CV
Carin Viertel
Director Of Client Services at Jnba Financial Advisors
View Carin's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Director Of Client Services
Apr 2006 - Present · 18 years and 9 months
Wedding Consulere
Owner, Lead Planner
Aug 2002 - Apr 2006 · 3 years and 8 months
Account Executive
Dec 1995 - Jul 2003 · 7 years and 7 months
Company Details
Minneapolis-based JNBA Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice driven by advocacy® approach. As a fiduciary, we deliver customized strategies to help maximize clients’ resources through financial life planning and investment management. As a 45-year-old firm with a multigenerational team, we leverage a team approach to drive the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate while reviewing client portfolios every 10 business days. For more information, visit jnba.com.
Year Founded
1978
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance, Investment Services
HQ Location
8500 Normandale Lakes Blvd Suite 450 Bloomington, MN 55437, US
Keywords
Financial PlanningFinancial AdvisementAsset ManagementPersonal Wealth ManagementTax PlanningRetirement PlanningRisk ManagementEstate PlanningLegacy PlanningInvestment Management
Discover More About Cleveland Clinic

Find verified contacts of Carin Viertel in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.