Advisor profile


My approach

Kevin Engebretson - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Kevin Engebretson - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Estate Planning Strategies
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative Examination
  • Life, Accident and Health

Education

  • B.A., Mathematics/Education - Concordia College, 2007

Interests

In my spare time I like to spend time with my family and friends, golf, spend time at the lake and travel. I also enjoy watching and coaching sports which is why I have coached high school football for 12 years.

Community participation

  • Coach High School Football
  • Volunteer with High School DECA
  • Guest Speaker for High School Personal Finance Classes
  • Unified Partner for Special Olympics