What does it take to be a successful financial planner? Is it just a matter of having the right credentials, the right experience, and the right connections? Or is there something more to it? Meet Jeff Batterson. He works at Torii® Asset Management, a division of Landolt Securities, Inc. where he helps his clients preserve their capital, manage their portfolios, and achieve their financial goals. He joined Torii® Asset Management in 2009, but his journey started much earlier. In 2001, he landed a job at Oberweis Securities, Inc., one of the most prestigious investment firms in the world. There, he learned the secrets of high-level portfolio management from some of the brightest minds in the industry. He also contributed to The Oberweis Report, a global monthly publication that offers cutting-edge insight and advice to investors. He became a sought-after speaker at regional and national conferences for the American Association of Individual Investors, as well as local chapters for Investor’s Business Daily. He earned a B.S. in Marketing from Northern Illinois University and obtained the Certified Financial Planner (CFP®) designation, along with Series 7, 24, 63, 65. But Jeff is not just a numbers guy. He has a passion for adventure and exploration. He has hiked the Annapurna Circuit, a stunning trail that winds through the mountains of Nepal. He loves mountain biking and skiing, and lives in Park City, UT where he enjoys the natural beauty and outdoor activities. Jeff is not an ordinary financial planner. He is an outlier. And he has a story to tell.
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