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Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®

Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®

Financial Advisor

Followers of Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®817 followers
location of Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®Kenner, Louisiana, United States

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  • Timeline

  • About me

    Financial Advisor, Vice President at Ameriprise Financial Services, LLC at Ameriprise Financial Services, LLC

  • Education

    • Bryan Bell Metropolitan Leadership Forum

      -

      http://www.cbno.org/programs/bryan-bell-metropolitan-leadership-forum/

    • Archbishop Rummel

      1992 - 1997
      High School

    • St. Ann

      1983 - 1992
      Grammar and Middle School

    • Millsaps College

      2001 - 2003
      MBA Portfolio Management, Finance

    • Mississippi College

      1997 - 2001
      BA Piano

      Activities and Societies: Football, Concert Chorale, Band, Jazz Band Minors: Business, German

  • Experience

    • JP Morgan Chase

      Jun 2003 - Apr 2010
      Financial Advisor

    • Ameriprise Financial Services, LLC

      Apr 2010 - now
      Financial Advisor, Vice President at Ameriprise Financial Services, LLC

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2018
      View certificate certificate

    • Chartered Financial Consultant (ChFC)

      The American College of Financial Services
      Dec 2019

    • CRPC®, Chartered Retirement Planning Counselor SM

      College for Financial Planning
      Aug 2011

    • APMA®, Accredited Portfolio Management Advisor SM

      College for Financial Planning
      May 2016

  • Honors & Awards

    • Awarded to Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®
      Gladys P. Norris National Piano Festival - Finalist -
    • Awarded to Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®
      MMTA Piano Competition - Finalist -
    • Awarded to Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®
      Mississippi College Football - Academic All-Conference -

  • Volunteer Experience

    • Assistant Coach

      Issued by Girard and Pontiff Playgroud
      Girard and Pontiff PlaygroudAssociated with Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®

    • The Long Board

      Issued by 610 Stompers Inc. on Apr 2009
      610 Stompers Inc.Associated with Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®

    • Holiday Spectacular Producer

      Issued by Louisiana Philharmonic Orchestra on Dec 2015
      Louisiana Philharmonic OrchestraAssociated with Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®

    • Piano Teacher

      Issued by Christian Brothers School on Jun 2012
      Christian Brothers SchoolAssociated with Paul Treuting, CFP®, MBA, ChFC®, CRPC®, APMA®