Bob K. Email & Phone Number
CEO, Senior Wealth Advisor
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Bob K. Location
- Minneapolis, MN, US
Bob K. Work
- CEO, Senior Wealth Advisor @ All Star Financial (January 1990 - Present)
- Board Member @ (March 2018 - Present)
- Board of Directors @ (January 2000 - Present)
Bob K. Education
- St. Olaf College
BA (Economics and Finance)
1978-1982 - Park Center High School
Bob K. Skills
- Registered Investment Advisor
- Certified Financial Planner
- Comprehensive Wealth Management
- Entrepreneur
- Strategic Planning
- Retirement Planning
- Retirement Income Distribution
- Estate Planning
- Income Tax
- 401k Rollovers
- Employee Benefits
- 529 Plans
- Morningstar
- Professional Networking
- Economics
- AIF
- Fiduciary Role
- Investment Management
Bob K. Summary
- Bob K., based in Minneapolis, MN, US, is currently a CEO, Senior Wealth Advisor at All Star Financial. Bob K. brings experience from previous roles at ACES (Athletes Committed to Educating Students) and BankVista. Bob K. holds a 1978 - 1982 BA in Economics and Finance @ St. Olaf College. With a robust skill set that includes Registered Investment Advisor, Certified Financial Planner, Comprehensive Wealth Management, Entrepreneur, Strategic Planning and more. Bob K. has 1 emails and 1 mobile phone numbers on RocketReach.
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