Angie Rosson, QPFC

Designations and Licenses

Angie has achieved the Qualified Plan Financial Consultant designation.

Experience and Education

Angie helps to ensure quality retirement plan services are delivered to all clients. Prior to joining Mariner Wealth Advisors, Angie was an account executive at SageView Advisory Group. Before that, she served as an account executive at a Kansas City-based retirement plan consulting firm, where she managed the service, enrollment and education of more than 50 retirement plan clients. Angie also worked for 13 years at American Century Investments, where she delivered client service, including retirement plan fund analysis and investment solutions.

Angie has a bachelor’s degree in marketing from Park University and a master’s degree in business management from Baker University.

Accolades

In 2016-2017, Angie was recognized as an All-Star Advisor, and in 2018-2020 she was recognized as a Rising Star Advisor on the National Association of Plan Advisors’ (NAPA) list of Top Women Advisors.

Angie’s Office

The NAPA Top Women Advisors were selected from nearly 500 (2016), 600 (2017), 500 (2018, 2019) and more than 550 (2020). Nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those questions were then reviewed on an anonymous basis by a panel of judges. Selected women were honored in three separate categories: Captains, (all-stars who happen to be principals, owners or tam captains of their organizations); All-Stars (top producers who have their own practice); and Rising Stars, (top producers who have less than five years of experience with retirement plans as a financial advisor).