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Anna Kate Ohl
Client Care Associate at Mj Retirement
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Work Experience
Client Care Associate
Jan 2020 - Present · 5 years
Director Of Social Media
May 2017 - Present · 7 years and 8 months
Patient Representative
Nov 2015 - Mar 2017 · 1 years and 4 months
Company Details
11-50 Employees
We work with for-profit, non-profit and governmental organizations to manage their retirement plans. Our work frees you up to focus on other things. Whether you need support with investments, financial wellness, or anything in between, we got your back. MJ Retirement specializes in investment advisory and financial wellbeing programs. Our firm exists to make a difference: in our community, with our clients and ultimately their employees. At the end of the day, we want to improve the financial health of those we work with. As an independent Registered Investment Advisor, our advice is fee-only. We receive compensation for our consulting services solely from our clients and no other sources. The members of our team have been providing retirement plan investment advisory services since 1998. ProCourse Fiduciary Advisors (DBA MJ Retirement) is registered with the Securities and Exchange Commission (SEC). For more information about ProCourse, please visit our website. www.mjretirement.com. You may also find out more at www.adviserinfo.sec.gov
Year Founded
2012
Social Media
Linkedin
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
1180 Medical Court Carmel, Indiana 46032, US
Keywords
investment advisoryfinancial wellnessfiduciary advisor3(21) investment advisor3(38) investment manger
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