Ruth Kitzmann [ChFEBC℠]
20800 Swenson Drive
Suite 325
Waukesha, WI 53186
Original Certification Date: 9/25/2007
ChFEBC℠ Number: 07005RW9K
ChFEBC℠, HR Certificate: 8/19/2022
Organization: Kitzmann-Zambo Wealth Advisory
Broker Dealer: Raymond James
Phone: 262-207-3377
Cell: 414-379-0305
Fax: 844-262-4817
Email: ruth.kitzmann@raymondjames.com
Website: www.raymondjames.com/kitzmannwealthadvisory
States Currently Licensed: AZ, AR, CA,CO, DE, FL, GA, ID, IL, IN, KY, MD, MA, MI, MN, MS, MO, MT, NV, NM, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WI
Primary Insurance: We look for the clients needs and will find the best Insurance company to help case by case basis. Work with many Pacific Life, OneAmerica, Protective Life, Midland National, Corebridge Mass Mutual to name a few.
Primary Investment: We are a full service brokerage for you which includes: stock, bonds, cd’s, preferred stock, mutual funds, ETF’s, Unit Investment Trusts bonds/fixed income. annuity products, life insurance, Long term care insurance
Services: We work closely with each individiual client to focus on the Best Interest of the client. We help review the products avaialbe for you .to meet the needs and objectives you have. I hold the Accredited Investment Fidicuary (AIF@) Designation.
Additional Information: we will work together to define, plan for and work toward your specfic goals by assessing your income, asset, liabilities, risk tolerance time horizon and even your tax situation. Using this assessment, we will build a plan designed around and aligned with your goals and objectives.