Aif ® Thane Walton

Thane Walton has a diverse work experience spanning different sectors within the financial industry. Starting with their most recent position at United Planners Financial Services as Assistant Vice President - Practice Management & Retirement Services, they were responsible for coordinating sales and growth for nearly 500 advisors nationwide. Prior to their role at United Planners, Thane worked for Mutual of Omaha as a Retirement Plans Regional Sales Manager, where they focused on building strong relationships with advisors, brokers, and TPAs to provide comprehensive retirement solutions. Thane also held the position of Key Accounts, TPA at MassMutual Financial Group, where they partnered with retirement plan wholesalers to develop strategic relationships with key TPA firms. Thane's experience also includes roles at Lincoln Financial Distributors, Principal Financial Group, ADP, Contemporary Pensions Inc., PacLife, and MetLife Financial Services, where they gained expertise in 401(k) wholesaling, financial advising, and relationship management.

Thane Walton, AIF ®, received their Bachelor of Science degree in Finance from Brigham Young University from 1988 to 1992. Prior to this, they attended Alta High School in Sandy, UT from 1982 to 1986.

In addition to their formal education, Thane Walton has obtained various certifications. In August 2012, they received the Series 63 and 66 certifications from the Financial Industry Regulatory Authority (FINRA). In May 2006, they obtained an AZ Life and Health license from the Arizona Department of Insurance. Thane also obtained the Series 7 certification from FINRA in April 2006.