Sheldon J Harber

age ~67

from Chesterfield, MO

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Also known as:

Sheldon Jay Harber
Sheldon Cfp Harber
Sheldon J Herber
Sheldon Harbor
Jay Harber Sheldon

Phone and address:: 14319 Cobble Ct, Wildwood, MO 63017
3145420229

Connected to:

Sheldon Harber Phones & Addresses

14319 Cobble Ct, Chesterfield, MO 63017 • 3145420229 • 3145429950 • 3145420089
Maryland Heights, MO
2 Cityplace Dr, Saint Louis, MO 63141 • 3144320288
Chicago, IL

Work

Company:

Visionary wealth advisors
Jan 2016
Position:

Senior wealth manager

Education

Degree:

Bachelors, Bachelor of Science In Business Administration
School / High School:

University of Missouri - Columbia
1975 to 1979
Specialities:

Business

Skills

Alternative Investments • Estate Planning • Financial Advisory • Retirement Plan Distribution • Series 63 • Retirement Savings • Retirement Income Strategies • Insurance • Veterans Benefits • Retirement Planning • Financial Planning • Retirement Income • Iras • Investments • Wealth Preservation • Investment Advisory • Roth Ira • Asset Allocation • Split Dollar • Asset Managment • Asset Protection • Wealth Management • Mutual Funds • Socially Responsible • Charitable Giving • Investment Strategies • Wealth Accumulation • Asset Management • Risk Management • College Savings Plans • Socially Responsible Investing • Esop • Deferred Compensation • 401 K Rollovers • Long Term Care • Disability Insurance • Investment Planning • College Funding Strategies • Long Term Care Insurance • Series 24 • 401K Rollovers • Insurance Planning • Elder Care • Portfolio Strategy • Retirement Plan • College Funding • Medicaid Planning • Series 7 • Employee Benefits • Securities • Investment Management

Ranks

Certificate:

Cfp®

Interests

My Favorite Band Is Steely Dan • Social Services • Louis Blues and Mizzou Football • Economic Empowerment • Trikking • I Love To Try New Restaurants • Science and Technology • Louis Rams • Louis Cardinals

Industries

Financial Services

Resumes

Senior Wealth Manager

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Location:

12312 Olive Blvd, Saint Louis, MO 63141

Industry:

Financial Services

Work:

Visionary Wealth Advisors
Senior Wealth Manager
Asset Strategies Group, Llc Dec 2005 - Dec 2015
President
Asset Strategies Group, Llc Jun 1979 - Dec 2005
Vice President

Education:

University of Missouri - Columbia 1975 - 1979
Bachelors, Bachelor of Science In Business Administration, Business Craig School 1967 - 1969
Weber School 1963 - 1966
Mcknight School 1962 - 1963

Skills:

Alternative Investments
Estate Planning
Financial Advisory
Retirement Plan Distribution
Series 63
Retirement Savings
Retirement Income Strategies
Insurance
Veterans Benefits
Retirement Planning
Financial Planning
Retirement Income
Iras
Investments
Wealth Preservation
Investment Advisory
Roth Ira
Asset Allocation
Split Dollar
Asset Managment
Asset Protection
Wealth Management
Mutual Funds
Socially Responsible
Charitable Giving
Investment Strategies
Wealth Accumulation
Asset Management
Risk Management
College Savings Plans
Socially Responsible Investing
Esop
Deferred Compensation
401 K Rollovers
Long Term Care
Disability Insurance
Investment Planning
College Funding Strategies
Long Term Care Insurance
Series 24
401K Rollovers
Insurance Planning
Elder Care
Portfolio Strategy
Retirement Plan
College Funding
Medicaid Planning
Series 7
Employee Benefits
Securities
Investment Management

Interests:

My Favorite Band Is Steely Dan
Social Services
Louis Blues and Mizzou Football
Economic Empowerment
Trikking
I Love To Try New Restaurants
Science and Technology
Louis Rams
Louis Cardinals

Certifications:

Cfp®
Csa
College of Financial Planning, License 8550
License 8550

Name / Title

Company / Classification

Phones & Addresses

Sheldon Harber
President

Asset Strategies, Inc.
Financial Services. Business Consultants

12312 Olive Blvd #160, Saint Louis, MO 63141
3144320288, 3144320292

Sheldon Harber
President, Vice-President

ASSET STRATEGIES, INC
Insurance Agent/Broker Security Broker/Dealer

12977 N 40 Dr SUITE 110, Saint Louis, MO 63141
12312 Olive Blvd STE 160, Saint Louis, MO 63141
3144320288, 3144320292, 3145486769

Sheldon Harber
Owner