
Hardee's (Paradigm Investment) January 2013 - October 2013
Fifth Third Bank June 2011 - January 2013
Middle Tennessee Council Boy Scouts of America 2007 - 2012
Jason's Deli January 2009 - June 2011
VSR Financial Services 2007 - 2009
Skills
Public Speaking, Financial Educ, Business Networking, Social Networking, Referral Generation, Networking, Referrals, Marketing, Customer Service, Contract Negotiation, Team Leadership, Lead Generation, Operations Management, Leadership, Management, Training, Business Development, Human Resources, Recruiting, Sales, Marketing Strategy, Retail, Finance, Banking, Small Business, Team Building, Cold Calling, Customer Retention, Retail Sales, B2B, Customer Satisfaction, Strategic Planning, Event Management, Event Planning, Social Media, Coaching, New Business Development
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1993
BA Business, Marketing
Lee University 1989 — 1990
Woodward Academy 1987 — 1989
Kerry Niece's VSR Financial Services Experience 2012 - Present
Job Financial Planner at VSR Financial Services
Industry Financial Services
Experience
VSR Financial Services 2012 - Present
Berthel Fisher & Co February 2002 - March 2012
Skills
Investment Advisory, Series 63, Investments, 401k Rollovers, Strategic Financial..., Retirement Planning, Wealth Management..., College Savings Plans, Securities, Estate Planning, Mutual Funds, Financial Planners, 401k, Retirement Plan..., Retirement, Wealth Management, Wealth Accumulation, Alternative Investments, Insurance, Series 7, Asset Allocation, Variable Annuities, Roth IRA
Education
Fort Hays State University 1969 — 1971
Bachelor of Science, Psychology
VSR Financial Services 2012 - Present
Berthel Fisher & Co February 2002 - March 2012
Skills
Investment Advisory, Series 63, Investments, 401k Rollovers, Strategic Financial..., Retirement Planning, Wealth Management..., College Savings Plans, Securities, Estate Planning, Mutual Funds, Financial Planners, 401k, Retirement Plan..., Retirement, Wealth Management, Wealth Accumulation, Alternative Investments, Insurance, Series 7, Asset Allocation, Variable Annuities, Roth IRA
Education
Fort Hays State University 1969 — 1971
Bachelor of Science, Psychology
Will Helixon's VSR Financial Services Experience August 2014 - Present
Job Corporate Counsel, VSR Financial Services, Inc.
Industry Financial Services
Experience
VSR Financial Services August 2014 - Present
U.S. Army July 2010 - August 2014
US Army August 2008 - July 2010
US Army July 2006 - August 2008
US Army July 2003 - July 2005
US Army August 2001 - July 2003
US Army August 1996 - July 2001
Helixon & Woods November 1993 - August 1996
Skills
Criminal Law, Military Experience, Defense, Government, Litigation, Military Justice, Trials, Legal Research, Criminal Defense, Administrative Law, Appeals, Courts, Mediation, Arbitration, Civil Litigation
Education
The Judge Advocate General's School 2005 — 2006
Master of Laws (LLM), Military Law (Criminal Law Specialty)
South Texas College of Law 1990 — 1993
Doctor of Law (J.D.), Trial Advocacy
University of North Texas 1985 — 1988
Bachelor of Arts (B.A.), Communication & Public Address
Houston Baptist University 1983 — 1985
Communication and Media Studies
VSR Financial Services August 2014 - Present
U.S. Army July 2010 - August 2014
US Army August 2008 - July 2010
US Army July 2006 - August 2008
US Army July 2003 - July 2005
US Army August 2001 - July 2003
US Army August 1996 - July 2001
Helixon & Woods November 1993 - August 1996
Skills
Criminal Law, Military Experience, Defense, Government, Litigation, Military Justice, Trials, Legal Research, Criminal Defense, Administrative Law, Appeals, Courts, Mediation, Arbitration, Civil Litigation
Education
The Judge Advocate General's School 2005 — 2006
Master of Laws (LLM), Military Law (Criminal Law Specialty)
South Texas College of Law 1990 — 1993
Doctor of Law (J.D.), Trial Advocacy
University of North Texas 1985 — 1988
Bachelor of Arts (B.A.), Communication & Public Address
Houston Baptist University 1983 — 1985
Communication and Media Studies
Karen Freeman's VSR Financial Services Experience June 2000 - Present
Job AVP, CMP
Industry Financial Services
Experience
VSR Financial Services June 2000 - Present
Freeman Meeting and Administrative Services June 1992 - June 1996
Skills
Retirement Planning, Mutual Funds, Securities, Series 7, Investments, Microsoft Office, Project Management, Uniform Combined State..., Alternative Investments, Wealth Management, Investment Advisory, Series 63, Portfolio Management, Customer Service
Education
Johnson County Community College 1990 — 1992
General Studies
UMKC 1987 — 1989
Piano
VSR Financial Services June 2000 - Present
Freeman Meeting and Administrative Services June 1992 - June 1996
Skills
Retirement Planning, Mutual Funds, Securities, Series 7, Investments, Microsoft Office, Project Management, Uniform Combined State..., Alternative Investments, Wealth Management, Investment Advisory, Series 63, Portfolio Management, Customer Service
