Plan Consultant/Education Specialist
Kim, a graduate of Buena Vista College with a bachelor degree in finance, has over 30 years of experience in the financial service industry. He is dedicated to helping companies manage their retirement plan and provide a high level of education to the employees. Kim’s focus includes investment portfolio analysis, vendor benchmark analysis (fees, services and investments), and Social Security analysis. His professional designations and licenses include Chartered Life Underwriter ( CLU), Chartered Financial Consultant (ChFC), Chartered Advisor in Senior Living (CASL), Accredited Investment Fiduciary (AIF) and Series 6, 7, 26, 63, 65 and Life, Health, Annuities and Property and Casualty licenses. Kim is the President of the LaVista City Council and is a board member for S.A.V.E.
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | FL | IA | KS | ME | MO | MS | NE | OK | SD | TX | UT | VA Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Marcotte Wealth Management, LLC and Cambridge are not affiliated companies. © Marcotte Insurance Agency, Inc.
402-970-3332
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