Corey Purkat's Location
Forest Lake, MN, US
Corey Purkat's Work
- LPL Financial Planner @ Wealth Enhancement Group
- CEO @ Purkat Financial
- 401(k) Advisor | Wealth Advisor @ Bronfman Rothschild
- 401(k) Retirement Plan Consultant @ Transamerica Financial Advisors, Inc.
- 401(k) Business Development @ Securian Financial
- 401(k) Educator @ ADP
Corey Purkat's Education
- Oklahoma State University
Masters (Financial Planning)
2010 - 2013 - Winona State University
Bachelor of Science (B.S.) (Finance)
2003 - 2007
Corey Purkat's Skills
- Business Analysis
- Leadership
- Retirement Planning
- Project Management
- RFP
- Marketing
- 403 b
- Rpag
- Strategic Financial
- Investments
Corey Purkat's Summary
Corey Purkat, based in Forest Lake, MN, US, is currently a LPL Financial Planner at Wealth Enhancement Group, bringing experience from previous roles at Purkat Financial, Bronfman E.L. Rothschild, Transamerica Financial Advisors, Inc. and Securian Financial Group. Corey Purkat holds a 2010 - 2013 Masters in Financial Planning @ Oklahoma State University. With a robust skill set that includes Business Analysis, Leadership, Retirement Planning, Project Management, RFP and more, Corey Purkat contributes valuable insights to the industry. Corey Purkat has 2 emails on RocketReach.
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