Randy McQueen CLU, ChFC, CFP®

Education

• 1980-1984 William Jewell College, Liberty, Missouri
• Bachelor of Arts - Economics & Business Administration

Professional Experience

• Nov 2018 - Present Osaic Wealth, Inc. formerly Royal Alliance Associates
  • Financial Planner
  • Investment Advisor Representative
• May 2016- Nov 2018 Signator Investors, Inc.
  • Financial Planner 
  • Investment Advisor Representative
• September 2009 - May 2016 Transamerica Financial Advisors Inc.
  • Investment Advisor Representative
  • Branch Manager "Edgewood Financial Group" - Recruit and train licensed security producers
• 2000 - September 2009 - Intersecurities, Inc.
  • Investment Advisor Representative
  • Director of Recruiting "Fulk Financial" - Recruit and train licensed security producers
• 1997 - Present - McQueen Financial Group, LLC - Overland Park, Kansas
  • President - Own and manage independent insurance practice
• 1985 - 2000 - John Hancock Financial Services - Boston, Massachusetts
  • Investment Advisor Representative and Sales Manager 
    • Provided Financial Guidance to clients
    • Recruited trained and managed a sales group

Accreditations

• Certified Financial Planner™ Practitioner - 1996
• Chartered Financial Consultant - 1995
• Chartered Life Underwriter - 1994
• Life Underwriters Training Council Fellow 1997

Licenses

• Series 24
• Licensed Investment Advisor Representative - Series 65
• Licensed Broker Registered Representative - Series 7
• Licensed Life and Health Agent - Kansas, Missouri, Nebraska, Iowa, Florida
• Licensed Property and Casualty Agent - Kansas

Awards Received

• InterSecurities, Inc., "National Recruiting Award" - ( Fulk Financial Corp. - 5th in Country ) 2001, 2002*
• John Hancock, "Field Quality Award - (The Field Quality Award is given by John Hancock to their employees for excellence in service. The award was evaluated and awarded by an independent executive committee at John Hancock. Nomination was by a peer. ) 1995*
• GAMA, "Management Agent Development Award" (GAMA International's Awards serve as recognition in traditional and contemporary field management throughout the insurance, investment, and financial services industry. Membership is required, awards are applied for by recipients)  1992*
• John Hancock, "Sales Manager's Recognition Conference" - (Production Based Award given based on meeting Sales Goal Qualification Requirements established by John Hancock board of Executives.) 1990, 1991,  1992, 1994*
• John Hancock. "Seithel Agency - "Manager of The Year" (Production Based Award. Based on meeting Sales Goal Qualification Requirements established by Kansas City General Agency. Awarded to Top Sales Manager for the year.) 1990,  1991, 1992, 1994, 1995*
• Life Underwriters "National Quality Award" - (To apply for this award an advisor must be a NAIFA member. There is a nominal application fee.) 1991, 1992, 1993*
• John Hancock, "Seithel Agency - "Persistency Leader" (In recognition of the quantity and quality of the General Agency's client retention.) 1990, 1991*
• John Hancock, "Top Gun Club" - (One of the top 50 Sales Managers in the Country.) 1990*
• John Hancock, "National Honor Club" - (Meeting Corporate establish production goals) 1986, 1987*

  * Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 

Professional Memberships

• International Association of Financial Planners
• American Society of Chartered Financial Consultants

Community Activities

• Sigma Nu Alumni Member

Interests and Activities

• Sports
• Home Remodeling

References

• Available upon request