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Lesley Miner
Client Service Administrator at Trusted Wealth Partners
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Work Experience
Client Service Administrator
Apr 2021 - Present · 3 years and 8 months
Oct 2017 - Apr 2021 · 3 years and 6 months
Executive Banking Coordinator
Jan 2020 - Apr 2021 · 1 years and 3 months
Customer Relations Specialist
Oct 2017 - Jan 2020 · 2 years and 3 months
Company Details
Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations. We do this by building relationships based on trust, creating tailored financial plans, and providing exceptional service. We realize that service, as well as our commitment to you and the “little things,” is what truly sets us apart. We invite you to learn more about us by exploring the pages of our website. Securities and advisory services offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Trusted Wealth Partners 16934 Frances St. Suite 201 Omaha, NE 68130 (402) 502-5700. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Please see website for full disclosure.
Year Founded
2017
Social Media
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Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance, Banks & Financial Services
HQ Location
16934 Frances Street Suite 105 Omaha, Nebraska 68130, US
Keywords
wealth managementinvestment advisoryretirement and estatestrategy utilizing asset
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