Kim Schultz Location
- Evansville, IN, US
Kim Schultz Work
- 2024 - now PWM Financial Planner @
- 2019 - 2024 Financial Advisor @
- 2018 - 2019 Wealth Advisor @
- 2018 - 2018 Associate Wealth Advisor @
- 2010 - 2018 Portfolio Manager @
- 2007 - 2009 CFO, Controller @ Fire & Rain
- 2001 - 2007 Director of Finance @
Kim Schultz Education
- Purdue University
Kim Schultz Skills
- Marketing
- Widows
- Client Relations
- Leadership
- Business Development
- Charitable Giving
- Servant's Heart
- Tax
- Budgeting
- Portfolio Management
- Retirement Planning
- Legacy Planning
- Equities
- Risk Management
- Financial Modeling
- CPA
- Emotional Intelligence
- Estate Planning
- Investments
- Financial Planning
- Investment Advisory
- Interpersonal Skills
- Public Speaking
- Investment Strategies
- Financial Analysis
- Personal Financial Planning
- Microsoft Office
- Dividend Investing
- Microsoft Excel
- CRPC
- Thought Leadership
- Wealth Management
- Capital Gains Tax
- Insurance
- Financial Services
- Asset Management
- College Savings Plans
- Debt Management
- Elder Care
- Investment Management
- Long Term Care Insurance
- Medicare
- Asset Allocation
- Team Building
- Social Security Optimization
- Finance
- Strategy
- Customer Service
- Securities
- Strategic Planning
- Management
Kim Schultz Summary
- Kim Schultz, based in Evansville, IN, US, is currently a PWM Financial Planner at Baird. Kim Schultz brings experience from previous roles at Baird, Hilliard Lyons - A Baird Company and Donaldson Capital Management. Kim Schultz holds a Purdue University. With a robust skill set that includes Marketing, Widows, Client Relations, Leadership, Business Development and more. Kim Schultz has 1 emails and 1 mobile phone numbers on RocketReach.
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