Education
Johnson County Community College 1990 — 1992
General Studies
UMKC 1987 — 1989
Piano
Chris Koepsel's VSR Financial Services Experience October 2005 - June 2006
Job Associate at Latham & Watkins LLP
Industry Law Practice
Experience
Latham & Watkins October 2011 - Present
Latham & Watkins May 2010 - July 2010
Sullivan & Cromwell LLP May 2009 - August 2009
McDermott Will & Emery May 2008 - August 2008
Waddell & Reed August 2006 - August 2007
VSR Financial Services October 2005 - June 2006
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA)
University of Southern California Law School 2007 — 2011
Doctor of Law (JD)
The University of Kansas 2001 — 2005
B.S., Business and biochemistry
Latham & Watkins October 2011 - Present
Latham & Watkins May 2010 - July 2010
Sullivan & Cromwell LLP May 2009 - August 2009
McDermott Will & Emery May 2008 - August 2008
Waddell & Reed August 2006 - August 2007
VSR Financial Services October 2005 - June 2006
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA)
University of Southern California Law School 2007 — 2011
Doctor of Law (JD)
The University of Kansas 2001 — 2005
B.S., Business and biochemistry
Neil Whitmore's VSR Financial Services Experience February 2002 - July 2010
Job Owner of REO Solutions
Industry Real Estate
Experience
JDUB Marine Solutions September 2010 - January 2015
Wealth Asset Corp. May 2012 - December 2014
CK Properties Inc October 2013 - June 2014
RMS Asset Management Solutions January 2010 - March 2012
VSR Financial Services February 2002 - July 2010
Hewlett-Packard Company 2007 - 2008
Mercer June 2006 - September 2006
Larry Davis Construction June 2000 - October 2001
Situs January 2001 - June 2001
Barshop & Oles Company January 2000 - August 2000
Skills
Competitive Analysis, Business Strategy, Sales Management, Portfolio Management, Financial Modeling, Six Sigma, Investments, Microsoft Office, Risk Management, Series 7, Market Research, Social Media, Negotiation, Contract Negotiation, Analysis, PowerPoint, Public Speaking, Marketing Strategy, Asset Management, Change Management, Strategic Financial..., Customer Service, Marketing, Business Planning, Management, Microsoft Excel, Financial Analysis, Financial Planning, Customer Relations, Problem Solving, Funding, Excel, Market Analysis, Pricing, Word, Research, PowerPoint development, Sales Operations
Education
Rice University - Jesse H. Jones Graduate School of Business 2005 — 2007
MBA, Finance & Strategy, 3.5
The University of Texas at Austin 1997 — 2000
BA Economics, BA Government, Pre-Law, Economics & Governement, 3.3
Self Education 1978 — 1996
NA, Maritime Engineering, 4.0
JDUB Marine Solutions September 2010 - January 2015
Wealth Asset Corp. May 2012 - December 2014
CK Properties Inc October 2013 - June 2014
RMS Asset Management Solutions January 2010 - March 2012
VSR Financial Services February 2002 - July 2010
Hewlett-Packard Company 2007 - 2008
Mercer June 2006 - September 2006
Larry Davis Construction June 2000 - October 2001
Situs January 2001 - June 2001
Barshop & Oles Company January 2000 - August 2000
Skills
Competitive Analysis, Business Strategy, Sales Management, Portfolio Management, Financial Modeling, Six Sigma, Investments, Microsoft Office, Risk Management, Series 7, Market Research, Social Media, Negotiation, Contract Negotiation, Analysis, PowerPoint, Public Speaking, Marketing Strategy, Asset Management, Change Management, Strategic Financial..., Customer Service, Marketing, Business Planning, Management, Microsoft Excel, Financial Analysis, Financial Planning, Customer Relations, Problem Solving, Funding, Excel, Market Analysis, Pricing, Word, Research, PowerPoint development, Sales Operations
Education
Rice University - Jesse H. Jones Graduate School of Business 2005 — 2007
MBA, Finance & Strategy, 3.5
The University of Texas at Austin 1997 — 2000
BA Economics, BA Government, Pre-Law, Economics & Governement, 3.3
Self Education 1978 — 1996
NA, Maritime Engineering, 4.0
Kim Smith, SPHR's VSR Financial Services Experience December 2008 - November 2010
Job Regional Human Resources Director at 24 Hour Fitness
Industry Retail
Experience
24 Hour Fitness January 2011 - Present
VSR Financial Services December 2008 - November 2010
American Century Investments November 1992 - November 2008
Skills
Employee Relations, Succession Planning, Leadership, Training, Recruiting, Strategic Planning, Onboarding, Employee Benefits, Human Resources, Performance Management, Temporary Placement, Management, Personnel Management, Strategy, Employee Engagement, Leadership Development, Talent Acquisition, Talent Management, Workshop Facilitation, Organizational..., College Recruiting, Coaching, Workforce Planning, Employee Training, Benefits Administration, New Hire Orientations, Hiring, Interviews, Organizational...
