DEVIN ZIEGLER
United States Army Reserve
Green Bay,WI
1
Certification
8
years of professional experience
Financial Advisor with three years of experience at Thrivent Financial, including experience supporting an established advisory team and building an independent practice. Generated approximately $3 million in new managed assets during the past six months through self-generated business development efforts. Currently completing the final examination for the RICP designation with plans to pursue the BFA and CFP designations. U.S. Army Reserve Staff Sergeant with demonstrated leadership experience overseeing approximately 25 Soldiers. Known for strong relationship-building skills, disciplined prospecting, continuous professional development, and a collaborative approach to client service.
Work History
Financial Advisor
2 Years 7 Months- Built and currently serve approximately 92 client households, providing comprehensive retirement, investment, insurance, and wealth management guidance.
- Leveraged independent business development and collaborative planning to deliver comprehensive client solutions.
- Developed customized financial strategies for retirement income, investment management, risk protection, tax-efficient planning, and legacy objectives aligned with client goals.
ARMY RESERVE
8 Years 5 Months- Lead, train, and mentor approximately 25 Soldiers, ensuring readiness, accountability, and professional development.
- Coordinated personnel and training resources to meet mission requirements and achieve unit objectives.
- Coordinate personnel, training, and operational resources to support mission requirements and unit objectives.
- Demonstrated leadership and decision-making skills in dynamic, high-accountability environments.
Education
Associates in Business - Finance
Bachelors of Business - Finance
Skills
Retirement Income Planning
Investment Management
Comprehensive Financial Planning
Investment advice
Sales expertise
Portfolio Strategy Development
Leadership & Team Development
Certification
Series 7 – General Securities Representative License, Series 66 – Uniform Combined State Law License, Life & Health Insurance License, Securities Industry Essentials (SIE)
Timeline
Financial Advisor
Thrivent Financial
03.2024 - CurrentRead More
ARMY RESERVE
United States Army Reserve
05.2018 - CurrentRead More
University of Wisconsin Green Bay
Bachelors of Business from Finance
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Northeast Wisconsin Technical College
Associates in Business from Finance
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