Martin Lonski
Minneapolis
Summary
Dynamic Financial Advisor with a proven track record at a self-employed practice, excelling in investment advice and relationship management. Expertly analyzed market trends to optimize asset allocation, enhancing client portfolios. Renowned for building trust and delivering tailored retirement planning solutions, resulting in improved financial health for clients.
Overview
42
42
years of professional experience
Work History
Financial Advisor
Self-employeed
03.1983 - Current
- Analyzed market trends to provide informed advice on asset allocation and risk management.
- Educated clients on financial products, including retirement accounts, insurance, and investment options.
- Monitored client portfolios regularly, adjusting strategies based on performance and changing market conditions.
- Built long-term relationships through effective communication and trust-building techniques with clients.
- Collaborated with tax professionals to optimize client tax strategies and enhance overall financial health.
Education
Economics With A Minor in Accounting
North Dakota State University
Fargo, ND05-1977
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Retirement planning
- Financial advising
- Client relations
Accomplishments
1. I have a Series 7 and 63 license
2. I worked with kids for the last 14 years.
3. I assisted clients with getting through some difficult times. Many clients have been with me all 40 years.
Timeline
Financial Advisor
Self-employeed
03.1983 - Current
Economics With A Minor in Accounting
North Dakota State University
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