Tracy Gran
Bloom Financial Services, Financial Representative, Principal Securities Registered Representative at Principal Financial Group | Greater Sioux Falls Area
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Tracy Gran serves as a Financial Representative at Principal Financial Group, where she specializes in delivering tailored financial strategies for both individuals and businesses. With a keen focus on aligning financial objectives with current market trends, Tracy is adept at navigating the complexities of personal and business financial planning. Her expertise encompasses a wide array of services, including legacy planning, risk management, and wealth preservation, ensuring that her clients are well-equipped to achieve their financial goals.
At Principal Financial Group, Tracy is actively involved in several key projects aimed at enhancing client engagement and education. She conducts workshops that demystify topics such as IRA rollovers and 401(k) rollovers, empowering clients to make informed decisions about their retirement savings. Additionally, her proficiency in gifting strategies and succession planning allows her to assist business owners in safeguarding their legacies while optimizing their financial outcomes.
Tracy's commitment to continuous learning and professional development is evident in her training initiatives, where she shares insights on the latest trends in annuity sales and business insurance. By staying updated on regulatory changes and market dynamics, she ensures that her clients’ financial strategies remain relevant and effective. As a registered representative with Principal Securities, Tracy is dedicated to providing comprehensive advice that not only addresses immediate financial needs but also sets the foundation for long-term success. Whether you are looking to refine your personal financial plan or seeking robust strategies for your business, Tracy Gran is poised to guide you on your journey toward financial empowerment.
Bloom Financial Services, Financial Representative, Principal Securities Registered Representative at Principal Financial Group in March 2022 to Present
Financial Services Professional at NYLIFE Securities LLC in February 2013 to March 2022
Agent at New York Life Insurance Company in September 2012 to March 2022
Member at BPW in January 2007 to January 2014
Director at Consumer Credit Counseling Services of Lutheran Social Services in March 2008 to August 2012
Client Services Manager/Operations Manager at Consumer Credit Counseling Services of Lutheran Social Services in June 1998 to February 2008
Store Manager/Merchandise Manager at Fabri-Centers of America, Inc (Jo-Ann Fabrics) in April 1995 to June 1998
Collections Adjuster at First Bankcard Center of Omaha in December 1994 to April 1995
Store Manager at Retail Holdings Group Inc in March 1994 to December 1994
See more
See less
401k Rollovers
Retirement Planning
Customer Service
Lifetime Income Strategies
Management
Life Insurance
Training
Annuity Sales
Budgets
Estate Planning
Legacy Planning
Sales
Wealth Preservation Planning
Asset Protection
Insurance
Life Insurance Strategies
Permanent Life Insurance
Term Life Insurance
Business Strategy
Strategic Planning
Risk Management
Gifting Strategies
Grandchild Gifting
Personal Finance
IRA Rollovers
Building Relationships
Business Insurance Planning
Business Networking
Key Person Insurance
Sucession Planning
Business Exit Strategy
Buy-sell Agreements
Finance
Leadership
Marketing
Public Relations
Public Speaking
Team Building
Buy Sell Agreements
401(k) Rollovers
Succession Planning
Business Insurance
Wealth Preservation
Planning
Budgeting
See more
See less
Discover more about Principal Financial GroupWhat is Tracy Gran email address?
Email Tracy Gran at [email protected]. This email is the most updated Tracy Gran email found in 2026.
How to contact Tracy Gran?
To contact Tracy Gran send an email to [email protected]. (updated on November 04, 2024)
What company does Tracy Gran work for?
Tracy Gran works for Principal Financial Group
What is Tracy Gran's role at Principal Financial Group?
Tracy Gran is Bloom Financial Services, Financial Representative, Principal Securities Registered Representative
What is Tracy Gran's Phone Number?
Tracy Gran's phone (**) *** *** 122
What industry does Tracy Gran work in?
Tracy Gran works in the Financial Services industry.
Tracy Gran Email Addresses
Tracy Gran Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Tracy Gran
Business Community Liaison at Town of Jupiter
Field Technician at US Micro
Director of Sales and Marketing at Eagle Nonwovens Inc.
Chief Technology Officer at CMI Media Group
VP Public Relations at C-Com Group, Inc.
Coach and Founder at Self Sync Coaching
Human Resources Director at Diocese of Charlotte
Account Representative at Specialty Distributors
Principal - TMT Practice at PwC
Attorney (inactive) at Law
Data Scientist at VCSR.ai
Principal/CMO/Marketing Consultant at FDR Marketing
Senior Director Clinical Affairs and Data Science at Pivot Health Technologies
Director at Grand Forks Public Library
Divisional Vice President/Regional Director at Coldwater Creek Hong Kong Ltd
Marketing Manager, CRM at RxSense
Technical Project Manager at Pattern®
Windows Platform Sales Specialist at Amazon Web Services (AWS)
ISS at Principal Financial Group
vp at east coast options
Show more
Show less