Wealth Concepts LLC

Description

Address: 20 Parker Ln Unit 5210, Pinehurst, NC 28374 Hours: Closed ⋅ Opens 9AM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 966-4698Place name: : : Website: Category: : : : : Website: http://www.wealthconceptsnc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wealth Concepts, LLC Posting publicly on the Web Write a review Reviews 1 Google review

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Wealth Concepts LLC Employees

Employee
Years
Job
Industry
Gordon Beecher, JD*, NCPM Gordon Beecher, JD*, NCPM Greater Denver Area Details
Gordon Beecher, JD*, NCPM's Wealth Concepts LLC Experience August 2014 - Present
Job Wealth Management at Wealth Concepts, LLC
Industry Management Consulting
Experience
Revive  August 2015 - Present
Wealth Concepts, LLC  August 2014 - Present
Negretti & Associates   October 2013 - Present
Team GB Fitness   May 2010 - Present
GB Holdings, LLC   June 2013 - Present
Noble Custom   June 2012 - December 2014
The Arizona Justice Project   January 2012 - February 2013
Tejon Street Partners, LLC   April 2007 - August 2010
The United States Olympic Committee   December 2005 - March 2006

Skills
Mediation, Westlaw, Civil Litigation, Courts, Business Development, Criminal Law, Strategic Communications, Contract Law, Criminal Defense, Creative Problem Solving, Networking, Creative Strategy, Business Management, Creative Development, Business Analysis, Case Managment, Social Media Marketing, Business Strategy, Criminal Justice, Liquor Law & Dram Shop..., Criminal Defense..., Wills, Trusts and..., Business Planning, Crisis Communications, Business Communications, Attention To Detail, Online Marketing, Research, Social Networking, Case Management, Creative Direction, Management, Wealth Management..., Asset Protection, Public Speaking, Entrepreneurship, Customer Service, Social Media, Resource Development, Estate Planning, Product Development, Marketing, Training, Microsoft Office, Event Planning, Strategic Planning, Leadership, Marketing Strategy, Sales, Team Building

Education
Arizona Summit Law School   2010 — 2013
Juris Doctorate

Colorado College   2001 — 2005
Bachelor of Arts

Cheyenne Mountain High School   1998 — 2001

Emily Patton Emily Patton Greater Denver Area Details
Emily Patton's Wealth Concepts LLC Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wealth Concepts LLC   January 2013 - Present
Waddell & Reed  2009 - 2013
JET Kids Inc.- Littleton CO   1995 - 2007

Skills
Strategic Planning, Leadership, Budgets, Income Protection, Investment Plannning, Long Term Care..., Retirement Income, Life Insurance, Business Planning, Retirement, Insurance, Small Business, Finance, Strategic Financial..., Investments, New Business Development, Estate Planning, Management

Education
The Ohio State University   1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General

Jeffrey M. Caron CLU,CLTC Jeffrey M. Caron CLU,CLTC Greater Denver Area Details
Jeffrey M. Caron CLU,CLTC's Wealth Concepts LLC Experience August 2008 - Present
Job Associate Managing Director, Financial Services Professional at Wealth Concepts LLC.
Industry Financial Services
Experience
Wealth Concepts LLC.  August 2008 - Present
New York Life, Savannah Georgia   September 2005 - August 2008
New York Life, New Hampshire   November 2001 - September 2005

Education
The American College
CLU, ChFC pending

Don Wright Don Wright Greater Denver Area Details
Don Wright's Wealth Concepts LLC Experience December 2011 - February 2012
Job Sales Associate at AutoNation
Industry Financial Services
Experience
AutoNation - Subaru West, Golden   January 2015 - Present
Bank of the West  August 2013 - December 2014
Bank of the West  November 2012 - December 2014
Bank of the West  August 2012 - November 2012
Great-West Life and Annuity Insurance Company  March 2012 - August 2012
Wealth Concepts, LLC  December 2011 - February 2012
OppenheimerFunds  January 2005 - November 2011
Agilent Technologies  June 1999 - September 2004
Commercial Federal Bank  1986 - 1995

Skills
Investments, Mutual Funds, 401k, Series 63, Finance, Series 7, Investment Strategies, Relationship Management, Leadership, Retirement Planning, CRM, Securities, Financial Advisory, Series 6, Retirement, Asset Allocation, Banking, Wealth Management, Customer Service, Team Building, IRAs, Investment Advisory, Strategic Financial..., Customer Relations, Sales, Automotive

Education
University of Colorado at Denver   1986 — 1991
Bachelors, Finance

Colorado State University   1983 — 1985
Mechanical engineering

Thomas Jefferson High School   1979 — 1982

David Gribble LUTCF David Gribble LUTCF Colorado Springs, Colorado Area Details
David Gribble LUTCF's Wealth Concepts LLC Experience 2011 - Present
Job President at Patriots 4 Prosperity
Industry Financial Services
Experience
Patriots 4 Prosperity   January 2012 - Present
Wealth Concepts LLC   2011 - Present
Verus Medical LLC   2005 - 2010
MassMutual Financial Group  2003 - 2005
Plantera Group Inc.   2000 - 2003
Phoenix Wealth Managment   1991 - 2001

Education
The American College
http://www.theamericancollege.edu/, Financial Planning

