AXA Advisors

Kenneth J. Loehlein
Vice President
Minneapolis, MN

Working with clients in a consultative capacity over the past nine years has allowed me to focus on listening to your needs, wants and dreams.  My planning approach has focused on strategies that allow for flexibility.  I currently hold the FINRA Series 7, 24 and 66 securities registrations as well as  State of Minnesota Insurance Licenses.  I have also been furthering my training in obtaining the CERTIFIED FINANCIAL PLANNERTM designation. With my client focused approach I am able to offer a wide variety of wealth management and financial protection products: life insurance, long term care insurance, disability insurance, annuities, mutual funds, stocks, and fee based asset management accounts.  It would be my pleasure to offer my years of experience to assist you in enhancing and protecting your assets. Contact me for a free consultation.

 

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFPR and CERTIFIED FINANCIAL PLANNERTM , which it awards to individuals who successfully complete initial and ongoing certification requirements.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Car Affordability

How much can you afford to pay for a car?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

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