Jeffrey A Bettermann, RFC

Jeff is a Registered Financial Consultant, RFC ®, and an Investment Advisor Representative. As a Fiduciary, the financial advice he provides to clients is driven by common denominators of strategies observed over a 20-year career. During that time, he has managed, guided, and consulted financial representatives across the country on industry best practices, asset management strategies, and retirement income planning. Not only has he managed his book of business of $100 Million, but he also oversaw a territory of advisors that brought in over $200 Million of new accounts per year.

Additionally, Jeff’s fortuitous adventures also landed invitations and appearances as a guest speaker and delegate at Industry conferences and round table discussions.

(Delegate -Keher-Limra Retirement Income Planning Round Table Dallas, TX) (Guest speaker -LIMRA LOMA Secure Retirement Institute, Orlando FL)

Jeff is a Chicago native and sports fan, an avid golfer, and a volunteer for Golden Retriever Rescue of Southern Nevada.