Biographical Info As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. During your life time you will face many life events that will require thoughtful financial decisions. Some are anticipated and planned for, such as marriage or retirement, while others can take you by surprise: A job loss, a divorce or the death of a loved one. The good news is that you do not have to go it alone. I’ll help find you the right information, insights and resources to help manage all the events in your life. Whether you are planning your retirement, saving for your children or grandchildren’s education, or looking to preserve your wealth, I can help. I graduated from Madison Area Technical College with a degree in Business Management. I have also earned the Chartered Retirement Planning CounselorSM (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. I hold and maintain the FINRA Series 7 General Securities Representative and Series 66 Uniform Combined State Law Exam registrations. I have been in the financial planning industry for 10 years. My mission is to help each one of my clients plan for a financial future in a way that best meets your goals. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation. I take pride in working to put you first. Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Kampen Financial and Wealth Management is not owned or affiliated with the cfd companies.
Level Starter
Start Date April 18, 2024
Address
W5838 Grouse Dr
Endeavor, WI 53930
US
Phone Number (608) 697-3295
Favorite Scripture Verse For God so loved the world, that he gave his only begotten Son, that whosoever believeth in him should not perish, but have everlasting life.
Scripture Reference John 3:16
Profession Financial Advisor, Registered Representative, Registered Investment Advisor
Professional Focus Biblically Responsible Investing (BRI), Investment Management, Retirement Planning
Website
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Firm Kampen Financial & Wealth Management