Jim Wirtz

Jim Wirtz

Risk Management Account Manager at Creative Planning, Inc.
Kansas City, Missouri, United States

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Work Experience

Creative Planning Inc.

Risk Management Account Manager at Creative Planning, Inc.

2017-11-01 - Present

American Senior Benefits

Manager, Life Insurance Division

2016-01-01 - 2016-12-01

The Guardian Life Insurance Company of America

Life Brokerage Manager

2013-03-01 - 2015-12-01

New York Life Insurance Company

Senior Marketing Services Consultant

2011-03-01 - 2012-07-01

New York Life Insurance Co.

AVP - Compliance

2007-08-01 - 2011-03-01

John Hancock

Office Manager (preceded by Sales)

1984-03-01 - 1992-09-01

Skills

comprehensive wealth management financial planning investment management estate planning & trusts strategic tax planning retirement planning insurance risk management business owner services retirement services international institutional

Languages

English