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Our financial advice team


Jim Kalie Ameriprise Financial Advisor

Jim Kalie

MBA, CRPC®, APMA®

Associate Financial Advisor

Kingdom Financial Group
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Plan Distribution

Interests

Over the years I have volunteered for various charitable organizations such as The Second Harvest Food Bank, The Hamot Aid Society and The Times Old Newsies. This time spent giving back to the community has increased my awareness of the needs of many and at the same time proven that service to others is very self rewarding. I enjoy all sports especially time spent on the golf course and watching my grandchildren participating in these activities at the grade and high school level. Having a undergraduate degree in Electrical Enginering I really enjoy assisting my grandchildren in their school science projects involving electricity.

Community participation

Member of Erie Times Old Newsies

Education

  • BS Electrical Engineering Gannon University
  • Master of Business Administration Gannon University

Previous experience

  • United States Army, 1st Lt. 1968-1970. 28Years in Engineering and Construction Management, 10 Years, in Tax Preparation