James Follstad
Financial Services Representative
EXPERIENCE:
- Committed financial professional for 9+ years
- With Principal® since 2008
- Specialized in helping individuals, union members and businesses set goals and implement strategies to help achieve their financial success
EDUCATION & CREDENTIALS:
- BBA in Finance – University of Wisconsin - Madison
- FINRA Series 7, 24 and Series 66 securities registrations
- Life and Health Insurance license
- Leaders Edge Conference Qualifier (2015, 2016)
INTERESTS:
- Spending time with my wife and three children
- Cheering on my favorite collegiate and professional sports teams – Go Badgers!!!
- Being active and involved in the Western Springs, IL community
- Finding time to sneak in the occasional round of golf