Janice M. Weiland

Vice President, Investments
Cascade Investment Group
Jan Weiland is an experienced professional in financial services with more than twenty years in banking. She earned her BS/BA from Suffolk University and earned her Master of Management degree from Northwestern University/Kellogg School of Business. Jan managed Private Banking at U. S. Bank for Southern Colorado. Joining Salomon Smith Barney in 1997, she continued to focus on providing quality client service to high net worth individuals. Jan's current practice at Cascade Investment Group is devoted to assisting her clients achieve their financial goals utilizing portfolio management techniques. She works with a team of professionals who provide expertise on tax and estate planning. Jan relocated to Colorado Springs twelve years ago and is an active community volunteer. She is currently on the Boards of Memorial Hospital (Chair), Justice Watch (Chair), and The Colorado Springs Child Nursery Centers Foundation (Secretary), Court Care, as well as the C.U. Aging Center Development Committee.
Professional Licenses:
- Series 7 licensed as Registered Representative in General Securities by the Financial Industry Regulatory Authority (FINRA).
- Series 65 licensed as Uniform Investment Advisor by the Financial Industry Regulatory Authority (FINRA)
- Series 63 licensed as Uniform Securities Agent by the Financial Industry Regulatory Authority (FINRA)
- Life, Disability, Annuities and Long Term Care Insurance Licensed
- Certification in Long Term Care Insurance