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Wrong John Baergen?

John D. Baergen

Vice President, Executive Benefits Consulting

Principal Financial Group , Inc.

HQ Phone:  (515) 247-5111

Direct Phone: (972) ***-****direct phone

Email: b***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Principal Financial Group , Inc.

711 HIGH STREET

Des Moines, Iowa, 50392

United States

Company Description

The Principal Financial Group® (The Principal®)1 is a global investment management leader offering retirement services, insurance solutions and asset management. The Principal offers businesses, individuals and institutional clients a wide range of financial p...more

Find other employees at this company (5,037)

Background Information

Employment History

Vice President, Executive Benefits Practice

Clark/Bardes Consulting Inc


Vice President Sales

Clark Consulting Inc


Affiliations

Southern Baptist Convention Inc

Capacities


Education

Bachelor's Degree

Marketing

University of North Texas


Web References(7 Total References)


February Meeting 2017 - Fresno Estate Planning Council

Speaker: John Baergen from Principal Financial Group
John Baergen is Vice President - Executive Benefits Consulting of the Principal Financial Group for the Central and Western regions. The Principal is a retirement services leader with decades of experience working with companies to design, implement and provide plan administrative services for nonqualified deferred compensation programs. John has an extensive background in case design, sales engineering, technical specifications, and consulting for nonqualified retirement solutions. With his background and ability to communicate effectively with both financial professionals and clients, John provides invaluable services in our nonqualified efforts.


2012-05-17 May Event: Business Ownership & Annual Meeting - NAIFA Seattle/Eastside

John D. Baergen, CFP, CLU
Principal Financial Group John is Vice President â€" Executive Benefits Consulting of Principal Financial Group for the Central and Western regions. John has an extensive background in case design, sales engineering, technical specifications, and consulting for non-qualified retirement solutions. With his background and ability to communicate effectively with both financial professionals and clients, John provides invaluable services in our non-qualified efforts.  Prior to joining Principal, John spent eight years with Clark Consulting where he consulted with a wide range of public and private corporations throughout the country on the design of executive benefit programs and the related issues of funding and administration.  Before entering the executive benefits business, John worked with the Annuity Board of the Southern Baptist Convention where he served in several capacities assisting Ministers and other denominational workers with their retirement plans and health and welfare plans.  After receiving a Bachelor’s Degree in Marketing from the University of North Texas, he went on to complete the Certificate Program in Financial Planning from the College for Financial Planning in Denver, Colorado. John has earned his CFPâ„¢ certification and CLU designations and is currently pursuing the ChFC designation.


http://www.401krekon.com/events/san-francisco/speakers

John Baergen, CFP
Vice President - Executive Benefits Consulting, Principal Financial Group John Baergen is Vice President - Executive Benefits Consulting of the Principal Financial Group® (The Principal®) for the Central and Western regions. The Principal is committed to working with companies to design, implement, offer financing options and provide Internet-based, plan-level administrative services for nonqualified deferred compensation programs. Prior to joining The Principal, John spent eight years with Clark Consulting where he consulted with a wide range of public and private corporations throughout the country on the design of executive benefit programs and the related issues of funding and administration. Before entering the executive benefits business, John worked with the Annuity Board of the Southern Baptist Convention where he served in several capacities assisting Ministers and other denominational workers with their retirement plans and health and welfare plans. After receiving a Bachelor's Degree in Marketing from the University of North Texas, he went on to complete the Certificate Program in Financial Planning from the College for Financial Planning in Denver, Colorado. In 1997, John successfully earned his CERTIFIED FINANCIAL PLANNER™ certification and is currently pursuing the Certified Life Underwriter designation (CLU®). He is a Registered Representative and an Investment Advisory Representative. John has attained a FINRA series 6 (Variable Securities) and series 63 (Blue Sky laws) licenses.


Clark Consulting: John D. Baergen, Jr.

John D. Baergen, Jr. Vice PresidentClark Consulting's Executive Benefits Practice John Baergen joined Clark Consulting's Executive Benefits Practice in 1997 after seven successful years with the Annuity Board of the Southern Baptist Convention where he served in several capacities assisting Ministers and other denominational workers with their Health and Welfare plans and nonqualified retirement plans. Once at Clark Consulting John quickly rose to Account Manager of the Deferred Compensation Team where he managed a team of analysts who administered Clark Consulting's Executive Benefits Practice's deferred compensation plans.John spent 13 months in the New Orleans sales office before joining the Dallas office in December of 2000.Mr. Baergen's responsibilities include analyzing and assisting in the design, funding and security of nonqualified benefit programs and retirement plans for publicly traded and large, privately held corporations. After receiving a Bachelor's Degree in Marketing from the University of North Texas, Mr. Baergen went on to complete the Certificate Program in Financial Planning from the College for Financial Planning in Denver, Colorado.He currently holds licenses in insurance and securities and is pursuing the Certified Life Underwriter designation.


EBP: About: Executive Benefits Consultants: Stephen H. Ackerman

John D. Baergen, Jr. Vice President


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