Education
Webster University 1995 — 1997
Masters, Management
Webster University 1995 — 1997
Masters, Human Resource Development
The University of Kansas 1988 — 1992
Business Communications
24 Hour Fitness January 2011 - Present
VSR Financial Services December 2008 - November 2010
American Century Investments November 1992 - November 2008
Skills
Employee Relations, Succession Planning, Leadership, Training, Recruiting, Strategic Planning, Onboarding, Employee Benefits, Human Resources, Performance Management, Temporary Placement, Management, Personnel Management, Strategy, Employee Engagement, Leadership Development, Talent Acquisition, Talent Management, Workshop Facilitation, Organizational..., College Recruiting, Coaching, Workforce Planning, Employee Training, Benefits Administration, New Hire Orientations, Hiring, Interviews, Organizational...
Education
Webster University 1995 — 1997
Masters, Management
Webster University 1995 — 1997
Masters, Human Resource Development
The University of Kansas 1988 — 1992
Business Communications
Marc Seeherman's VSR Financial Services Experience September 2003 - Present
Job Owner, MS Mgmt. Co.
Industry Financial Services
Experience
VSR Financial Services September 2003 - Present
MS Mgmt. Co. 1983 - Present
Skills
Business Planning, Start-ups, Strategic Planning, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Marketing Strategy, Negotiation, Coaching, Leadership, Financial Modeling, Customer Service, Public Speaking, Real Estate, Energy
Education
University of Delaware
BSAC, Accounting and Finance
VSR Financial Services September 2003 - Present
MS Mgmt. Co. 1983 - Present
Skills
Business Planning, Start-ups, Strategic Planning, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Marketing Strategy, Negotiation, Coaching, Leadership, Financial Modeling, Customer Service, Public Speaking, Real Estate, Energy
Education
University of Delaware
BSAC, Accounting and Finance
Chelsea Cochran's VSR Financial Services Experience January 2009 - October 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2009 - Present
VSR Financial Services January 2009 - October 2009
LPL Financial August 2006 - December 2008
Education
Boise State University 2006 — 2008
Bachelor, Finance
North Idaho College 2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General
Ameriprise Financial November 2009 - Present
VSR Financial Services January 2009 - October 2009
LPL Financial August 2006 - December 2008
Education
Boise State University 2006 — 2008
Bachelor, Finance
North Idaho College 2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General
Mike Stanfield's VSR Financial Services Experience March 1985 - Present
Job CEO at VSR Financial Services
Industry Investment Management
Experience
VSR Financials Services 2009 - Present
VSR Financial Services March 1985 - Present
Education
University of Missouri-Columbia, College of Business 1963 — 1968
bs, Economics
VSR Financials Services 2009 - Present
VSR Financial Services March 1985 - Present
Education
University of Missouri-Columbia, College of Business 1963 — 1968
bs, Economics
Alex Swanstrom's VSR Financial Services Experience 2008 - April 2010
Job Compliance
Industry Financial Services
Experience
Cambridge March 2014 - Present
Waddell & Reed April 2010 - February 2014
VSR Financial Services 2008 - April 2010
Cambridge Investment Research 2007 - 2008
Education
Simpson College 2003 — 2007
Bachelors, Economics
Cambridge March 2014 - Present
Waddell & Reed April 2010 - February 2014
VSR Financial Services 2008 - April 2010
Cambridge Investment Research 2007 - 2008
Education
Simpson College 2003 — 2007
Bachelors, Economics
Neysa Aiken's VSR Financial Services Experience May 2008 - May 2013
Job Financial Sales Assistant at Larson Financial Services
Industry Financial Services
Experience
Larson Financial Services July 2013 - Present
VSR Financial Services May 2008 - May 2013
Regional Prevention Center July 2001 - May 2008
Skills
Microsoft Office, Financial Regulation, FINRA Compliance..., Value Line Investment..., Morningstar Principia, Stock Research, Financial Compliance, Junxure CRM, LaserApp, Public Speaking, Morningstar, Albridge, SmartOffice, Smart Station, Customer Service
Education
Fort Hays State University 1999 — 2001
MS, Communications
Fort Hays State University 1995 — 1999
Bachelor of Science (B.S.), Business/Corporate Communications
Kansas State University 1994 — 1995
