professional profile
Jon Daniel Breimhorst, CFP
Overview
Jon Daniel Breimhorst is an insurance agent, a registered representative and an investment adviser representative based in Prescott, WI, with 15 years in the industry.
- Years in the industry
- 15
- States licensed
- 2
- States registered
- 12
- Carrier appointments
- 1
Contact
3 business emails and 3 phone numbers on file
Registrations and licenses
- Licensed in 2 states
- Registered in 12 states
3 lines of authority, with every state and its dates
Firms
- Oakwood Capital Securities, Inc.Current firm
- Oakwood Capital, Inc.Current firm
Employment history since 2011
Carriers
1 active carrier appointment
Book and practice
Firm assets under management on file
request a demo
See what we have on Jon
We'll walk you through the full profile and how to find more people like Jon.