Randal Nussbaum
Bargersville,IN
Summary
Accomplished financial advisor focused on retirement planning and investment strategies. Known for strong analytical skills and life insurance planning, providing clients with comprehensive financial solutions to achieve long-term goals. Dedicated Life and Retirement Specialist with proven skills in retirement planning, investment strategies, and financial analysis. Committed to developing personalized plans that align with client goals.
Overview
48
48
years of professional experience
Work History
Life and Retirement Specialist
State Farm
Franklin, Indiana
09.2024 - Current
- Developed personalized retirement plans based on client needs and goals.
- Prepared detailed reports outlining current financial status, future projections, and recommended courses of action.
- Identified areas of potential improvement within existing client portfolios and proposed solutions accordingly.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
Investment Advisor
Northwestern Mutual Financial Network
Fort Wayne, Indiana
09.1996 - 12.2014
- Advised clients on investment strategies and portfolio management.
- Developed personalized financial plans to meet client goals.
- Facilitated client meetings to discuss financial needs and objectives.
Life Insurance Agent
Northwestern Mutual Life Insurance
Fort Wayne, Indiana
09.1995 - 12.2014
- Developed customized life insurance plans for diverse client needs.
- Conducted thorough risk assessments to determine appropriate coverage levels.
- Maintained strong client relationships through regular follow-ups and communication.
- Exceeded company sales goals for new policies.
Store Owner
Do-It Center
Fort Wayne, Indiana
02.1978 - 03.1995
- Managed daily operations of retail store and ensured smooth functioning.
- Oversaw inventory management to ensure product availability for customers.
- Developed and implemented marketing strategies to promote store offerings.
- Trained new employees on store policies, procedures, and best practices.
- Maintained financial records and managed cash flow efficiently within the store.
- Maintained records of sales, profits and losses within the store.
Education
SIE Securities Exam
10-2025
Insurance
Life And Health License
09-2024
Bachelor of Science - Business
Indiana University, Bloomington
Bloomington, INSkills
- Retirement planning
- Investment strategies
- Financial analysis
- Benefit selection
- Mutual funds understanding
- Financial products knowledge
- Life insurance planning
- Annuity analysis
- Problem-solving abilities
Timeline
Life and Retirement Specialist
State Farm
09.2024 - Current
Investment Advisor
Northwestern Mutual Financial Network
09.1996 - 12.2014
Life Insurance Agent
Northwestern Mutual Life Insurance
09.1995 - 12.2014
Store Owner
Do-It Center
02.1978 - 03.1995
SIE Securities Exam
Insurance
Life And Health License
Bachelor of Science - Business
Indiana University, Bloomington