Hays High School
Larson Financial Services July 2013 - Present
VSR Financial Services May 2008 - May 2013
Regional Prevention Center July 2001 - May 2008
Skills
Microsoft Office, Financial Regulation, FINRA Compliance..., Value Line Investment..., Morningstar Principia, Stock Research, Financial Compliance, Junxure CRM, LaserApp, Public Speaking, Morningstar, Albridge, SmartOffice, Smart Station, Customer Service
Education
Fort Hays State University 1999 — 2001
MS, Communications
Fort Hays State University 1995 — 1999
Bachelor of Science (B.S.), Business/Corporate Communications
Kansas State University 1994 — 1995
Hays High School
Rebecca Havens's VSR Financial Services Experience January 2008 - Present
Job Assistant Vice President, Licensing at VSR Financial Services
Industry Financial Services
Experience
VSR Financial Services January 2008 - Present
Kansas Wildscape Foundation November 2006 - October 2007
Skills
Management, Series 7, Securities, Mutual Funds, Series 63, Series 24, FINRA, Investment Advisory, Investments, Asset Management, Retirement Planning, Alternative Investments, Uniform Combined State..., Wealth Management
Education
Kansas State University 2002 — 2006
Bachelors, Park Management and Conservation
Shawnee Mission South High School 1998 — 2002
VSR Financial Services January 2008 - Present
Kansas Wildscape Foundation November 2006 - October 2007
Skills
Management, Series 7, Securities, Mutual Funds, Series 63, Series 24, FINRA, Investment Advisory, Investments, Asset Management, Retirement Planning, Alternative Investments, Uniform Combined State..., Wealth Management
Education
Kansas State University 2002 — 2006
Bachelors, Park Management and Conservation
Shawnee Mission South High School 1998 — 2002
Jeff Eisenhauer's VSR Financial Services Experience January 2008 - Present
Job VPTrade Desk at VSR Financial Services
Industry Financial Services
Experience
VSR Financial Services January 2008 - Present
TIAA-CREF April 2003 - December 2007
American Century Investments May 1993 - March 2003
Skills
Series 63, Series 7, Securities, Series 6, Series 24, Investments, Mutual Funds, Retirement Planning, ETFs, FINRA, Trading
Education
University of Kansas 1981 — 1989
BGS
VSR Financial Services January 2008 - Present
TIAA-CREF April 2003 - December 2007
American Century Investments May 1993 - March 2003
Skills
Series 63, Series 7, Securities, Series 6, Series 24, Investments, Mutual Funds, Retirement Planning, ETFs, FINRA, Trading
Education
University of Kansas 1981 — 1989
BGS
Denise Youngquist, CFP®'s VSR Financial Services Experience July 2009 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Calkins-Youngquist Financial Life Planning, L.L.C. July 2009 - Present
VSR Financial Services July 2009 - Present
HealthGrades January 2003 - April 2009
AT&T Broadband January 1997 - May 2002
US Peace Corps 1994 - 1996
Wells Fargo Bank 1990 - 1994
Skills
Investment Strategies, Asset Management, Retirement Planning, Qualified Retirement..., Long Term Care Insurance, Life Insurance, College Savings Plans, Series 7, Series 66, Financial Planning, Marketing, Investments, Finance, Wealth Management
Education
Colorado College 1984 — 1988
BS, Economics
Arapahoe High School 1981 — 1984
Calkins-Youngquist Financial Life Planning, L.L.C. July 2009 - Present
VSR Financial Services July 2009 - Present
HealthGrades January 2003 - April 2009
AT&T Broadband January 1997 - May 2002
US Peace Corps 1994 - 1996
Wells Fargo Bank 1990 - 1994
Skills
Investment Strategies, Asset Management, Retirement Planning, Qualified Retirement..., Long Term Care Insurance, Life Insurance, College Savings Plans, Series 7, Series 66, Financial Planning, Marketing, Investments, Finance, Wealth Management
Education
Colorado College 1984 — 1988
BS, Economics
Arapahoe High School 1981 — 1984
Leslie Penka's VSR Financial Services Experience July 2002 - May 2009
Job Consultant Investment Advisory
Industry Financial Services
Experience
Waddell & Reed 2012 - Present
Waddell & Reed September 2009 - June 2012
VSR Financial Services July 2002 - May 2009
Skills
Customer Service, Finance, Due Diligence, Microsoft Office, Training, Series 7, Securities, Mutual Funds, Investments, Alternative Investments, Asset Management, FINRA, Financial Advisory, Financial Services, Insurance, Investment Advisory, Relationship Management, Retirement Planning, Series 63, Strategic Planning, Uniform Combined State...
