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Sherri Prim Phones & Addresses

  • Norfolk, NE
  • Shawnee, KS
  • Overland Park, KS
  • Lincoln, NE
  • Des Moines, IA
  • West Des Moines, IA
  • Ottumwa, IA
  • Grandview, MO

Resumes

Resumes

Sherri Prim Photo 1

Cfpâ And Wealth Manager And Investment Advisor

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Location:
4600 north Deer Run Dr, Norfolk, NE 68701
Industry:
Investment Management
Work:
CBF Wealth Management since 2002
CFP®/Wealth Manager/Investment Advisor

Christensen Associates, P.C. since 2002
Wealth Manager

Enterprise Rent a Car 1995 - 1998
Assistant Manager
Education:
College for Financial Planning 2007 - 2008
University of Nebraska-Lincoln 1990 - 1994
Norfolk Catholic High School 1986 - 1989
Skills:
Retirement Planning
Investments
Asset Allocation
Mutual Funds
Management
Wealth Management
Investment Advisory
Asset Management
Customer Service
Retirement
Portfolio Management
Estate Planning
Financial Planning
Strategic Financial Planning
Investment Strategies
Series 63
Leadership
Investment Management
Public Speaking
Series 7
Interests:
Children
Environment
Education
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Health
Languages:
Spanish
Sherri Prim Photo 2

Sherri Prim

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Business Records

Name / Title
Company / Classification
Phones & Addresses
Sherri Prim
Officer, Wealth Manager
Christensen Associates, PC
Accounting/Auditing/Bookkeeping · Accountant · Holding Companies, NEC
PO Box 1264, Hadar, NE 68702
125 S 4 St, Hadar, NE 68701
(402) 371-1160
Sherri L Prim from Norfolk, NE, age ~51 Get Report