Ian M. Oberg

SENIOR ACCOUNT MANAGER
Ian Oberg has over seventeen years of experience in the financial services industry.  Mr. Oberg is committed to providing the highest levels of service to CFS's clients.  Mr. Oberg's expertise in both the insurance and investment arenas allow him to effectively coordinate products and contracts, tailoring strategies to reach optimal results.

​Mr. Oberg is heading our Colorado office.


  
BACKGROUND
Education 
  • Illnois State University, B.A.

Professional Designations 
  • Series 6 Securities License
  • Series 7 Securities License
  • Series 63 Securities License
  • Series 66 Securities License

Licenses
  • Life & Health Insurance - Colorado



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