Gavin Wildermuth, CFP®, ChFC®

Gavin Wildermuth, CFP®, ChFC®

Volunteer Camp Worker

Followers of Gavin Wildermuth, CFP®, ChFC®3000 followers
location of Gavin Wildermuth, CFP®, ChFC®Columbus, Ohio, United States

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  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNER™ Professional with The Cross Wealth Management Group at Northwestern Mutual

  • Education

    • Jackson Center High School

      2011 - 2015
      High School

      Activities and Societies: 2 year member of National Honor Society, Vice-President for 1 year, 4 year varsity letter in basketball, 4 year varsity letter in baseball, 4 year varsity letter in golf, 3 year varsity letter in cross country, Academia Team (4 years), Spanish Club (4 years), FCA member (2 years)

    • Capital University

      2015 - 2019
      Financial Economics

      Activities and Societies: Men's Basketball Team (2015-2019) Team Captain (2019)

  • Experience

    • Jackson Center High School Basketball Program

      Jan 2011 - Jan 2014
      Volunteer Camp Worker

      For a whole week, I would coach and help teach grade school to middle school kids the game of basketball. I was put in charge of a certain group each year to help develop their skills and teach them the basic fundamental skills of basketball.

    • Capital University Men's Basketball Program

      Jul 2015 - Jul 2019
      Volunteer Coach and Mentor

      Three weeks out of July from 2015-2019 I dedicated my time to help teach young children ranging from grade school age to middle school the game of basketball. Not only did I have to create drills and keep the kids interested in my group, I was responsible for them for 2-3 days depending on the camp because it was an overnight camp.

    • Capital University

      Aug 2015 - May 2019

      Men's Basketball Team B.A. Financial Economics

      • Student Athlete

        Aug 2015 - May 2019
      • Student

        Aug 2015 - May 2019
    • Dicke's Lawn Service

      May 2017 - Aug 2017
      Hardscape Crew Leader

      During the summer of 2017, I was tasked with being a hardscape crew leader. I was expected to coordinate with 2 other members by myself during the day at the job site. Our main task were laying paver patios and retaining walls.

    • Northwestern Mutual

      May 2018 - Nov 2018
      College Financial Representative

      Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Doing joint work with an experienced advisor, we used a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term.

    • Nationwide Financial

      May 2019 - Mar 2020

      o Assist in coordinating and planning events through marketing campaigns. Served as a single point of contact for assigned events and coordinated all event details, ensuring we were in compliance with FINRA and NW policieso Manage 4 territories throughout the U.S. consulting with advisorso Assist 4 External Partners with day to day territory planning to achieve goalso Prospect for new business -Managed 4 territories throughout the U.S. consulting with advisors-Assisted 4 External Partners with day to day territory planning to achieve goals-Gained and maintained relationships with advisors throughout territories-Provided excellent customer service on every call-Prospected for new business

      • Territory Management Analyst

        Dec 2019 - Mar 2020
      • Territory Management Representative

        May 2019 - Dec 2019
    • Northwestern Mutual

      Mar 2020 - now
      • Financial Advisor, The Cross Wealth Management Group

        Oct 2020 - now
      • Associate Financial Advisor, The Cross Wealth Management Group

        Mar 2020 - Oct 2020
  • Licenses & Certifications

    • SIE

      FINRA
      Sept 2019
    • Series 63

      FINRA
      Jun 2020
    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Apr 2024
      View certificate certificate
    • Series 7

      FINRA
      Sept 2020
    • Series 6

      FINRA
      Oct 2019
  • Volunteer Experience

    • Volunteer worker

      Issued by St. Lawrence Church on Oct 2013
      St. Lawrence ChurchAssociated with Gavin Wildermuth, CFP®, ChFC®
    • Fundraising Volunteer

      Issued by Pelotonia on Jul 2019
      PelotoniaAssociated with Gavin Wildermuth, CFP®, ChFC®
    • Leader

      Issued by Outdoors Alive- Jackson Center High School on Jan 2012
      Outdoors Alive- Jackson Center High SchoolAssociated with Gavin Wildermuth, CFP®, ChFC®
    • Vice President

      Issued by National Honor Society & National Junior Honor Society (NHS & NJHS) on Feb 2014
      National Honor Society & National Junior Honor Society (NHS & NJHS)Associated with Gavin Wildermuth, CFP®, ChFC®
    • Delivery Driver

      Issued by Meals on Wheels America on Aug 2017
      Meals on Wheels AmericaAssociated with Gavin Wildermuth, CFP®, ChFC®