Almann Brague
Director of Investments & Planning at Wayfinder Wealth Strategies | La Crosse, Wisconsin, United States
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Almann Brague serves as the Director of Investments & Planning at Wayfinder Wealth Strategies, where he leverages nearly three years of wealth management experience to help clients navigate their financial journeys. In his current role, Almann is dedicated to developing and implementing comprehensive financial planning solutions tailored to meet the unique needs of each client. His expertise spans investment management, retirement planning, estate planning, and insurance needs assessment, allowing him to provide holistic advice that aligns with clients’ personal and financial goals.
One of Almann's key projects has been the successful implementation of a new fee-based planning structure, which has significantly enhanced the firm's ability to attract and retain both prospective and existing clients. By focusing on a fundamental investing strategy that considers each client's individual risk tolerance and capacity, he has played a pivotal role in driving the firm's assets under management (AUM) growth. Almann also collaborates closely with external professionals, including attorneys and CPAs, to ensure a seamless and integrated approach to financial planning.
His skill set includes a strong foundation in financial planning and investment advisory services, complemented by proficiency in customer relationship management (CRM) and investment strategies. Almann's commitment to continuous learning is evident in his pursuit of industry certifications, including the Series 7 license, which further enhances his ability to provide informed and strategic advice. With a passion for empowering clients to achieve financial independence, Almann Brague is a valuable asset to Wayfinder Wealth Strategies and the broader wealth management community.
Director of Investments & Planning at Wayfinder Wealth Strategies in June 2021 to Present
Technical Sourcing and Recruiting Associate at RTB & Associates in December 2019 to April 2022
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Financial Planning
Investment Research
Investment Advisory Services
CRM Software
Financial Planning Software
Microsoft Word
Microsoft Dynamics CRM
Customer Relationship Management (CRM)
Investment Strategies
Insurance
Investment Management
Retirement Planning
Financial Advisory
Portfolio Management
Investments
Recruiting
Data Analysis
Java
R (Programming Language)
Microsoft Excel
Python (Programming Language)
Microsoft Office
Statistical Data Analysis
Sourcing
Interviewing
MATLAB
SIE
Series 7
Series 63
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Discover more about Wayfinder Wealth StrategiesWhat is Almann Brague email address?
Email Almann Brague at [email protected]. This email is the most updated Almann Brague email found in 2026.
How to contact Almann Brague?
To contact Almann Brague send an email to [email protected]. (updated on October 31, 2024)
What company does Almann Brague work for?
Almann Brague works for Wayfinder Wealth Strategies
What is Almann Brague's role at Wayfinder Wealth Strategies?
Almann Brague is Director of Investments & Planning
What is Almann Brague's Phone Number?
Almann Brague's phone (414) ***-*933
What industry does Almann Brague work in?
Almann Brague works in the Financial Services industry.
Almann Brague Email Addresses
Almann Brague Phone Numbers
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