Kenneth J. Loehlein 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. |
Kenneth J. Loehlein |
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| Nasdaq Composite | 2,265.73 | + 1.17 |
| S&P 500 | 1,105.21 | - 0.92 |
| Russell 2000 | 653.89 | + 3.13 |
| 10 Year Treasury Note | 2.99 | - 0.05 |
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