Jennifer Von Ruden
LPL Registered Financial Planning Assistant
- With IAG since: 2003
- Personal: Family, animals, and equestrian pursuits
- Phone: 262-446-8150
- Fax: 262-446-8135
- Email: moc.s1556223385rentr1556223385aphtl1556223385aewga1556223385i@ned1556223385urnov1556223385j1556223385
I am proud to work for an organization that truly cares about its employees and clients. I consider IAG Wealth Partners an extension of my family. We’re a strong team of professionals, with each individual adding their specialty that makes for unmatched chemistry and depth of service offering for our clients.
Working with all of the Financial Advisors in the preparation of financial reports for our clients’ assets, I assist our clients with questions they may have about Wealth Vision and I ensure the data in our system is accurate. I calculate all of our clients’ Required Minimum Distributions and verify that they are taken before year end. My responsibilities also include assisting advisors with financial reviews for prospective clients.
I’m proud to say that IAG genuinely looks out for the best interest of their clients and assists them in pursuing their dreams and financial goals. In taking time to build a relationship and learn about our clients on a personal level, we create a close partnership that helps the client work toward fulfilling their passions.
Jennifer and her husband Jason have two teenage daughters and a Border Collie named Dakota. Her girls keep her busy with active schedules, but she finds enough free time to enjoy the family’s two horses for show and trail rides.