Education
Cannon Financial Institute 2008 — 2008
Drury University 1997 — 2000
Bachelor of Science, Psychology, Criminology, Global Studies
Waddell & Reed 2012 - Present
Waddell & Reed September 2009 - June 2012
VSR Financial Services July 2002 - May 2009
Skills
Customer Service, Finance, Due Diligence, Microsoft Office, Training, Series 7, Securities, Mutual Funds, Investments, Alternative Investments, Asset Management, FINRA, Financial Advisory, Financial Services, Insurance, Investment Advisory, Relationship Management, Retirement Planning, Series 63, Strategic Planning, Uniform Combined State...
Education
Cannon Financial Institute 2008 — 2008
Drury University 1997 — 2000
Bachelor of Science, Psychology, Criminology, Global Studies
Steve H. Murphy's VSR Financial Services Experience June 2005 - Present
Job President at Legal Production Service
Industry Financial Services
Experience
Legal Production Service February 2005 - Present
VSR Financial Services June 2005 - Present
Skills
Estate Planning, Trusts, Wills, Litigation, Estate Administration, Probate, Powers of Attorney, Corporate Governance, Insurance, Personal Injury
Education
Brigham Young University—J. Reuben Clark Law School 1991 — 1994
JD, Law
Screiner University 1989 — 1991
BA
Legal Production Service February 2005 - Present
VSR Financial Services June 2005 - Present
Skills
Estate Planning, Trusts, Wills, Litigation, Estate Administration, Probate, Powers of Attorney, Corporate Governance, Insurance, Personal Injury
Education
Brigham Young University—J. Reuben Clark Law School 1991 — 1994
JD, Law
Screiner University 1989 — 1991
BA
Steve Reichle's VSR Financial Services Experience August 2004 - May 2015
Job Investment Advisor Representative Midwest Financial Group
Industry Financial Services
Experience
Midwest Financial Partners May 2015 - Present
VSR Financial Services August 2004 - May 2015
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Securities, Investments, Strategic Financial..., Series 63, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Uniform Combined State..., Asset Management, FINRA, Alternative Investments, Portfolio Management, Life Insurance, Financial Advisory, Insurance, ETFs, Series 7, Financial Planning
Education
Washburn 1971 — 1974
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Colorado Boulder
School of Banking, Banking
Midwest Financial Partners May 2015 - Present
VSR Financial Services August 2004 - May 2015
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Securities, Investments, Strategic Financial..., Series 63, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Uniform Combined State..., Asset Management, FINRA, Alternative Investments, Portfolio Management, Life Insurance, Financial Advisory, Insurance, ETFs, Series 7, Financial Planning
Education
Washburn 1971 — 1974
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Colorado Boulder
School of Banking, Banking
Linda Joerling's VSR Financial Services Experience 2005 - 2009
Job Experienced Receptionist
Industry Insurance
Experience
FMH Coresource August 2009 - March 2012
VSR Financial Services 2005 - 2009
Desoto School District 2002 - 2005
Partylite Candles 1996 - 2005
Skills
Microsoft Office
Education
University of Missouri-Saint Louis 1977 — 1981
BS, Marketing and Management
FMH Coresource August 2009 - March 2012
VSR Financial Services 2005 - 2009
Desoto School District 2002 - 2005
Partylite Candles 1996 - 2005
Skills
Microsoft Office
Education
University of Missouri-Saint Louis 1977 — 1981
BS, Marketing and Management
Matt McAnarney's VSR Financial Services Experience May 2013 - January 2014
Job Associate Attorney at Bever Dye, LC
Industry Legal Services
Experience
Bever Dye, LC May 2014 - August 2014
VSR Financial Services May 2013 - January 2014
Skills
Financial Analysis, Legal Compliance, Tax Preparation, Tax Law, Tax Returns, Estate Planning
Education
Washburn University School of Law 2012 — 2015
Doctor of Law (J.D.)
