With work experience over 12 years, this professional is nowadays working at Golden Gate University which is based in 1096 as a Student. Louis received his education from 2019 to 2020 at the Golden Gate University. This expert is a certified professional, that is proven by qualifications : Juris Doctor and License 29859. This professional is located in Sunnyvale, California. To contact with Louis, you can search for their phone number or email or get exhaustive info by requesting access to this professional's further details on Connexy.
Name variants:
Lou Wellmeier,
Louie Wellmeier
Contact Information
Last Update
Jun 30, 2022
Email
lo**@ml.com, lo**@gmail.com
Location
Sunnyvale, CA
Company
Workplace
Colleagues
Work History
Student
536 Mission St, San Francisco, CA 94105
Earning Masters of Science in Financial Planning Expected Graduation in December, 2020
from Jul 2019
Co-Founder
Most people are surprised to discover that 70% of all wealthy families are unsuccessful in their attempt to survive three generations intact. In their attempts to preserve their family's coh...
Jan 2014 — Jul 2018
Investment Consultant
Financial, legal and inheritance consulting projects. Consulting clients included reviewing intellectual property contracts and licenses for a biotech company, and estate resolutions (includ...
2011 — Nov 2014
Financial Advisor
720 east Wisconsin Ave, Milwaukee, WI 53202
Unsatisfied with Bank of America’s blunt, impersonal and cold-calling sales culture, which valued transactions over relationships, I sought a respected, sophisticated and successful wealth m...
2010 — 2011
Wealth Associate
New York, NY
Learned my lesson about exploring industries where I felt no emotional connection, I reconnected with my curiosity and interest in the inheritance industry. Joined the Wealth Management depa...
2008 — 2010
Business Development Manager
Unsatisfied with my experience in the legal field supporting IP licensing of a failing software company, I had my midlife career crisis early, and accepted an invitation to join the enormous...
2006 — 2008
Director of Family Governance and Legacy Planning
155 north Lake Ave, Pasadena, CA 91101
Education
2019 — 2020
2017 — 2017
1996 — 1999
1993 — 1996
1988 — 1990
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management Services
Investment Strategies
Wealth
Wealth Management
Finance
Retirement
Investment Advisory
Asset Allocation
Retirement Planning
Portfolio Management
Risk Management
Financial Advisory
Securities
High Net Worth Individuals
401K
Estate Tax Planning
Financial Planners
Insurance
Trusts
Investment Management
Alternative Investments
Series 63
Series 7
Private Wealth Management
Value Investing
Equity Research
Dividends
Comprehensive Wealth Management
Investment Selection
Retirement Plan Consulting
Retirement Income Strategies
Market Risk
Wealth Preservation
Life Planning
Wealth Preservation Strategies
Asset Protection
Wealth Transfer
Insurance Strategies
Insurance Consulting
Client Education
Risk Financing
Insurance Planning
Education Savings
Retirement Solutions
Personal Planning
Client Service
Client Loyalty
Will Fraud
Intentional Interference With Inheritance
Will Invalidated Due To Undue Influence
FAQs about Louis A Wellmeier
What's the main profession of Louis A Wellmeier?
The expert is a Director of Family Governance and Legacy Planning.
What jobs is Louis A Wellmeier proficient at at?
Louis A Wellmeier is a professional Executive and Director jobs.
Where does Louis A Wellmeier currently live?
Sunnyvale, California is the place where Louis A Wellmeier currently lives
What is the professional's email?
Louis's email is lo**@ml.com and lo**@gmail.com.
Where did Louis A Wellmeier work?
This person worked at Golden Gate University, Twisted Roots Podcast.
What education does Louis A Wellmeier have?
Louis studied at the Golden Gate University from 2019 to 2020.
Are there any certifications, that Louis A Wellmeier has?
Louis A Wellmeier received the following certifications: Juris Doctor and License 29859.
What is professional industry that Louis A Wellmeier worked in?
This person works in Financial Services industry.