Harold has been with the Retirement Advisory Group since 1991, mostly retired now, but he spent a lot of his time, as a team player following up with Clients. Many of our Clients recognize him from his follow-up calls to see if they have any questions or concerns. He has experience in Long Term Care planning and recently completed a course and exam, to become “Certified in Long Term Care” (CLTC)
In his part time duties, he helps assist with coordinating events and talking with the attendees.
He grew up on a farm near Chanhassen and is one of thirteen children.
- Series 7: General Securities Representative
- Series 24: Securities Principal Exam
- Series 63: Uniform Securities Agent State Law Exam
- Series 65: Uniform Investment Advisor Exam
- Variable Annuities