Brad Thompson [LION]

Independent Financial Representative NuVistaFS, Dave Ramsey elp Team Member

Location: Greater Chicago Area
Industry: Financial Services

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Brad Thompson [LION]'s Overview

Current

Independent Financial Representative/Founder at NuVista Financial Services (Sole Proprietorship)
Volunteer Parent Board Member/Fund Raiser at The First Tee of Joliet
Independent Heritage Agent at Heritage Living Trust

Tax Professional at H&R Block
Volunteer Media Arts Leader at Community Christian Church

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Past

Financial Advisor at Edward Jones Investments
Insurance Broker at Self Employed Insurance Broker
Senior Internal Wholesaler at Van Kampen Investments (Morgan Stanley)

Vice President of Education at Toastmasters International
Associate Agent at Northwestern Mutual Life
Special Agent at Northwestern Mutual Life

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Education

Tax Training School of H&R Block
The American College
Northern Illinois University - College of Business

Sauk Valley Community College
Maranatha Baptist Bible College

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Recommendations

4 people have recommended Brad

Connections

500+ connections

Websites

Experienced Independent Holistic Financial Representative.

I'm going to help you get your financial house in order. We are going to do it in an organized and methodical manner. Basically, I want to help you do what you haven't done.

Goal: Building a team of five Independent Financial Representative. If you know of someone that I should meet, feel free to contact me brad@NuVistaFS.com

Specialties

Dave Ramsey Endorsed Local Provider (elp) Team Member

Independent Financial Representative/Founder

NuVista Financial Services (Sole Proprietorship)

Sole Proprietorship; Myself Only; Financial Services industry

June 2011 – Present (9 months) Greater Chicago Area

Taking a holistic view of your finances.

I'm going to help you get your financial house in order. We are going to do it in an organized and methodical manner. Basically, I want to help you do what you haven't done.

Volunteer Parent Board Member/Fund Raiser

The First Tee of Joliet

June 2011 – Present (9 months) Joliet,IL

The First Tee provides young people of all backgrounds an opportunity to develop life-enhancing values such as confidence, perseverance and judgment through golf and character education.

Get involved at www.thefirstteejoliet.org

Independent Heritage Agent

Heritage Living Trust

May 2011 – Present (10 months)

Do you need a Will or a Living Trust? The answer may surprise you.

Tax Professional

H&R Block

Public Company; 10,001+ employees; HRB; Retail industry

December 2008 – Present (3 years 3 months)

Prepared taxes for individuals, families and small businesses.

Volunteer Media Arts Leader

Community Christian Church

Nonprofit; 1-10 employees; Religious Institutions industry

June 2003 – Present (8 years 9 months)

I am a leader on the Media Arts Team and work with the Neighborhood Team (Community 4:12) for the Shorewood Campus of Community Christian Church www.CummunityChristian.org

Financial Advisor

Edward Jones Investments

June 2009 – March 2011 (1 year 10 months)

• Holistic financial advisor for those in transition between work, into retirement or with children going to college.
• Experienced in helping parents plan for college whether college is years away, just around the corner or currently in college.
• I provided both fee based money management and commissioned based investments options.
• Top 20% in fee based assets for my peer group.
• Was listed on the professional directory of SavingForCollege.com

Insurance Broker

Self Employed Insurance Broker

May 2008 – May 2009 (1 year 1 month)

• As an independent contractor with Insure.com, I provided life insurance planning for prospects generated from their website.
• As an independent contractor, I provided mortgage life and disability insurance planning for leads purchased from National Agents Alliance.

Senior Internal Wholesaler

Van Kampen Investments (Morgan Stanley)

Public Company; 10,001+ employees; MS; Financial Services industry

June 1999 – March 2008 (8 years 10 months)

• Territory Turnaround Specialist - In Fiscal Year 2006, we had $143 million in sales, which was 92% to goal and a 53% year-over-year increase.
• Territory Start-up
• Active in launching Van Kampen's 529 College Savings Program
• 401(k) Request For Proposals (RFP), to financial advisors, fund menu turnaround time and accuracy always exceeded expectations.
• Initiated and developed sales relationships within wirehouse distribution channel in San Francisco Bay area from 2006 - 2008.
Highlight...Fiscal Year 2006, $143 million in sales 92% to goal and a 53% year-over-year increase.
• Active in company interacts/due diligence meetings, deepening our product use and client relationship.
• Covered four different territories, 1999 - 2005 Arizona and New Mexico, 2005 Central California, in all channels of distribution, interpreting the unique investment characteristics and cultural differences in each geographical area.
• Chartered Mutual Fund Counselor (CMFC) (SM)
• Promoted mutual funds, separately managed accounts (SMA), closed end funds, offshore accounts SICAV, and unit investment trust (UIT), strategically meeting client needs based on current economic conditions.
• Ranked at the top of the region, percentage to sales goal, at 71% for 2001.
• Doubled our sales in focus firms, Merrill Lynch and Banc of America, in 2001.
• In fiscal 2004, our territory ranked number three out of sixty one, in the company, for year-over-year sales increase.
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Vice President of Education

Toastmasters International

Nonprofit; 51-200 employees; Nonprofit Organization Management industry

April 2002 – October 2002 (7 months)

•Active member of the team that brought Toastmasters to Van Kampen
•Served one term as Vice President of Education, Toastmasters International.
•Actively promoted participation in Toastmasters speaking contest, with several members participate and a member of the group receiving a top three placement.

Associate Agent

Northwestern Mutual Life

Privately Held; 5001-10,000 employees; Financial Services industry

March 1998 – June 1999 (1 year 4 months)

•Co-Wrote and executed business plans for three top producing Agents, including the District Manager.
•Assisted individual and business clients in planning for their life insurance, retirement and estate planning needs.
•Obtained Dunn & Bradstreet list to target and transition current and newly acquired small business clients into the SIMPLE retirement plan option.
•Reviewed vendor contracts and acquired new phone and mail service providers.
•Attended Advanced Presentation School.

Special Agent

Northwestern Mutual Life

Privately Held; 5001-10,000 employees; Financial Services industry

January 1995 – March 1998 (3 years 3 months)

• Sold life, health, disability insurance, and investment products

Tax Training School of H&R Block

Tax

2008 – 2008

The American College

Chartered Life Underwriter (CLU) 6 of 10 classes

1996 – 1997

Northern Illinois University - College of Business

BS, Finance

1993 – 1994

Emphasis in Accounting. (17 hrs)

Activities and Societies: American Marketing Association

Sauk Valley Community College

AS, Business

1991 – 1993

Maranatha Baptist Bible College

Math

1989 – 1991

Websites:

Interests:

family activities, fostering rescue dogs www.crossroadsrescue.org, personal finance, investing, fishing, serving in my church and my community

Groups and Associations:

Community Christian Church www.communitychristian.org, Community 4:12 http://communitychristian.org/ministries/community412, The First Tee of Joliet www.thefirstteejoliet.org, Crossroads Rescue www.CrossRoadsRescue.org

Honors and Awards: