Kit Lancaster Location
- Chicago, IL, US
Kit Lancaster Work
- 2018 - now President @
- 2019 - 2019 Co President @
- 2014 - 2018 Senior Wealth Management Advisor @
- 2011 - 2014 Financial Advisor @
- 2011 - 2014 Volunteer, Volunteer Coordinator @ Illinois Patriot Education Fund
- 2011 - 2012 Volunteer @
- 2008 - 2011 Founder @ The Lancaster Holding Company Inc.
- 2010 - 2011 Staff @
- 2009 - 2010 Detachment Commander and Battalion Operations Officer @
- 2008 - 2009 Battalion Intelligence Officer 1st Battalion 14th Field Artillery @
- 2006 - 2008 Platoon Leader and Executive Officer @
- 2005 - 2005 Summer Dorm Manager @
- 2000 - 2002 Internship and Sales @ Wintergreen Systems
Kit Lancaster Education
- Kaplan University
Certified Financial Planner Program (Financial Planning and Services)
2015 - 2017 - College for Financial Planning
Accredited Wealth Management Advisor (Investments, Non-Qualified Deferred Compensation Strategies, Tax Strategies, Estate Planning)
2014 - 2014 - University of Denver
Bachelor of Science (Business Administration; Accounting and Finance)
2001 - 2006 - Elkhart Central High School 1997 - 2001
Kit Lancaster Skills
- Leadership
- Estate Planning
- Financial Advisory
- PowerPoint
- Insurance Strategies
- Investment Products
- Retirement Income Strategies
- Retirement Income
- Annuities
- Investments
- Tax Strategies
- Corporate Communications
- Veterans
- Wealth Preservation
- 401k
- Series 66
- Investment Advisory
- Group Benefits
- Wealth Management
- Mutual Funds
- Simple IRA
- Command
- Investment Strategies
- Buy Sell Agreements
- College Savings Plans
- Risk Management
- Asset Management
- Microsoft Excel
- Training
- Long Term Care
- Disability Insurance
- Wealth Preservation Strategies
- 401k Rollovers
- Problem Solving
- Health Insurance
- Tax Advantaged Investment Strategies
- Series 7
- 529 Plans
- Tax Advantaged
Kit Lancaster Summary
- Kit Lancaster, based in Chicago, IL, US, is currently a President at Sterling Edge Financial. Kit Lancaster brings experience from previous roles at Veterans Leadership Council, GCG Financial and Illinois Patriot Education Fund. Kit Lancaster holds a 2015 - 2017 Certified Financial Planner Program in Financial Planning and Services @ Kaplan University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, PowerPoint, Insurance Strategies and more. Kit Lancaster has 2 emails and 1 mobile phone numbers on RocketReach.
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