Christin Kalaskie Christin Kalaskie Greater Los Angeles Area Details
Christin Kalaskie's Wealth Concepts LLC Experience August 2007 - January 2010
Job Model at Ford Models, Inc. ( Follow Me On Instagram!! @christinkalaskie)
Industry Marketing and Advertising
Experience
Innovative Artists  March 2015 - Present
Ford Models, Inc.   January 2015 - Present
Maximum Talent  July 2010 - Present
Moxie Sozo  August 2013 - June 2014
Moxie Sozo  2012 - June 2014
Wealth Concepts, LLC/Mass Mutual   December 2009 - September 2010
Wealth Concepts, LLC  August 2007 - January 2010
Northwestern Mutual Financial Network  June 2006 - July 2007

Skills
Marketing Strategy, Strategic Planning, Marketing, New Business Development, Market Research, Social Media, Public Speaking, Event Planning, Marketing Communications, Fundraising, Public Relations, Leadership, Social Networking, Teaching, Customer Service, Event Management, Advertising, Entrepreneurship

Education
Claremont McKenna College   2002 — 2006
BA, International Relations, Psychology

Albert-Ludwigs-Universität Freiburg im Breisgau   2004 — 2005
International Relations, Government, Politics, Economics, Psychology

Mike Pieza, AWMA® Mike Pieza, AWMA® Denver, Colorado Details
Mike Pieza, AWMA®'s Wealth Concepts LLC Experience April 2005 - May 2008
Job Supervision Supervisor at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC  Supervision SupervisorCetera Advisors LLCMay 2008 - Present
Wealth Concepts LLC   April 2005 - May 2008
Charles Schwab  July 2000 - December 2003
U.S. Bank   February 1999 - July 2000
Brokerage Administrators Corp.   March 1997 - February 1999
Sunset Financial Services, Inc   November 1994 - March 1997
Chicago Research & Trading Group, LTD   March 1989 - January 1993
Salomon Brothers  July 1984 - March 1989
Conti Commodities Services, Inc   September 1980 - July 1984
A.G. Becker, Inc.   July 1978 - September 1980

Skills
Series 24, Series 7, Series 8, Series 53, Series 4, Series 3, Series 31, Series 63, Series 66

Education
DePaul University

Illinois Institute of Technology

Joseph Embree Joseph Embree Greater Denver Area Details
Joseph Embree's Wealth Concepts LLC Experience August 2000 - Present
Job Chief Operating Officer at Wealth Concepts, LLC
Industry Information Technology and Services
Experience
Wealth Concepts, LLC  August 2000 - Present

Skills
Financial Analysis, Strategic Financial..., Customer Service, Strategic Planning, Operations Management, Management, Business Planning, Change Management, Process Improvement, Budgets, Team Building, Analysis, Financial Planning, Leadership, Account Management, New Business Development, Investments

Education
University of Colorado Denver   2001 — 2005

Mike deChadenedes, CFP ® Mike deChadenedes, CFP ® Greater Denver Area Details
Mike deChadenedes, CFP ®'s Wealth Concepts LLC Experience February 1975 - Present
Job Financial Planner at Wealth Concepts, LLC
Industry Financial Services
Experience
Wealth Concepts, LLC  February 1975 - Present
Cherry Creek Basin Water Quality Authority   November 1996 - August 2013
City of Greenwood Village  November 2003 - July 2013
Greenwood Village Foundation   November 2005 - July 2012
City of Greenwood Village  November 1995 - November 2003

Education
Colorado State University   1970 — 1974
B.S, Finance

Jeffrey Lohaus Jeffrey Lohaus Greater Denver Area Details
Jeffrey Lohaus's Wealth Concepts LLC Experience June 2011 - December 2011
Job Principal at Lohaus Law, LLC
Industry Law Practice
Experience
Lohaus Law, LLC   January 2012 - Present
Wealth Concepts, LLC  June 2011 - December 2011
Ziegler  May 2010 - June 2011
Jackson National Life  August 2008 - May 2010

Skills
Estate Planning, Wealth, Tax, Retirement Planning, Wealth Management

Education
University of Colorado School of Law   2004 — 2007
Juris Doctor, Law

University of Colorado Boulder - Leeds School of Business   2000 — 2004
Bachelor of Science, Finance and Economics

Adrian Jennings Adrian Jennings Greater Denver Area Details
Adrian Jennings's Wealth Concepts LLC Experience March 2010 - Present
Job Finance Intern at Wealth Concepts, LLC.
Industry Financial Services
Experience
Republic Financial Corporation  August 2010 - Present
Wealth Concepts, LLC  March 2010 - Present
Mutual of Omaha  September 2009 - December 2009
ARAMARK Sports and Entertainment  August 2007 - September 2009
United States Marine Corps  August 2003 - August 2007

Education
Metropolitan State University of Denver
B.S, Accounting and Finance

Kiran Narapareddy Kiran Narapareddy Greater Denver Area Details
Kiran Narapareddy's Wealth Concepts LLC Experience January 2009 - January 2010
Job MBA, Finance and Marketing Professional
Industry Financial Services
Experience
Moreland Auto Group   January 2015 - Present
Dish Network  February 2012 - May 2014
Credit Union Association Colorado   June 2010 - August 2010
Wealth Concepts LLC   January 2009 - January 2010

Skills
Financial Analysis, Competitive Analysis, Strategy, Marketing Strategy, Strategic Planning, Business Planning, Management, Budgets, Market Analysis, Business Analysis, Marketing Research, Market Research, Marketing, Project Management, Social Media Marketing, Advertising, Leadership, Sales, Integrated Marketing

Education
University of Denver - Daniels College of Business   2008 — 2011
MBA, Marketing

Stanford University Graduate School of Business Summer Institute for General Management   2008 — 2008
Pre-MBA Certificate, Management, Finance, Accounting, Operations, Strategy

University of Denver   2004 — 2008
B.S., Biology, Chemistry, Psychology