Amy Johnston, AIF

Amy johnston, aif

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location of Amy Johnston, AIFOmaha, Nebraska, United States
Followers of Amy Johnston, AIF716 followers
  • Timeline

  • About me

    Sr Client Relationship Manager - Retirement Plans

  • Education

    • Series 7, 63, 65. life & health license

      -
    • University of nebraska at omaha

      2000 - 2003
      Bs communication, marketing, journalism
  • Experience

    • Principal financial group

      Nov 2006 - Feb 2016
      • Sales Representative - Retirement Services - Kansas City Region

        Aug 2013 - Feb 2016
      • Internal Wholesaler - Retirement Services

        Aug 2012 - Aug 2013
      • Sr Retirement Sales Specialist

        Jan 2011 - Aug 2012
      • Marketing Assistant

        Nov 2006 - Jan 2011
    • Empower retirement

      Feb 2016 - May 2018
      Relationship manager
    • Principal financial group

      May 2018 - Dec 2019
      Relationship manager
    • Insource financial advisors

      Dec 2019 - Sept 2021
      Director of retirement plans

      Employer-sponsored retirement plan, investment, and financial planning consultant.

    • Qualified plan advisors

      Sept 2021 - Jun 2024
      Retirement plan consultant
    • Usi consulting group

      Jun 2024 - now
      Sr client relationship manager
  • Licenses & Certifications

    • Accredited investment fiduciary (aif)

      Fi360 (now broadridge)
      Jan 2022
    • Certified retirement counselor (crc)

      International foundation for retirement education (infre)
      Mar 2021