Cfp Jeff Wilkinson
I assist individuals, families, and businesses with a broad array of financial needs. With the support of one... | Kansas City, Kansas City, United States
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Cfp Jeff Wilkinson’s Emails jw****@sc****.com
Cfp Jeff Wilkinson’s Phone Numbers No phone number available.
Social Media
Cfp Jeff Wilkinson’s Location Kansas City, Kansas City, United States
Cfp Jeff Wilkinson’s Expertise I assist individuals, families, and businesses with a broad array of financial needs. With the support of one of the largest independent broker-dealer, I'm able to utilize independent research, recommend suitable investment strategies and develop customized financial plans. My goal is to build long-lasting, personalized relationships while approaching each client's financial situation with a holistic view. The Financial Consultants at V Wealth are Registered Representatives with, and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section. Investment advice is offered through WCG Wealth Advisors, a registered investment adviser. WCG Wealth Advisors and V Wealth are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or V Wealth and have not been reviewed by LPL Financial as to accuracy or completeness. Brett Lange CA Insurance Lic. #0D77697 Tim Carlin CA Insurance Lic. # 0F46788
Cfp Jeff Wilkinson’s Current Industry V Wealth
Cfp
Jeff Wilkinson’s Prior Industry
Scoular
|
Waddell And Reed
|
V Wealth
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Work Experience
V Wealth
Financial Advisor
Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Waddell And Reed
Financial Advisor
Wed Feb 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Scoular
Business Development
Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Scoular
Business Unit Manager
Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Scoular
Business Unit Manager
Thu Nov 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Scoular
Business Unit Manager
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Scoular
Grain Merchandiser
Sun Jun 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Jeff Wilkinson Email Addresses
FAQ About Cfp Jeff Wilkinson
-
Cfp Jeff Wilkinson is located at
Kansas City, Kansas City, United States -
Cfp Jeff Wilkinson is a
I assist individuals, families, and businesses with a broad array of financial needs. With the support of one of the largest independent broker-dealer, I'm able to utilize independent research, recommend suitable investment strategies and develop customized financial plans. My goal is to build long-lasting, personalized relationships while approaching each client's financial situation with a holistic view. The Financial Consultants at V Wealth are Registered Representatives with, and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section. Investment advice is offered through WCG Wealth Advisors, a registered investment adviser. WCG Wealth Advisors and V Wealth are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or V Wealth and have not been reviewed by LPL Financial as to accuracy or completeness. Brett Lange CA Insurance Lic. #0D77697 Tim Carlin CA Insurance Lic. # 0F46788 V Wealth -
Cfp Jeff Wilkinson currently works in the
V Wealth -
Cfp Jeff Wilkinson specializes in
I assist individuals, families, and businesses with a broad array of financial needs. With the support of one of the largest independent broker-dealer, I'm able to utilize independent research, recommend suitable investment strategies and develop customized financial plans. My goal is to build long-lasting, personalized relationships while approaching each client's financial situation with a holistic view. The Financial Consultants at V Wealth are Registered Representatives with, and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section. Investment advice is offered through WCG Wealth Advisors, a registered investment adviser. WCG Wealth Advisors and V Wealth are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or V Wealth and have not been reviewed by LPL Financial as to accuracy or completeness. Brett Lange CA Insurance Lic. #0D77697 Tim Carlin CA Insurance Lic. # 0F46788 -
Cfp Jeff Wilkinson speaks the following languages:
No languages available. -
Cfp Jeff Wilkinson has prior experience in the following industries:
Waddell And Reed , Scoular , Scoular , Scoular , Scoular , Scoular -
Cfp Jeff Wilkinson has the following professional experience:
V Wealth , Waddell And Reed , Scoular , Scoular , Scoular , Scoular , Scoular . -
You can view Cfp Jeff Wilkinson’s
LinkedIn profile at LinkedIn URL. -
Cfp Jeff Wilkinson’s work email addresses are
[email protected] . -
Cfp Jeff Wilkinson works at
V Wealth
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