Drake University 2008 — 2012
Bachelor of Science and Business Administration, Accounting and Finance
Bever Dye, LC May 2014 - August 2014
VSR Financial Services May 2013 - January 2014
Skills
Financial Analysis, Legal Compliance, Tax Preparation, Tax Law, Tax Returns, Estate Planning
Education
Washburn University School of Law 2012 — 2015
Doctor of Law (J.D.)
Drake University 2008 — 2012
Bachelor of Science and Business Administration, Accounting and Finance
Kara Doebele's VSR Financial Services Experience April 2002 - June 2012
Job Sponsor Disclosure Analyst at GreatWest Financial Retirement Plan Services
Industry Financial Services
Experience
Great-West Financial Retirement Plan Services September 2014 - Present
J.P. Morgan Asset Management Retirement Plan Services May 2013 - August 2014
Robert Half Finance & Accounting February 2013 - May 2013
VSR Financial Services April 2002 - June 2012
VSR Financial Services May 1998 - April 2002
United Missour Bank July 1996 - April 1998
Skills
Securities, Investments, Investment Advisory, Retirement Planning, Mutual Funds, Strategic Planning, Asset Managment, Trading, Trust and Estate..., FINRA Licenses 7,24, 63..., ETFs, Corporate/Muni Bonds, DTCC, Brokerage Operations, AML Compliance
Education
University of Missouri-Kansas City
Bachelor's degree
Great-West Financial Retirement Plan Services September 2014 - Present
J.P. Morgan Asset Management Retirement Plan Services May 2013 - August 2014
Robert Half Finance & Accounting February 2013 - May 2013
VSR Financial Services April 2002 - June 2012
VSR Financial Services May 1998 - April 2002
United Missour Bank July 1996 - April 1998
Skills
Securities, Investments, Investment Advisory, Retirement Planning, Mutual Funds, Strategic Planning, Asset Managment, Trading, Trust and Estate..., FINRA Licenses 7,24, 63..., ETFs, Corporate/Muni Bonds, DTCC, Brokerage Operations, AML Compliance
Education
University of Missouri-Kansas City
Bachelor's degree
Joe Madsen's VSR Financial Services Experience March 2010 - October 2014
Job Practice Management Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments October 2014 - Present
VSR Financial Services March 2010 - October 2014
Education
University of Kansas 2004 — 2008
Bachelor's degree, Finance, General
Montage Investments October 2014 - Present
VSR Financial Services March 2010 - October 2014
Education
University of Kansas 2004 — 2008
Bachelor's degree, Finance, General
Patrick Schoof's VSR Financial Services Experience 2004 - 2008
Job Financial Consultant at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. 2009 - Present
VSR Financial Services 2004 - 2008
First Union Securities 2000 - 2004
JW Genesis Securities 1998 - 2000
Smith Barney 1996 - 1997
Smith Barney Asset Management 1994 - 1995
Skills
Investment Management, Client Services, Market Analysis, Stock Trading, Client Presentation, Portfolio Management, Customer Retention, Revenue & Profit Growth, Key Account Management, Asset Allocation, Comprehensive Planning, Client Education
Education
Le Moyne College
Bachelor’s Degree
Summit Brokerage Services, Inc. 2009 - Present
VSR Financial Services 2004 - 2008
First Union Securities 2000 - 2004
JW Genesis Securities 1998 - 2000
Smith Barney 1996 - 1997
Smith Barney Asset Management 1994 - 1995
Skills
Investment Management, Client Services, Market Analysis, Stock Trading, Client Presentation, Portfolio Management, Customer Retention, Revenue & Profit Growth, Key Account Management, Asset Allocation, Comprehensive Planning, Client Education
Education
Le Moyne College
Bachelor’s Degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY