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Jim Holm

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Jim Holm

Financial Advisor | WELS

Wisconsin, Milwaukee, United States

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Jim Holm

Summary

Jim Holm is an accomplished executive director with extensive experience in leadership roles, particularly within the WELS Foundation and WELS Investment Funds. With a strong background in financial planning and a proven track record in gift planning, he has consistently demonstrated his ability to lead organizations towards success. His CliftonStrengths profile highlights his natural talents in building relationships, fostering harmony, and achieving results. Jim's career spans over two decades in various capacities, showcasing his adaptability and commitment to his work. His strategic vision and positive outlook have contributed to the growth and sustainability of the organizations he has served. Outside of his professional pursuits, Jim is likely to be engaged in community service, reflecting his values and dedication to making a difference. He is based in Milwaukee, Wisconsin, and continues to impact the financial landscape of his organization.

General

Generalist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Jim Holm

Work Experience

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Executive Director, WELS Foundation and WELS Investment Funds at

WELS

July 2016 - Present

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Jim Holm

Education

College for Financial Planning, Financial Planning

Martin Luther College, Synod Certification for Non-Parish Staff Ministry

Frequently Asked Questions about Jim Holm

What is Jim Holm email address?

Jim Holm's primary email address is ********@wels.net. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jim Holm work for?

Jim Holm is a Financial Advisor at WELS.

Where Jim Holm graduated from?

Jim Holm holds a degree in null from College for Financial Planning.

How can I directly contact Jim Holm?

To contact Jim Holm directly, you can use the email address ********@wels.net. Complete contact information is available upon registration with Muraena.

Who is Jim Holm?

Jim Holm is an accomplished executive director with extensive experience in leadership roles, particularly within the WELS Foundation and WELS Investment Funds. With a strong background in financial planning and a proven track record in gift planning, he has consistently demonstrated his ability to lead organizations towards success. His CliftonStrengths profile highlights his natural talents in building relationships, fostering harmony, and achieving results. Jim's career spans over two decades in various capacities, showcasing his adaptability and commitment to his work. His strategic vision and positive outlook have contributed to the growth and sustainability of the organizations he has served. Outside of his professional pursuits, Jim is likely to be engaged in community service, reflecting his values and dedication to making a difference. He is based in Milwaukee, Wisconsin, and continues to impact the financial landscape of his organization.

Jim`s contact details

mail

********@wels.net

Colleagues

Dean Weigand

B & S Retired

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Kyle Egan

Audit In-Charge

David Timm

National Executive Director

Ken Mcghee

Owner/Founder

Mark Arnold

President WELS Investment Funds

Jared Justman

Vice President/ Loan Origination Manager

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David R Hirons

Vice President - Retirement Plan Consultant

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