James Wellmeier
Service Consultant at LPL Financial | Dayton, Ohio, United States
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
Service Consultant at LPL Financial in March 2021 to Present
Paraplanner at Ameriprise Financial Services, Inc. in June 2019 to February 2020
Client Service Coordinator at CYMI Holdings in February 2013 to October 2018
Account Manager at Chally Group, A GrowthPlay Company in January 2011 to March 2012
Registered Investment Representative at McGohan Brabender Financial (D.B.A. Everhart Advisors) in August 2007 to March 2009
Senior Account Executive at HSBC in August 2004 to June 2007
See more
See less
Wright State University, BS, June 1999 to June 2026
Dale Carnegie Professional Training, June 2026
See more
See less
Client Services
Project Management
Consulting
Sales Presentations
Account Management
Financial Analysis
Strategic Financial Planning
Investments
Investment Management
Retirement Planning
Estate Planning
Private Equity
Customer Relationship Management (CRM)
Budgeting
Business Development
Trust Administration
Spreadsheets
Executive Administrative Assistance
Logistics Management
Supply Management
Microsoft Office
Microsoft Suite
Communication
Written Communication
Client Relations
Team Building
Leadership
Business Relationship Management
Family Office
Presentation Development
Retirement Plan Consulting
Sales & Marketing Leadership
Cross-functional Coordination
Executive Office Administration
Project Accounting
Department Budgeting
Client Presentation
Fiduciary Services
Account Creation
Calendar Planning
Executive Calendar Management
Trading
Qualified Retirement Plans
Portfolio Management
Risk Management
Zoom
Morningstar
Thomson One
Salesforce
See more
See less
Discover more about LPL FinancialWhat is James Wellmeier email address?
Email James Wellmeier at [email protected], [email protected], [email protected], [email protected] and [email protected]. This email is the most updated James Wellmeier's email found in 2026.
What is James Wellmeier phone number?
James Wellmeier phone number is 9372193278.
How to contact James Wellmeier?
To contact James Wellmeier send an email to [email protected], [email protected], [email protected], [email protected] or [email protected]. If you want to call James Wellmeier try calling on 9372193278. (updated on August 25, 2024)
What company does James Wellmeier work for?
James Wellmeier works for LPL Financial
What is James Wellmeier's role at LPL Financial?
James Wellmeier is Service Consultant
What industry does James Wellmeier work in?
James Wellmeier works in the Financial Services industry.
James Wellmeier Email Addresses
James Wellmeier Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like James Wellmeier
Staff Services Analyst at California Correctional Health Care Services
Land Acquisition Manager at K. Hovnanian® Homes
Internal Medicine Specialist at Atrium Health
Operations Team Lead at LPL Financial
Senior Internal Auditor at LPL Financial
Managing Partner Walsh Devlin and Associates at LPL Financial
Financial Advisor at LPL Financial
Financial Advisor at Client Focused Advisors
Corporate Recruiter at LPL Financial
Payroll Systems Support Specialist at Maxim Healthcare Services (Home Care)
Learning and Development Consultant at LPL Financial
Performance Diagnostic Engineer at LPL Financial
Staff Accountant at LPL Financial
CEO at Findlay Luxury Moving
Founder & Chairman at RT²
Service Delivery Manager at American Express
Senior Manager, Implementation Services at VTS
Digital Marketing Manager, Paid Search at AEG Presents
Principal at JLSemper Consulting, LLC
Pastor for Church Administration at Immanuel Baptist Church
Production Manager at Wirthwein AG
Managing Director and Founder at Nightingale Advisory, LLC
Managing Director, Healthcare Finance at Capital One / GE Capital
Rotational Software Engineer at Meta
Executive Vice President at Fitwel Certification System
Director, Analytics & Insights at Spark Foundry
Principal at Lead Learn Coach LLC
Vice President & Senior Editorial Director at CNN
Territory Sales Manager at Continental
Vice President, Field Sales - East at MSC Industrial Supply Co. at MSC Industrial Supply Co.
Vice President at Cortland Insurance Agency Inc
Show more
Show less