My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Financial Planning for Small Business
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Family Finances

Education

  • Bachelor of Arts, Pastoral Studies - Martin Luther College, New Ulm, MN

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Vice President of Adult League at Columbia Soccer Association

Interests

In my free time, I like to keep myself busy in a lot of different ways.

One major part of my life is sports. Whether it is playing or watching, I am involved in sports in many different ways...As a club director, a coach, a participant, and a fan (Go Vols)!

The other area of my life that I enjoy the most is my family. Time with my wife is unmatched! We love to travel, go to sporting events, go to concerts, try new restaurants, or just be out and about in Columbia. AND of course, spending time with our new puppy, Huck.

If you want to learn more about me or get financial content, check out my LinkedIn! www.linkedin.com/in/adam-kock

My photos

1 albums
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