Vice president – Advanced Sales & Qualified Plans at Advisor Group
He is a frequent speaker and author the areas of charitable giving, the use of life insurance in estate planning, ERISA, and small business retirement plans.
Before entering the financial services business, Rex practiced law for two years and worked as a stockbroker.
He is an attorney and holds the CLU and ChFC designations as well as his NASD Series 7 license. He is a member of the Minnesota State Bar Association, and is active in several financial services organizations.