Jeffrey Green, CFP®
Director of Retirement Income Planning
Jeffrey Green – Director of Retirement Income and Financial Planning
CFP
Phone: 612-351-8126
Fax: 612-435-0030
E-mail: jeff@diversifiedwealthmanagement.com
Jeff began his career in financial services in 1985. With over 25 years of experience and knowledge, he provides focused comprehensive advice and planning. He excels at objective portfolio management, retirement distribution planning and creation of a comprehensive financial plans. Jeff is committed to providing outstanding customer service for all his clients.
Credentials and Professional Designations:
CFP ™ - CERTIFIED FINANCIAL PLANNER ™ Professional A designation issued by an independent board for financial planning. The CFP is widely considered to be a very prestigious and important designation in the industry for advisors who offer comprehensive planning services.
University of South Dakota, BS History/Business Administration
University of Sioux Falls, AA Organizational Behavior
*Securities Licenses:
Series 6 FINRA - License for mutual funds / variable insurance / annuities
Series 7 FINRA - License for general securities (stocks, bonds, mutual funds)
Series 63 NASAA - License for federal and state securities regulations
Series 65 NASAA - License for investment fee-based advisory services
Minnesota Life and Health General insurance License – Life and Annuity
Comprehensive Wealth Management
For those who need integrated Financial Planning and Investment Management.
- Creation of Full Personal Financial Plan
- Implementation of Financial & Investment Plan
- Retirement Distribution and Social Security Planning
- Professional Portfolio Management
- Review/Advice/Plan updates
- Investment & Tax Planning
- Portfolio Development, Monitoring and Reallocation